..

Form 990

OMS No 1545·0047

Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

• The organization may have to use a copy of this return to satisfy state reporting requirements

2008

Department 01 the Treasury .Internal Revenue Service

Open to Public Inspection

For the 2008 calendar year, or tax year ecunnmg , 8, and ending ,
B Check II applicable D Employer Identification Number
.--- Please use Foundation of the State Bar of CA 94-3104546
Address change IRS libel
I- orprint dba California Bar Foundation E
Name change or type Telephone number
I- See 180 Howard Street 415-856-0780
Initial return specific San Francisco, CA 94105
I- Instruc·
Termination nons.
I- 3,064,324.
Amended return G Gross receipts $
l- F Name and address 01 principal officer
'-- Application pending H(I) IS this a group return lor affiliates' ~ Yes ~NO
Same As C Above H(b) Are all affiliates Included' Yes No
Tax-exempt status rX1501 (c) ( 3 ).. (msert no ) r 14947(a)(l) or 1527 II 'No: attach a list (see mstrucnons)
I
J Website: • www.calbarfoundation.ora H(c) Group exemption number ~
K Type of organization rXlcorporatlon r 1 Trust r 1 Association r 1 Other· I L Year 01 Formation 1989 T M State 01 legal domicile CA
I Part I I SUmmary
1 Briefly describe the organization's mission or most significant activities 3h~Y9gQdEt~oD_~~aSEt~lY~~~Q~ ____
., .pJJiwn.g_ _g~.tt~_ illS.tiG....e_ ~.te.n:L iQ.l;:.. _gll.... .ca.lliQ.wa.~ ..... _ J1L2J).Qa,_.it j._gl.lIll=.be.<l. .tb.~ __
u .Di\[er..sity_ 5.cholar..stup_1S11 Q.,j).DQ. .J:..o...JUiDa.tit~ J,a\ll. ..s.tude.Dt.S.L.. -Ill".otided ~11Q..DQ.Q_ in. ___
c:
III
E -Pllb.lic _int~t. J.a\ll. ....s.chaJ..a J:.Shi~ _ a.nd.... awarded.... SL 2 ....m.ill..iDn.-i.rL l.aw=:r.eJ..a t.ed.... <;JI:.aD t.s, __
~
0 2 Check thrs box • If the organization discontinued ItS operations or disposed of more than 25% of ItS assets
CJ 3 Number of voting members of the governing body (Part VI, line 1a) 3 27
CCI 4 Number of mdependent voting members of the governmg body (part VI, nne 1 b) 4 27
II)
., 5 Total number of employees (Part V, line 2a) 5 5
E
> 6 Total number of volunteers (estimate If necessary) 6 30
~ 7a Total gross unrelated business revenue from Part VIII, hne 12, column (C) 7a 0.
b Net unrelated bus mess taxable mcorne from Form 990·T, line 34 7b 0.
Prior Year Current Year
., 8 Contributions and grants (Part VIII, hne 1h) 748,936. 1,649,420.
:l 9 Program service revenue (Part VIII, line 2g)
e
41> 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d) 295 223. -479 460.
>
41>
a: 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 410,813 . 396,279.
12 Total revenue _ add lmes 8 through 11 (must equal Part VIII, column (A), nne 12) 1,454 972. 1,566/239.
13 Grants and Similar amounts paid (Part IX, column (A), lines 1·3) 638 057. 1,537,705.
14 Benefits paid to or for members (Part IX, column (A), line 4)
., 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5·10) 275,446. 318,653.
~ 16a Professional fundrarsmq fees (Part IX, column (A) line 11 e)
e
a b Total fundraismq expenses (Part IX, colum ~ (D), R~€f!\/ED 20 b,615.
.n 17 Other expenses (Part IX, column (A), hnes 168 627. 247,593.
l~ ·110,111-<::<+1) 0
18 Total expenses Add lines 13·17 (must equ , fart ~l\?li~ (AU line 2 {g 1,082,130. 2,103,95l.
19 Revenue less expenses Subtract line 18 f b.m me 2 09 ' 372,842. -537 712.
b§ a: BeQinninQ of Year End of Year
"Ii 20 Total assets (Part X, line 16) OGDEN UT 2 800 462. 1 716 058.
Ji 32,342. 55,014.
;§ 21 Total liabilities (Part X, line 26)
z ... 22 Net assets or fund balances Subtract line 21 from line 20 2,768,120. 1,661,044.
I Part II Sianature Block
under:~~, I g~:~n, Including accompanying schedules and statements. and to the best 01 my knowledge and behet, It IS
Sign :e, correct, com0 Declara ~' pr e (other than Offl~ based on allinlormahon 01 which pre parer has a,Y knO;j; ,_/o "
Here ~ s~r~~~i~ -r. ~lUt\i lAlJl tOtrMllivt- "bilrtfbV Date
Type or print name and htle V I
Date Check II Preparer's Idenhfylng number
Paid sen- ·0 (see instructions)
Preparer's J,.4~~.b-Q!_ ~ sI7/tJ? employed
Pre- signature ~ - 7f
Barer's Crosby & ~aneda, CPAs
se Film's name (or
yours II self· 1611 Telearaph Ave Ste 318
Only employed). ~ EIN • 94-3243888
address. and Oakland, CA 94612-2151
ZIP + 4 Phone no • (510) 835-2727
May the IRS diSCUSS thrs return with the preparer shown above? (see instructions) rx1 Yes r 1 No b . 200

BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

TEEA0112l 12122108

Form 990 (2008) <\

\Y:~

94-3104546

Pa e 2

see Instructions

, - Briefly describe the organization's mission

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J~l~~~~~~2l~s£~§~2_th~_~~L5DY~!~E_th~_~e~~~~~e~~02~2!~~li~!02~~ _

_ 1~~E~,_~~d_QJ~_O~Q.t~_E.hj1'!.n.!!!~opy._tfl£O.ll9l!.0.ll~ _t_l1~ _l~qal_~o~!!!~nl!Y_· _

2 Old the organization undertake any significant program services dunnq the year which were not listed on the prior Form 990 or 990·EZ'

If 'Yes,' describe these new services on Schedule 0

3 Old the organization cease conducting, or make significant changes In how It conducts, any program services' If 'Yes,' describe these changes on Schedule 0,

4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section 501 (c)(3) and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, If any, for each program service reported

DYes [RJ No

DYes [RJ No

4a (Code r b (Expenses $ 1,364,205. Including grants of $ 1,235,342. ) (Revenue $ )

_Cfl~m.piQ.n_ !:'!.ll_i!!l.9_e~~l_ ~<:..c~~~.!Q. _tflEl j!!~tj£~ _§y's_t~~,_ ~<!u.f~te_ ~h_e_I2.l!!>lic_ ~~_o.ll~ _i.!~ _

_ rJqh_t§ _a_!lQ _r~~o!l~i.pili.!!~s_ !!~d~E _t.!!Ell~\!.,_ ~~d_I2.~o~Q.t_e_E.hj1'!.n.!!!r:opy _t.!!£o~gl!.0.ll~ _t_l1~ _

~.!~t~~~l~q~_~o~u~i9LQ~PEQ.vlQ~gJJn~n.f!'!.~~~pQ.~~~~nQ.npEQ.q~2!qa~!~1!Q.n_§L _

S2~~§L1h~~~~t~~~!~~_~~!~~~~LY~QJ2£'!.~_~~0~1~~_'!.n9_~~Q.g!y.'p~~ _

~§~oSi~0Q~~ _

4b(Code [ b(Expenses $ 376,376. including grants of $ 302,363. ) (Revenue $ )

J!lye~!J_!l_th~_~e~t~~~e~~02~2%_~li~!02_~~~~Y3_~W2E<!~g~Sh01E£S~!E.~!Q. _

2~~.!~~dj~ql~~_§t~~~t~_'!.n9_~es~~~~~_~EQQ.~g~a.9~a.!~~~hQ.l~~e!lQ.!2y~!~U~_E.~l~~ __

