2023-08-25T08:26:20-05:00 2022-12-31 222027092 WITHUM SMITH BROWN PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2022-01-01 046130261 MASSACHUSETTS BAR FOUNDATION INC MASS 6173380500 20 WEST STREET BOSTON MA 021111204 ANGELA C MCCONNEY ESQ PRESIDENT 6173380500 2023-08-07 1 ANGELA MCCONNEY ESQ 999009999 0 DAVID A DIIULIS P00303577 6174711120 2023-08-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANGELA C MCCONNEY ESQ 20 WEST STREET BOSTON MA 021111204 6314559 0 X WWW.MASSBARFOUNDATION.ORG X 1964 MA THE MASSACHUSETTS BAR FOUNDATION WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW. 23 23 0 100 0 0 2614627 4037110 0 0 142975 111191 0 0 2757602 4148301 2777589 2795216 0 0 250683 247339 0 0 0 105086 145743 3133358 3188298 -375756 960003 9097604 9089779 1364699 1357849 7732905 7731930 X THE MBF WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW. 0 0 2595426 2595426 IOLTA GRANTS 64290 64290 FELLOWS GRANTS 120000 120000 GANTS FUND GRANTS 15500 15500 SMITH FUND GRANTS ($12,000) AND MLGBA GRAY SCHOLARSHIP ($3,500). 15500 15500 2795216 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X SUSANNAH THOMAS 6173380500 20 WEST STREET BOSTON MA 021111218 RICHARD J GRAHN ESQ PAST PRESIDENT 1.00 X X 0 0 0 ANGELA C MCCONNEY ESQ PRESIDENT 1.00 X X 0 0 0 DAVID C HENDERSON ESQ TRUSTEE 1.00 X 0 0 0 COREY M CARVALHO ESQ TRUSTEE 1.00 X 0 0 0 VALERIE C CALDWELL ESQ TRUSTEE 1.00 X 0 0 0 HON SCOTT D PETERSON TRUSTEE 1.00 X 0 0 0 HON MEGAN H CHRISTOPHER TRUSTEE 1.00 X 0 0 0 KIMBERLY E WINTER ESQ TRUSTEE 1.00 X 0 0 0 EDWARD F DOMBROSKI JR ESQ SECRETARY 1.00 X X 0 0 0 G PERRY WU ESQ VICE PRESIDENT 1.00 X X 0 0 0 HON MARGUERITE T GRANT TRUSTEE 1.00 X 0 0 0 MAGARET J HURLEY ESQ TRUSTEE 1.00 X 0 0 0 HON MAYNARD M KIRPALANI TRUSTEE 1.00 X 0 0 0 PAUL J KLEHM ESQ TRUSTEE 1.00 X 0 0 0 MELISSA LANGA ESQ TREASURER 1.00 X X 0 0 0 JOHN T LYNCH ESQ TRUSTEE 1.00 X 0 0 0 JAMES F MARTIN ESQ TRUSTEE 1.00 X 0 0 0 HON MARK D MASON TRUSTEE 1.00 X 0 0 0 IRIS TAYMORE SCHNITZER ESQ TRUSTEE 1.00 X 0 0 0 FRANK J CIANO ESQ TRUSTEE 1.00 X 0 0 0 CHRISTOPHER P SULLIVAN ESQ TRUSTEE 1.00 X 0 0 0 TARA D DUNN ESQ TRUSTEE 1.00 X 0 0 0 MARY JEANNE STONE ESQ TRUSTEE 1.00 X 0 0 0 SUSANNAH THOMAS EXECUTIVE DIRECTOR 40.00 X 0 128478 30987 0 128478 30987 1 0 1 0 0 151166 3726386 159558 4037110 79198 79198 2