_ i!l~e_F~~t_1'!.w_ £~r~~r_s_~n.9_l!.a~~ _d~l.!!q_n§trii!Eid_ ~ _C2J.!!ID_i!l.!!e~!_t2_E.u.pl~C_~e_F~iC~L _a.f~<!e~!.~ _

_ e~£e)lEin.f~L 1l!!.<!. %!.n~n£i21_n~~ct._ ~n_d_ to_ Q\.!.t~!'!.n.9!'I!9_la~_~t.llQEill.!~ _f~Q.m_ .fQ.~!!~i1!El.S _

~!lQe_F!~~~~e_!l~~~i~!h~!!!Ei~~~s.!!~Qf.!flEi~!'!.t~_~a!_W~2_~YEi.9~~o!l~~Ete.9_~ _

SQJ.!!IDJ!~eE!52_~h~~2~U_!l!~~_'!.CllQ~mi£~~~~1El.nS~LEg<!.lin2n91l1~~~~ _

4c (Code .... 1 .... 1) (Expenses $ Including grants of $ ) (Revenue $ _

4d Other program services (Describe In Schedule 0 )

(Expenses $ including grants of $ ) (Revenue $

4e Total program service expenses. $ 1,740,581. (Must equal Part IX, Lme 25, column (B))

BAA

TEEA0102L 12124108

Form 990 (2008)

Form 990 (2008) Foundation of the State Bar of CA

94-3104546

Yes No

I Part IV I Checklist of Reguired Schedules

Pag_e 3

5 Section 501(c)(4), 501(c)(5), and 501 (cX6) organizations. Is the organization subject to the section 6033(e) notice and

reporllng requirement and proxy tax? If 'Yes, ' complete Schedule C, Part III 5

~.;;_-+--+---

6 Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or Investment of amounts In such funds or accounts? If 'Yes,' complete Schedule D, Part I

1 Is the organization described In section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes, ' complete Schedule A

2 Is the organization required to complete Schedule B, Schedule of Contributors?

3 Did the organization engage In direct or Indirect political campaign activities on behalf of or In oppositron to candidates for public office? If 'Yes,' complete Schedule C, Part I

4 Section 501(c)(3) organizations Did the organization engage In lobbyinq actrvmes? If 'Yes,' complete Schedule C, Part II

7 Did the organization receive or hold a conservation easement, Including easements to preserve open space, the environment, histone land areas or histone structures? If 'Yes,' complete Schedule D, Part II

8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part III

9 Did the orqaruzatron report an amount In Part X, hne 21, serve as a custodian for amounts not hsted In Part X, or provide credit counsehng, debt management, credit repair, or debt negotiation services? If 'Yes,' complete Schedule D, Part IV

10 Did the organization hold assets In term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V

11 Did the organization report an amount In Part X, lines 10, 12, 13, 15, or 25? If 'Yes,' complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable

12 Did the organization receive an audited financial statement for the year for which It IS completing this return that was prepared In accordance with GAAP? If 'Yes, ' complete Schedule D, Parts XI, XII, and XIII

13 Is the organization a school descnbed In section 170(b)(1 )(A)(II)? I f 'Yes, ' complete Schedule E 14a Did the orqaruzatron rnamtain an office, employees, or agents outside of the US?

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaklng, fundrarsmq, business. and program service activities outside the US? If 'Yes, ' complete Schedule F, Part I

15 Did the organization report on Part IX, column (A), hne 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If 'Yes,' complete Schedule F, Part II

16 Did the organization report on Part IX. column (A), hne 3, more than $5,000 of aggregate grants or assistance to

individuals located outside the United States? If 'Yes,' complete Schedule F, Part 11/

17 Did the organization report more than $15,000 on Part IX, column (A), hne 11e? If 'Yes,' complete Schedule G, Part I 18 Did the organization report more than $15,000 total on Part VIII, hnes 1c and Ba? If 'Yes,' complete Schedule G, Part II 19 Did the organization report more than $15,000 on Part VIII, hne 9a? If 'Yes.' complete Schedule G, Part III

20 Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H

21 Old the organization report more than $5,000 on Part IX, column (A), line 17 If 'Yes,' complete Schedule I, Parts I and /I 22 Old the orqamzatron report more than $5,000 on Part IX, column (A), line 27 If 'Yes,' complete Schedule I, Parts I and 11/

23 Did the organization answer 'Yes' to Part VII, Section A, cuesnons 3, 4, or 5? If 'Yes,' complete

Schedule J

24a Did the organization have a tax-exempt bond Issue with an outstanding principal amount of more than $100,000

as of the last day of the year, and that was Issued after December 31, 2002? If 'Yes,' answer questions 24b-24d and complete Schedule K If 'No, 'go to question 25

b Did the organization Invest any proceeds of tax-exempt bonds beyond a temporary penod exception?

x

x

2

x

3

x

4

x

6

x

7

x

8

9 X
10 X
11 X
12 X
13 X
14a X
14b X
15 X
16 X
17 X
18 X
19 X
20 X
21 X
22 X 23

X

24a

X

24b

c Did the organization maintain an escrow account other than a refunding escrow at any time dunnq the year to defease

any tax-exempt bonds? 1--"'2_;4_.;;.c-+-_+- __

d Did the organization act as an 'on behalf of' Issuer for bonds outstanding at any time dunnq the year? r=2_;4d=t-_-f __

25a Section 501(cX3) and 501(c)(4) organizations. Did the organization engage In an excess benefit transaction with a

disqualified person dunnq the year? If 'Yes, ' complete Schedule L, Part I 25a X

b Did the organization become aware that It had engaged In an excess benefit transaction with a disqualified person from

a prior year? If 'Yes. ' complete Schedule L, Part I 25b X

26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or

disqualified person outstanding as of the end of the organization's tax year' If 'Yes, ' complete Schedule L, Part II 26 X

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial

contnbutor, or to a person related to such an individual? If 'Yes,' complete Schedule L, Part III 27 X

BAA

Form 990 (2008)

TEEAO 1 03L 10/13/08

I Paf1IV I Checklist of Re_g_uired Schedules (continued)

Form 990 (2008) Foundation of the State Bar of CA

94-3104546

Page 4

a Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee),

or an Indirect business relationship through ownership of more than 35% In another entity (individually or collecllvely with other person(s) listed In Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV

28a

Yes No

x

• 28 During the tax year, did any person who IS a current or former officer, director, trustee, or key employee

b Have a family member who had a direct or Indirect business relationship with the organization? If 'Yes, ' complete

Schedule L, Part IV 28b X

c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professional

corporation) domq business with the organization? If 'Yes,' complete Schedule L, Part IV 28c X

29 Old the organization receive more than $25,000 In non-cash contributions? If 'Yes,' complete Schedule M 29 X

30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation

contributions? If 'Yes,' complete Schedule M 30 X

31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part l 31 X

32 Did the organization sell, exchange, dispose of, or transfer more than 25% of ItS net assets? If 'Yes,' complete

Schedule N, Part II 32 X

33 Old the organization own 100% of an entity disregarded as separate from the organization under Regulations sections

301 7701-2 and 301 7701-3? If 'Yes, ' complete Schedule R, Part I 33 X

34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts II, III, IV, and V,

~1 34 X

35 Is any related organization a controlled entity Within the meaning of section 512(b)(13)? If 'Yes,' complete Schedule R,

~~~2 ~ X

36 Section 501 (cX3) organizations. Did the organization make any transfers to an exempt non-charitable related

organization? If 'Yes,' complete Schedule R, Part V, Ime 2 36 X

37 Old the organization conduct more than 5% of ItS activities through an entity that IS not a related organization and that IS

treated as a partnership for federal Income tax purposes? If 'Yes,' complete Schedule R, Part VI 37 X

BAA

Form 990 (2008)

TEEA0104L 12118108

Form 990 (2008) Foundat Lon of the State Bar of CA

94-3104546

c Did the organization comply with backup wlthholdmg rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the 1.1

calendar year ending With or Within the year covered by this return .__"'2.:;a.._ ...:5, _ _ _

2 b If at least one IS reported on line 2a, did the organization file all required federal employment tax returns? 2b X

" [Part V I Statements Regarding Other IRS Filings and Tax Compliance

• , a Enter the number reported m Box 3 of form 1096, Annual Summary and Transmittal of U S

Information Returns Enter -0- If not applicable 1-..:.'.:;a+- .....;;2;_;0,

b Enter the number of Forms W-2G Included mime 1 a Enter -0- If not applicable ,--_, ..:.b..__ ----'0'-i

Note. If the sum of lines 1 a and 2a IS greater than 250, you be required to e-Itle this return (see mstructions) 3a Did the orqaruzation have unrelated bus mess gross Income of $1,000 or more durmg the year covered by

thrs return?

b If 'Yes' has It filed a Form 990-T for thrs year? If 'No,' provide an explanation In Schedule Q

4a At any time dunnq the calendar year, did the organization have an Interest m, or a signature or other authontv over, a financial account rn a foreign country (such as a bank account, secunties account, or other financial account)?

b If 'Yes,' enter the name of the foreign country' ~ ----------------------------f See the Instructions for exceptions and filing requirements for Fonn TO F 90-22.', Report of Foreign Bank and

Financral Accounts

5a Was the organization a party to a prohibited tax shelter transaction at any time durrnq the tax year?

b Did any taxable party notify the organization that It was or IS a party to a prohibited tax shelter transaction?

c If 'Yes,' to question 5a or 5b, did the orqaruzatron file Form 8886-T, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction?

6a Did the organization sohctt any contributions that were not tax deductible?

b If 'Yes,' did the organization mclude With every sohcrtatron an express statement that such contributions or gifts were not deductible?

7 Organizations that may receive deductible contributions under section '70(c).

a Did the organization provide goods or services In exchange for any quid pro quo contribution of more than $75? b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which It was required to file Form 8282?

d If 'Yes,' Indicate the number of Forms 8282 filed dunnq the year

e Did the organization, durinq the year, receive any funds, directly or mdrrectly, to pay premiums on a personal

benefit contract?

f Did the organization, dunnq the year, pay premiums, directly or Indirectly, on a personal benefit contract? g For all contributions of qualified Intellectual property, did the organization file Form 8899 as required?

h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as recurred? 8 Section 50'(cX3) and other sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supportmg organization, or a fund rnamtamed by a sponsoring organization, have excess business holdings at any time dunnq the year?

9 Section 50'(cX3) and other sponsoring organizations maintaining donor advised funds. a Did the organization make any taxable distributions under section 4966?

b Did the organization make any distribution to a donor, donor advisor, or related person? , 0 Section 50' (c)(7) organizations. Enter

a Initiation fees and capital contributions mcluded on Part VIII, line 12

I 'Oal

Page 5

X

3b

Yes No

3a

4a X
-- -- - --
5a X
5b X
5c
6a X
6b
---- -_- --_
7a X
7b
7c X 7e X

7f X

7g X

7h X

_----_-_--

8

-_--_--

9a

9b

b Gross Receipts, Included on Form 990, Part VIII, line 12, for public use of club facilities '--'.;;.O"'b..__ --t

" Section 50'(cX12) organizations. Enter

a Gross Income from other members or shareholders I--'-'-'-'.::a+- --t

b Gross income from other sources (Do not net amounts due or paid to other sources against

amounts due or received from them) '--'-'-''''-b..__ --r

'2a Section 4947(aX') non-exempt charitable trusts. Is the organization filing Form 990 In lieu of Form 1041? r'2=-a~_....L. __

b If 'Yes,' enter the amount of tax-exemp_t mterest received or accrued dunnq the year -, '2bl

BAA

Form 990 (2008)

TEEAO 1 OSL 0212&109

Form 990 (2008 Foundation of the State Bar of CA 94-3104546 Pa e 6

Governance, Management and Disclosure (Sections A. B, and C request mtormetton about pottctes not requued by the Internal Revenue Code.)

Section A Governing Body and Management

For each 'Yes'response to lines 2-7b below, and for a 'No' response to lines 8 or 9b below, describe the circumstances, ..-_+-Y_;e...;;s+-.;..;N:.;:o_ processes, or changes In Schedule 0 See tnstructtons

1 a Enter the number of voting members of the governing body I 1 al 27

b Enter the number of voting members that are Independent I 1 bl 27

2 Did any officer, director, trustee, or key employee have a family relatronstup or a business relationship with any other officer, director, trustee or key employee?

3 Did the orqaruzatron delegate control over management dulles customarily performed by or under the direct supervisron of officers, directors or trustees, or key employees to a management company or other person?

4 Did the organization make any significant changes to ItS organizational documents

since the prior Form 990 was flied?

5 Did the organization become aware durrnq the year of a material diversion of the organization's assets? 6 Does the organization have members or stockholders?

7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body?

b Are any decisrons of the governing body subject to approval by members, stockholders, or other persons?

S Did the organization contemporaneously document the meetings held or written actions undertaken dunnq the year by the following

a The governing body?

b Each committee with authority to act on behalf of the governing body? 9a Does the organization have local chapters, branches, or affiliates?

b If 'Yes,' does the organization have written pohcies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization?

10 Was a copy of the Form 990 provided to the organization's governing body before It was filed? All organizations must descnbe In Schedule 0 the process, If any, the organization uses to review the Form 990 See SChedule 0

11 Is there any officer, director or trustee, or key employee listed In Part VII, Section A, who cannot be reached at the organization's mailing address? If 'Yes,' provide the names and addresses In Schedule 0

-- -
2 X
3 X
4 X
5 X
6 X
7a X
7b X
_- - -
Sa X
Sb X
9a X
9b
10 X
11 X Section B Policies

Yes No
12a Does the orqamzauon have a written conflict of Interest policy? If 'No, ' go to line 13 12a X
b Are officers, directors or trustees, and key employees recurred to disclose annually Interests that could give rise X
to conflicts? 12b
c Does the organization r"ularly and consistently monitor and enforce compliance with the policy? If 'Yes, ' descnoe In X
Schedule 0 how thiS IS one See Schedule 0 12c
13 Does the organization have a written whistleblower pohcy? 13 X
14 Does the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the followmq persons Include a review and approval by Independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decrsion -~ --
a The orqaruzatron's CEO, Executive Director, or top management offtcral? 15a X
b Other officers of key employees of the organization? See Schedule 0 15b X
DesCribe the process In Schedule 0 (see instructions)
16a Did the organization Invest In, contribute assets to, or participate In a jomt venture or Similar arrangement With a taxable X
entity dunnq the year? 16a
b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate ItS participation
In [ornt venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt - - -
status With respect to such arrangements? 16b Section C. Disclosures

17 List the states With which a copy of tms Form 990 IS required to be flied • _ f~ _

18 Section 6104 requires an organization to make ItS Forms 1023 (or 1024 If applicable), 990, and 990-T (501 (c)(3)s only) available for public Inspection Indicate how you make these available Check all that apply

o Own website !Rl Another's website !Rl Upon request

19 DeScribe In Schedule 0 whether (and If so, how) the orparuzanon makes ItS governing documents, conflict of Interest policy, and tmancial

statements available to the public See Schedule 0

20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization

• _f_f~n_k_lii_t1!2e_r_ !_8_0_~O_WE!A §~r_e~~ _§~n _ _f!:~n_f~s_c_9_C_A_ ~4__1_g~ _41~-_8~~-_Ol~O_ _

BAA

Form 990 (2008)

TEEA0106l 12118108

2008 Foundation of the State Bar of CA 94-3104546

Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Pa e 7

'Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1 a Complete this table for all persons requrred to be listed. Use Schedule J·2 If additional space IS needed

• List all of the organization's current officers, directors, trustees (whether Individuals or organizations), regardless of amount of cornpensatron, and current key employees Enter ·0· In columns (D), (E), and (F) If no compensation was paid

• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W·2 and/or Box 7 of Form 1099·MISC) or more than $100,000 from the organization and any related organizations

• List all of the orparuzation's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations

• List all of the organization's former directors or trustees that received, In the capacity as a former director or trustee of the organization, more than $100,000 of reportable compensation from the orqaruzation and any related organizations

List persons In the following order individual trustees or directors, mstitutronal trustees, officers, key employees, highest compensated employees, and former such persons

n Check this box If the organization did not compensate any officer, director, trustee, or key employee
(A) (B) (c) (D) (E) (F)
Name and TItle Average Posinon (check all that apply) Reportable Reportable Estimated
hours compensation from compensation from amount of other
per week Q" " Q '" ~.l the or~a",zatlon related or~a",za"ons compensanon
0.9- '" '" <>
C' '< 'C :l' CN·211 99 MISC) CN 211 0 9·MISC) from the
::; S ~ n <>
<>0. !!! ~~ organization
n c: e- 3
Q'!!l. 0 'C if;; and related
[ ~ 0 organizations
2' 3
<> 'C
!!l ;: <> '"
if '" g
n;
to n;
a.
_R.212e..F!_S_c.2~~ !ly1j.~ _______
President 3 X X O. O. O.
Vivian L. Kra1
--------------------- X
Vice President 1 X O. O. O.
Steven G. Tidrick
--------------------- 1 X X O. O.
Vice President O.
_Ll-~d_sEY _L..:, _L_e~ __________
Treasurer 1 X X O. O. O.
_Pl-~n_e_ ~·_li~~ny~n _________ X
Secretary 1 X O. O. O.
_RE~l_~y~_lE _____________ 1 X O. O.
Director O.
_}~ff..F~Y _L..:, _B_l~!.c_h ________ 1 X O. O.
Director O.
Peter R. Boutin
--------------------- 1 X O. O. O.
Director
~~~tfE~f~~E~w~ ________ 1 X O. O. O.
Director
Mario Camara
--------------------- 1 X O. O. O.
Director
_AE~~t!~ _P_.:. _~E~e.9l-~ ______ 1 X O. O.
Director O.
Richard Lee Crabtree
--------------------- 1 X O.
Director O. O.
_H.2~._~~~~g!~_p..:,_D_o~i_ng_ X
Director 1 O. O. O.
~.2p~_~._f~i~ __________ X
Director 1 O. O. o.
_ME ;:~hE _ K_. _ ~o_o.9!.n.9 ________
Director 1 X o. o. O.
Bruce Hamilton
---------------------
Director 1 X O. O. O.
Bruce G. Iwasaki
---------------------
Director 1 X O. O. O. BAA

TEEA0107L 11107108

Form 990 (2008)

Form 990 (2008) Foundation of the State Bar of CA 94-3104546 Page 8

I Part VIII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (cont.)

(A) (B) (c) (0) (E) (F)

Average Posmon (check all that apply) hours

per week ~ :J e.9- ~ !:

~g. g~

_s.!~~eE_S_._~C!...ui~o_l.9 _

Director 1 X

~l£~a~~~~_~o~~~~ _

Director 1 X

~l~n~E~_M~~l~~ _

Director 1 X

~E£~g~~E£~eE _

Director 1 X

~E~d~~y_S~_~hl~~p~ _

Director 1 X

_Wl~d_i~_O_._~c_o.!~ _

Director 1 X

_s.!~~tg~~~_~t~~~ _

Director 1 X

~E~~~~J~~eE _

Director 1 X

JE~~dg£~l~Jl~~ _

Director 1 X

Pg~~12~~~_W5E~hJg~ _

Director 1 X

_L~~l_i~_T_._~C!...tEl!i_YE _

Executive Direc 40 X

Name and TItle

O.

Reportable compensauon from the organlzatoon (W-211099-MISC)

Reportable compensatoon from related orqaruzauons (W 211 099-MISC)

Estomated amount of other compensancn from the organization and related orqaruzations

O. O. O.
O. O. O.
O. O. O.
O. O. O.
O. O. O.
O. O. O.
O. O. O.
O. O. O.
O. O. O.
O. O. O.
113,339. O. O. 1 b Total

113,339.

O.

2 Total number of mdivrduals (Including those In 1a) who received more than $100,000 In reportable compensation from the • 1

orqaruzanon
Yes No
3 Did the or~anlzatlon list any former officer, director or trustee, key employee, or highest compensated employee
on line 1 a If 'Yes,' complete Schedule J for such individual 3 X
4 For any individual listed on line 1 a, IS the sum of reportable compensation and other compensation from
the organization and related organizations greater than $150,0001 If 'Yes' complete Schedule J for such X
Individual 4
5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services
rendered to the orcaruzatron? If 'Yes,' complete Schedule J for such person 5 X Section B. Independent Contractors

1 Complete this table for your five highest compensated Independent contractors that received more than $100,000 of

compensation from the orqaruzatron
(A) (B) (C)
Name and business address Descnptron of Services Corncensatron






2 Total number of Independent contractors (Including those In 1) who received more than $100,000 In
compensation from the orqaruzatron P- O BAA

TEEA0108L 10113108

Form 990 (2008)

-- --- ------

F

990 (2008) Fund t i on of th Stat Sa

f CA

94 3104546

P

9

arm 0 a 1. e e r 0 - age
Patt Villi Statement of Revenue
(A) (B) (C) (0)
Total revenue Related or Unrelated Revenue
exempt business excluded from tax
function revenue under sections
revenue 512,513, or 514
I!!j!! 1 a Federated campaigns 1a
~~ b Membership dues 1b
111:0 C Fundralslng events. 1c
~:E
.,,<
till: d Related oroaruzatrons 1d
15:5
vii e Government grants (contnbullons) 1e
~ili f All other contnbuuons, gifts, grants, and
-III:
~w
:::): similar amounts not Included above 1t 1,649,420.
!!::;
~Q 9 Noncash contnbns Included In Ins 1 a-lf $
Zz ~-
8< h Total. Add lines 1a-lf ~ 1,649,420.
III Business Code
:::) - - - - - - --- - - --- --- -- --- --
Z
III 2a
~ ------------------
III: b
III ------------------
U c
5= ------------------
15 d
'" ------------------
:I e
« ------------------
III:
e f All other program service revenue
0
III: 9 Total. Add lines 2a-2f ~
...
3 Investment Income (including dividends, Interest and
other similar amounts) ~ 67,276. 67 276.
4 Income from Investment of tax-exempt bond proceeds ~
5 Royalties ~ 396,209. 396,209.
(0) Real (00) Personal
6a Gross Rents
bLess rental expenses
c Rental Income or (loss) --- -- --- - -- _--- --- -- - --- --- _------
d Net rental Income or (loss) ~
7 a Gross amount from sales of (0) Securotoes (00) Other
assets other than Inventory 951,349.
b Less cost or other baSIS
and sales expenses 1,498 085.
c Gain or (loss) -546,736. -- -- - -_- - - - - - --- -- ---_-
d Net gain or (loss) ~ -546,736. -546,736.
III Sa Gross Income from fundraismq events
:::) (not including $
z
~ of contnbutions reported on line 1 c)
III: See Part IV, line 18 a
III:
III b Less direct expenses b
~ -- -- - - - _- - - - -- -- - - - - - - --
0 c Net Income or (loss) from fund raising events ~
9a Gross Income from gaming actrvitres
See Part IV, line 19 a
b Less direct expenses b --- -
c Net Income or (loss) from gaming acuviues ~
lOa Gross sales of Inventory, less returns
and allowances a
b Less cost of goods sold b --
c Net Income or (loss) from sales of Inventory ~
Miscellaneous Revenue BUSiness Code
11a Miscellaneous 70. 70.
------------------
b
------------------
C
------------------
d All other revenue
e Total. Add lines 11 a-11 d ~ 70.
12 Total Revenue. Add lines 1 h, 2g, 3, 4, 5, 6d, 7d, 8c. 9c,
10c,and11e ~ 1,566 239. O. O. -83,181. BAA

TEEAOI09L 12118/2008

Form 990 (2008)

2008 Foundation of the State Bar of CA 94-3104546

Pa e 10

Section 501(c)(3) and 501 (c)(4) organizations must complete all columns.

All other organizations must complete column (A) but are not required to complete columns (B), (C), and (0).

Do not include amounts re/a0rted on lines (A) (B) (C) (0)
Total expenses Program service Management and Fundraismq
6b,7b 8b,9b and TOb of art VIII. expenses general expenses expenses
1 Grants and other assistance to governments
and organizations m the U S See Part IV. 1 235-,342. 1 235 342.
line 21
2 Grants and other assistance to Individuals In
the U S See Part IV, line 22 302,363. 302,363.
3 Grants and other assistance to governments,
or~anrzatlons, and indrvrduals outside the
U See Part IV. lines 15 and 16
4 Benefits paid to or for members
5 Compensation of current officers, directors, 116,189. 23,496. 51,433. 41,260.
trustees, and key employees
6 Compensation not Included above, to
disqualified ~ersons (as defined under
section 495 (f)(l) and persons descrrbed In O. O. O. O.
section 4958(c)(3)(B)
7 Other salaries and wages. 157,623. 53,669. 23,134. 80,820.
a Pension plan contnbotrons (include section
401 (k) and section 403(b) employer
contnbutions)
9 Other employee benefits. 20 642. 6 261. 2 526. 11 855.
10 Payroll taxes 24 199. 7 176. 6 107. 10 916.
11 Fees for services (non-employees)
a Management
b Legal
c Accounting 25 552. 25,552.
d Lobbyrng
e Prof fundrarsmq svcs See Part IV, In 17
f Investment management fees
g Other 86,232. 74 768. 9 642. 1 822.
12 Acvertrsmq and promotron 6,932. 310. 6,622.
13 Office expenses 23,552. 7 548. 4 498. 11 506.
14 Information technology 8 057. 394. 923. 6 740.
15 Royaltres
16 Occupancy 33 879. 10 638. 8,022. 15 219.
17 Travel 19 853. 5,902. 13,154. 797.
1a Payments of travel or entertainment
exgenses for any federal, state, or local
pu he officials
19 Conferences, conventrons, and meetings. 11,934. 5,845. 6,089.
20 Interest
21 Payments to affiliates
22 Depreciation, depletion, and amortization
23 Insurance 8,398. 8 398.
24 Other expenses Itemize expenses not
covered above. (Expenses grouped together
and labeled miscellaneous may not exceed
5% of total expenses shown on line 25
below}
aY!~~1~(~~1!~a~0~~L ____ 9,189. 2,111. 7,078.
b Miscellaneous 7,320. 3,496. 3,277. 547.
---------------------
C~!~~l~~g~~ __________ 6,695. 1,262. 5,433.
d
---------------------
e
---------------------
f All other expenses
25 Total functional expenses Add lines I through 241 2,103,951. 1,740 581. 162,755. 200,615.
26 Joint Costs. Check here • ~ If followrng
SOP 98-2 Complete this line on~ II the
organization reported In column B) jomt
costs Irom a combrned educational
campaign and fundrarsmq solicitation BAA

Form 990 (2008)

TEEAOll0L 12119/08

Form 990 (2008) Foundation 0 t e tate Bar 0 4- 1 Page 11
IPal1 X I Balance Sheet
(A) (B)
. Beginning of year End of year
1 Cash - non-rnterest-beannq 1
2 Savings and temporary cash Investments 289,226_ 2 167,977_
3 Pledges and grants receivable, net 12,973. 3 10,586.
4 Accounts receivable, net 4
5 Receivables from current and former officers, directors, trustees, key employees,
or other related parties Complete Part II of Schedule L 5
6 Receivables from other disqualified persons (as defined under section 4958(f)(1» - -_-_- -- - - -- - *_ -- - -- -
and persons described In section 4958(c)(3)(B) Complete Part II of Schedule L 6
A 7 Notes and loans receivable, net 7
5
5 8 Inventories for sale or use 8
E
T 9 Prepaid expenses and deferred charges 8,155. 9 6,129.
5
lOa Land, bUildings, and equipment cost baSIS lOa 28,174.
b Less accumulated depreciatron Complete Part VI of -- - - - -_ --- -
Schedule D lOb 28,174. 10c
11 Investments - publicly-traded secunties 2,490,108. 11 1,531,366.
12 Investments - other secunties See Part IV, line 11 12
13 Investments - program-related See Part IV, line 11 13
14 Intangible assets 14
15 Other assets See Part IV, line 11 15
16 Total assets Add lines 1 through 15 (must equal line 34) 2 800,462. 16 1,716,058.
17 Accounts payable and accrued expenses 15,842. 17 17,514.
18 Grants payable 16,500. 18 37,500.
19 Deferred revenue 19
L 20 Tax-exempt bond liabilities 20
I
A 21 Escrow account liability Complete Part IV of Schedule D 21
B
I 22 Payables to current and former officers, directors, trustees, key emplopees,
L
I highest compensated employees, and disqualified persons Complete art II - -- - - - - _-_ - ------- --
T
I of Schedule L 22
E 23 Secured mortgages and notes payable to unrelated third parties 23
s
24 Unsecured notes and loans payable 24
25 Other liabilities Complete Part X of Schedule D 25
26 Total liabilities. Add lines 17 through 25 32 342. 26 55 014.
~ Organizations that follow SFAS 117, check here • ~ and complete lines
T 27 through 29 and lines 33 and 34.
-- _-- --- -- - --- - ------
A 27 Unrestricted net assets 2 767,090. 27 1 660,749.
~ 28 Temporarily restricted net assets 1 030. 28 295.
~ 29 Permanently restricted net assets 29
0 Organizations that do not follow SFAS 117, check here • D and complete
R
F lines 30 through 34.
u - - - - - - - -- -
N 30 Capital stock or trust principal, or current funds 30
D
B 31 Paid-in or capital surplus, or land, building, and equipment fund 31
A
L 32 Retained earnings, endowment, accumulated Income, or other funds 32
A
N 33 Total net assets or fund balances. 2/768 120. 33 1,661/044.
c
E
S 34 Total liabilities and net assets/fund balances 2 800,462. 34 1,716,058.
I Part XI I Financial Statements and Reporting
Yes No
1 Accounting method used to prepare the Form 990 D Cash [R] Accrual D Other
2a Were the organization's financial statements complied or reviewed by an Independent accountant? 2a X
b Were the organization's fmancial statements audited by an Independent accountant? 2b X
c If 'Yes' to 2a or 2b, does the organization have a committee that assumes responsibility for oversiqht of the audit, X
review, or compilation of ItS financial statements and selection of an Independent accountant? 2c
3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth In the Single X
Audit Act and OMB Circular A·133? 3a
b If 'Yes,' did the organization undergo the recurred audit or audits? 3b f h S

f CA

9 3 04546

BAA

Form 990 (2008)

TEEAOlllL 12122108

SCHEDULE A (Fonn 990 or 99O·EZ)

OMS No 1545·0047

"Department of the Treasury tnternal Revenue Service

Public Charity Status and Public Support

To be completed by all section 501 (cX3) organizations and section 4947(a)(1) nonexempt charitable trusts.

• Attach to Fonn 990 or Form 99O·EZ. • See separate instructions.

2008

Open to Public Inspection

Name of the orqaruzatron Foundation of the State Bar of CA I Employe"dentificat,onnumbe,

dba California Bar Foundation 94-3104546

I Part I I Reason for Public Charity Status (All orcaruzatrons must complete this part.) (see Instructions)

The organization IS not a pnvate foundation because It IS (Please check only one crqaruzation.)

1 ~ A church, convention of churches or association of churches described In section 170(b)(1)(A)(i).

2 A school descnbed In section 170(b)(1)(A)(ii). (Attach Schedule E)

3 A hospital or cooperative hospital service organization described In section 170(b)(1)(A)(iii). (Attach Schedule H )

4 A medical research organization operated In conjunction with a hospital descnbed In section 170(b)(1)(A)(iii) Enter the hospital's name, City, and state

5 D An organization operated-for the benefit-of a-coliege or-university owned or operated-by a gOVemmeni~runlt-describedln-sectlon - - • 170(b)(1)(A)(iv). (Complete Part II )

6 D A federal, state, or local government or governmental unit described In section 170(b)(1)(A)(v).

7 D An orqaruzatron that normally receives a substantial part of ItS support from a governmental unit or from the general public descnbed In section 170(b)(1)(A)(vi). (Complete Part II )

8 D A community trust described In section 170(b)(1)(A)(vi). (Complete Part II )

9 DAn orqaruzatron that normally receives (1) more than 33·1/3 % of Its support from contnbutions. membership fees, and gross receipts

from activities related to Its exempt functions - subject to certain exceplions, and (2) no more than 33·1/3 % of ItS support from gross Investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2). (Complete Part III )

10 D An organization organized and operated exclusively to test for public safety See section 509(a)(4). (see Instructions)

11 !Rl An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or more publicly supported organizations descnbed In section 509(a)(1) or section 509(a)(2) See section 509(a)(3). Check the box that descnbes the type of supporting organization and complete lines 11 e through 11 h

a !RlType I b o Type II c D Type III - Functionally Integrated d D Type 111- Other

e !Rl By checking this box, I certify that the organization IS not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported orqaruzatrons descnbed In section 509(a)(1) or section 509(a)(2).

If the organization received a wntten determination from the IRS that IS a Type I, Type II or Type III supporting organization, 0 check this box

g Since August 17,2006, has the organization accepted any gift or contnbutron from any of the follOWing persons?

(ii)

a person who directly or Indirectly controls, either alone or together with persons described In (II) and (III) below, the governing body of the supported organization?

a family member of a person descnbed In (I) above?

Yes No

x

(i)

11

x

h

(iii) a 35% controlled entity of a person descnbed In (I) or (II) above?

P h fll f b h t h

11

11

x

rovide teo owmq In ormation a out t e oroaruza Ions t e organrzatlon SU_Qp.orts
(I) Name of Supported (ii)EIN (III) Type of orqaruzanon (iv) Is the (v) O,d you n01l1y (vI) Is the (vii) Amount of Support
Organization (descnbed on lines 1 9 oreanlzallon In col the orqaruzanon '" organization In col
above or IRe section I) listed In your COl (i) of (i) organized In the
(see instructions» governing your support? US?
document'
Yes No Yes No Yes No
The State Bar of ( alifornia
94-6001385 line 6 X X X 116,441.



Total 116,441. BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Schedule A (Form 990 or 990·EZ) 2008

TEEA0401L 12117/08

L.:.....::~'-'Support Schedule for Organizations Described in Sections 170(bXl)(A)(iv) and 170(b)(lXA)(vi) (Complete only If you checked the box on line 5, 7, or 8 of Part I )

Schedule A (Form 990 or 990-EZ) 2008 Foundation of the State Bar of CA 94-3104546

Pa e 2

A P bli S rt

'Sectlon u IC uPPO
Calendar year (or fiscal year (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
beginning in) •
1 Grfts, grants, contnbutrons and
membership fees received )00
not Include 'unusual grants'
2 Tax revenues levied for the
organization's benefit and
either paid to It or expended
on Its behalf
3 The value of services or
tacrhtres furnished to the
organization by a governmental
unit without charge Do not
Include the value of services or
tacurhes generally furnished to
the public without charge
4 Total. Add lines 1-3
5 The portion of total
contnbut.ons by each person
(other than a governmental
Unit or publicly supported
orqaruzatron) 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
Section ota upport
Calendar year (or fiscal year (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
beginning in) •
7 Amounts from line 4
8 Gross Income from Interest,
dividends, payments received
on secuntres loans, rents,
royalties and Income form
Similar sources
9 Net Income form unrelated
busmess activities, whether or
not the business IS regularly
carried on
10 Other Income Do not Include
gain or loss form the sale of
capital assets (Explain In
Part IV)
" Total su~gort. Add lines 7
through
12 Gross receipts from related acnvrtres. etc (see Instructions) l 12 BTl S

13 First five years. If the Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c) (3)

organization, check tlus box and stop here ~ 0

Section C. Com utation of Public Su ort Percenta e

14 Public support percentage for 2008 (line G, column (f) divided by line 11, column (f) %

15 Public support percentage for 2007 Schedule A, Part IV-A, line 26f %

16a 33-1/3 support test - 2008. If the organization did not check the box on line 13, and the line 14 IS 33-1/3 % or more, check this box 0

and stop here. The organization qualifies as a publicly supported organization ~

b 33-1/3 support test - 2007. If the orqaruzatrcn did not check a box on line 13, or 1Ga, and line 15 IS 33-1/3% or more, check thrs box 0

and stop here. The organization qualifies as a publicly supported organization ~

17a 10%-facts-and-circumstances test - 2008. If the organization did not check a box on line 13, 16a, or 1Gb, and line 14 IS 10% or more, and If the organization meets the 'tacts-and-crrcurnstances' test, check this box and stop here. Explain In Part IV how

the organization meets the 'tacts-and-circumstances' test The organization qualifies as a publicly supported orqaruzanon. ~ 0

b 10%-facts-and-circumstances test - 2007. If the organization did not check a box on line 13, 1Ga, 16b, or 17a, and line 15 IS 10%

or more, and If the organization meets the 'tacts-and-crrcurnstances' test, check thrs box and stop here. Explain In Part IV how the

organization meets the 'tacts-and-crrcumstances' test. The organization qualifies as a publicly supported organization. ~

18 Private foundation. If the organization did not check a box on line, 13, 16a, 1Gb, 17a, or 17b, check this box and see instructions ~

BAA Schedule A (Form 990 or 990·EZ) 2008

TEEA0402L 12117/08

Support Schedule for Organizations Described in Section S09(aX2)

,-,-~o.='--'

(Complete only If you checked the box on line 9 of Part I )

Schedule A Form 990 or 990-EZ) 200B Foundation of the State Bar of CA

94-3104546

Pa e 3

SAP ~. S rt

. ection u IC uppo
Calendar year (or fiscal yr beginnlOg 10)· (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e)200B (f) Total
1 Gifts, grants, contributions and
membership fees received ~DO
not Include 'unusual grants'
2 Gross receipts from
admissions, merchandise sold
or services performed, or
facilities furnished In a activity
that IS related to the
organization's tax-exempt
purpose
3 Gross receipts from acnvmes that are
not an unrelated trade or ousmess
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 1·5
7a Amounts Included on lines 1,
2, 3 received from disqualified
persons
b Amounts Included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of 1 % of
the total of lines 9, 10c, 11,
and 12 for the year or $5,000
c Add lines 7a and 7b
S Public support (Subtract line
7c from line 6 )
ection ota upport
Calendar year (or fiscal yr beginning In) • (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 200B (f) Total
9 Amounts from line 6
10a Gross Income from Interest,
dividends. patments received
on secunties oans, rents,
royalties and Income form
similar sources
b Unrelated business taxable
Income (less section 511
taxes) from busmesses
acquired after June 30, 1975
c Add lines lOa and lOb
11 Net Income from unrelated busrness
activities not Included mhne 1 Db,
whether or not the busmess IS
regularly earned on
12 Other Income Do not Include
gain or loss from the sale of
capital assets (Explain In
Part IV)
13 Total support. (add Ins 9, IOc. II, and 12) S

B T

IS

14 First five years. If the Form 990 IS for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c) (3) organization, check trus box and stop here

Section C. Com utation of Public Su ort Percenta e

15 Public support percentage for 200B (line B, column (I) divided by line 13, column (I)) 16 Pubhc su ort ercenta e from 2007 Schedule A, Part IV·A, line 27

%

17 Investment Income percentage for 200S (line 10c, column (I) divided by line 13, column (I) 1S Investment Income percentage from 2007 Schedule A, Part IV·A, line 27h

19a 33·113 support tests - 2008. If the organization did not check the box on line 14, and line 15 IS more than 33·1/3%, and line 17 IS not more than 33·1/3%, check thrs box and stop here. The organization qualifies as a publicly supported organization

%

%

b 33-113 support tests - 2007. If the organization did not check a box on line 14 or 19a, and line 16 IS more than 33·1/3%, and line 18

IS not more than 33·1/3%, check thrs box and stop here. The organization qualifies as a publicly supported organization ..

20 Private foundation. If the or arnzauon did not check a box on line 14, 19a, or 19b, check this box and see Instructions

BAA

TEEA0403L 01129/09

Schedule A (Form 990 or 990·EZ) 2008

Schedule A (Form 990 or 990·EZ) 2008 Foundation of the State Bar of CA 94-3104546 Pa e 4

Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; L.:.....:::.:....:..~_..Part II, line 17a or 17b; or Part III, line 12. Provide any other additional Information. (see Instructions)

BAA

TEEA0404L 10/07/08

Schedule A (Form 990 or 990·EZ) 2008

SCHEDULE D (Form 990)

OMS No 1545-0047

Supplemental Financial Statements

2008

Department of the Treasury AHach to Form 990, To be completed by organizations that Open to Public

tnternat Revenue Service answered 'Yes,' to Form 990, Part IV, lines 6,7,8,9,10,11, or 12, In'spec:tion

I Part I J Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete If the organization answered 'Yes' to Form 990, Part IV, line 6.

Name 01 the organization I Employer Identification number

Foundation of the State Bar of CA 94-3104546

(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year
2 Aggregate contributions to (during year)
3 Aggregate grants from (during year)
4 Aggregate value at end of year 5 Old the organization Inform all donors and donor advisors In writing that the assets held In donor advised funds are the organization's property, subject to the organization's exclusive legal control?

DYes

6 Old the organization Inform all grantees, donors, and donor advisors In writing that grant funds may be

used only for charitable purposes and not for the benefit of the donor or donor advisor or other

irn errmssrble nvate beneflt'? Yes No

1 Purpose(s) of conservation easements held by the organization (check all that apply)

§ Preservation of land for public use (e g , recreation or pleasure) 0 Preservation of an historically Important land area

Protection of natural habitat 0 Preservation of certified rustonc structure

Preservation of open space

2 Complete lines 2a·2d If the organization held a qualified conservation contribution In the form of a conservation easement on the last day f th t

a b c d

3 Number of conservation easements modified, transferred, released, extrnqurshed, or terminated by the organization dunnq the taxable

year • _

4 Number of states where property subject to conservation easement IS located • _

5 Does the organization have a written policy regarding the penodrc monitoring, Inspection, Violations, and enforcement of the conservation easement It holds?

0 e ax year
Held at the End of the Year
Total number of conservation easements 2a
Total acreage restricted by conservation easements 2b
Number of conservation easements on a certified histone structure Included In (a) 2c
Number of conservation easements Included In (c) acqurred after 8117/06 2d DYes

o No

6 Staff or volunteer hours devoted to morutonnq, Inspecting, and entorcmq easements dunnq the year • _

7 Amount of expenses Incurred In rnorutorrnq, Inspecting, and enforcrnq easements dUring the year • $

-----------

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(8)(I) and 170(h)(4)(8)(II)?

DYes

o No

I Part III I Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets Complete If the organization answered 'Yes' to Form 990, Part IV, line 8.

9 In Part XIV, descnbe how the organization reports conservation easements In Its revenue and expense statement, and balance sheet, and Include, If applicable, the text of the footnote to the organization's financial statements that descnbes the organization's accounting for conservation easements

1 a If the organization elected, as permitted under SFAS 116, not to report In ItS revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for pubhc exhibition, education, or research In furtherance of public servrce, provide, In Part XIV, the text of the footnote to ItS tmancial statements that descnbes these Items

b If the organization elected, as permitted under SFAS 116, not to report In ItS revenue statement and balance sheet works of art, historical treasures, or other Similar assets held for public exhibition, education, or research In furtherance of public service, provide the fotlowmq amounts relating to these Items

(i) Revenues Included In Form 990, Part VIII, line 1 .$ _

(ii) Assets Included In Form 990, Part X • $ _

2 If the organization received or held works of art, historical treasures, or other Similar assets for financial gain, provide the followmq amounts recuired to be reported under SF AS 116 relating to these Items

a Revenues Included In Form 990, Part VIII, line 1 • $

--------

b Assets Included In Form 990, Part X • $

BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990,

Schedule 0 (Form 990) 2008

TEEA3301L 12123/08

5 DUring the year, did the organization solicit or receive donations of art, historical treasures, or other similar

assets to be sold to raise funds rather than to be maintained as art of the or aruzatron's collection? Yes No

3 USing the organization's accession and other records, check any of the following that are a significant use of ItS collection Items (check all

that apply)

a § Public exhibition

b Scholarly research

c Preservation for future generations

4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose In

Part XIV

d B Loan or exchange programs

e Other

Part IV Trust, Escrow and Custodial Arrangements Complete If organization answered 'Yes' to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets not Included on Form 990, Part X?

b If 'Yes,' explain the arrangement In Part XIV and complete the following table

DYes

c Beginning balance

d Additions dunnq the year

e Distributions dUring the year f Ending balance

2a Did the organization Include an amount on Form 990, Part X, line 21?

f 'Y P XIV

Amount
lc
ld
le
1f
UYes lJNo bl es.' explain the arranqernent In art
I Part V I Endowment Funds Complete If organization answered 'Yes' to Form 990 Part IV line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1 a Beginning of year balance 2 559,284.
b Contributions 148 550.
c Investment earnings or losses -1 042 800.
d Grants or scholarships
e Other expenditures for tacrhties -112,657.
and programs
f Administrative expenses -20,942.
9 End of year balance 1,531,435. 2 Provide the estimated percentage of the year end balance held as

a Board desiqnated or quasi-endowment • 100.00 %

b Permanent endowment • %

c Term endowment • %

Yes No
3a(i) X
3a(ii) X
3b X
4 escn e In art e mten e uses 0 e oroaruza Ion s en owment unds ee ar
I Part VI I Investments-Land Buildings, and Equipment. See Form 990, Part X, line 10.
Descnptron of Investment (a) Cost or other baSIS (b) Cost or other (c) Deprecration (d) Book Value
(Investment) baSIS (other)
1 a Land
b BUildings
c Leasehold Improvements
d Equtprnent 28,174. 28,174. O.
e Other
Total. Add lines 1a·1e (Column (d) should equal Form 990, Part X, column (8), line 10(e)) • O. 3a Are there endowment funds not In the possession of the organization that are held and administered for the organization by

(i) unrelated organizations (ii) related organizations b If 'Yes' to 3a(II), are the related oroamzanons listed as required on Schedule R?

D b P XIV th d d f th t d f S

P t XIV

BAA

Schedule 0 (Form 990) 2008

TEEA3302L 12123/08

Schedule 0 (Form 990) 2008 Foun at on 0 t e tate ar of CA 94-3104546 Page 3
IPait VII I Investments-Other Securities See Form 990, Part X, line 12. N/A
(a) Description of security or category (b) Book value (c) Method of valuation
(includrnq name of security) Cost or end·of-year market value
Fmancral derivatives and other financial products
Closely-held equrty Interests
Other ------------------------

----------------------------
----------------------------
---------------------------
---------------------------
---------------------------
---------------------------
---------------------------
---------------------------
---------------------------
Total. (Column (b) should equal Form 990 Part X. col (8) hoe 12.) •
I Part VIII I Investments-Program Related (_See Form 990, Part X, line 13) N/A
(a) Description of Investment type (b) Book value (c) Method of valuation
Cost or end-ot-vear market value










Total Column (b)(should eoual Form 990 Part X Col (8) Ime 13 ) •
I Part IX I Other Assets (See Form 990, Part X, line 15) N/A
(a) Description (b) Book value










Total. Column (b) Total (should equal Form 990, Part X, col (B), Ime 15) •
I Part X I Other Liabilities (See Form 990, Part X, line 25)
(al Description of Liability (b) Amount
Federal Income Taxes










Total. Column (b) Total (should equal Form 990. Part X, col (8) hne 25) • d i

f h S

B

In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax POSitions under FIN 48

BAA TEEA3303L 10/29/08 Schedule 0 (Form 990) 2008

ShdID(F

990) 2008 Foundation of the State Bar of CA

94 3104546

P

4

c e u e orm - age
I Part XI I Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VllI,column (A), line 12) 1 566 239.
2 Total expenses (Form 990, Part IX, column (A), line 25) 2 103,951.
3 Excess or (deficit) for the year Subtract line 2 from line 1 -537,712.
4 Net unrealized gains (losses) on Investments -569 364.
5 Donated services and use of tacilrtres
6 Investment expenses
7 Prior period adjustments
8 Other (Describe m Part XIV)
9 Total adjustments (net) Add lines 4·8 -569 364.
10 Excess or (deficrt) for the year per nnancial statements Cornbme lines 3 and 9 -1,107,076.
I Part XII I Reconciliation of Revenue per Audited Financial Statements With Revenue oer Return
1 Total revenue, gams, and other support per audited financial statements 1 996,875.
2 Amounts Included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gams on Investments 2a -569,364.
b Donated services and use of facilities 2b
c Recoveries of prior year grants 2c
d Other (Describe In Part XIV) 2d ---
e Add lines 2a through 2d 2e -569,364.
3 Subtract line 2e from line 1 3 1,566,239.
4 Amounts Included on Form 990, Part VIII, hne 12, but not on line 1
a Investments expenses not Included on Form 990, Part VIII, line 7b 4a
b Other (Describe In Part XIV) 4b -
c Add lines 4a and 4b 4c
5 Total revenue Add lines 3 and 4c. (Thrs should eaual Form 990, Part I, line 12) 5 1,566,239.
I Part XIII I Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements 1 2,103,951.
2 Amounts Included on line 1 but not on Form 990, Part IX, line 25
a Donated services and use of tacrhtres 2a
b Prior year adjustments 2b
c Losses reported on Form 990. Part IX, line 25 2c
d Other (Describe In Part XIV) 2d ---
e Add lines 2a through 2d 2e
3 Subtract line 2e from line 1 3 2,103,951.
4 Amounts Included on Form 990, Part IX, line 25, but not on line 1:
a Investments expenses not Included on Form 990, Part VIII, line 7b 4a
b Other (Describe m Part XIV) 4b - ---
c Add lines 4a and 4b 4c
5 Total expenses Add lines 3 and 4c (Thrs should equal Form 990, Part I, line 18) 5 2 103,951.
I Part XIV I Supplemental Information Complete thrs part to provide the descnptions required for Part II, lines 3, 5, and 9, Part III, lines 1a and 4, Part IV, lines 1b and 2b, Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b

__ ~~~+Wn~~~n~~d~s~JH£n~nlf~d _

__ ~~p~n~~~~ _

BAA

TEEA3304L 12123/08

Schedule 0 (Form 990) 2008

Pa e 5

BAA

TEEA3305L 07/24/08

Schedule 0 (Form 990) 2008

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Department of the Treasury Internal Revenue Service

OMB No 15450047

Transactions with Interested Persons • Attach to Form 990 or Form 99O·EZ.

• To be completed by organizations that answered

'Yes' on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 99O·EZ, Part V, line 38a or 4Ob.

2008

SCHEDULE L

• (Form 990 or 99O·EZ)

O"en to Public Inspection

I Part I I Excess Benefit Transactions (section 501 (c)(3) and section 501 (c)(4) organizations only).

To be completed by organizations that answered 'Yes' on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b_

Name of the organizatIOn Foundation of the State Bar of CA I Employer,dentiheationnumber

dba California Bar Foundation 94-3104546

, (a) Name of disqualified person (b) Descnption of transaction (e) Corrected'
Ves No 2 Enter the amount of tax Imposed on the organization managers or disqualified persons dunng the year under

section 4958 ~ $

----------------

3 Enter the amount of tax, If an , on line 2, above, reimbursed b the or aruzauon ~ $

Part II Loans to and/or From Interested Persons.

To be completed by organizations that answered 'Yes' on Form 990, Part IV, line 26 or Form 990-EZ, Part V, line 38a.

(a) Name of Interested person and purpose (b) Loan to or from (e) Oroglnal (d) Balance due (e) In default' (I) Approved (g)Wrotten
the organization' pnncrpal amount by board or agreement>
committee?
To From Ves No Ves No Ves No






Total ~ $
I Part III I Grants or Assistance Benefitting Interested Per~ons: To be completed by organizations that answered Yes on Form 990, Part IV, line 27_

(a) Name of Interested person (b) Relahonshlp between Interested person and (e) Amount of grant or type of assistance
the organlzahon






(Part IV I Business Transactions Involving Interested Per~ons: To be completed by organizations that answered Yes on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of Interested person (b) Relanonsrup between (e) Amount of (d) Descrophon of transaction (e) Sharong 01
Interested person and the transaction $ organization's
organization revenues'
Ves No
State Bar of California share director 33,879. Rent payments X
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Schedule L (Form 990 or 990-EZ) 2008

TEEA4501L 12117108

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SCHEDULE 0 ~ (Form 990)

Supplemental Information to Form 990

2008

OMB No 15450047

Department of the Treasury Internal Revenue service

• Attach to Form 990. To be completed by orQanizations to provide additional information for responses to specitlc questions for the Form 990 or to provide any additional information.

Open to Public Inspection

Nameoflheorganozatlon Foundation of the State Bar of CA dba California Bar Foundation

I Employer Identification number

94-3104546

___ F..9rrn 9~O.L.~a_rt_Vl,_Llnj!JD :.E.o...rm~O_liey~w_PrQ_C~~S _

__ y~~~c~~ _

_ _ _ r _!)!:.~ ~.!lt!~~.Y~ hi~~ 1_5p .: ~~m_p~~s~!!~n _R~~i~\! ~ ~~~~V.!l!_p.!~c~~s_f~r_O_ffi.c~~ ~ _ ~l ~'!I~I~~~s _

(Line 15a)

Early each year, the Personnel Committee, which is made up exclusively of Board

BAA for Pnvacy Act and paperworit Reduction Act NotIce, see the instructIons for fonn 990

TEEA4901L 12119/08

SChedule 0 (Farm 990) 2008

" SChedule 0

Page 2

,. Name 01 the organization Foundation of the State Bar of CA dba California Bar Foundation

Employer Identification number

94-3104546

(Line I5b)

We will release these items upon request.

BAA

Schedule 0 (Form 990) 2008

TEEA4902L 1211112008

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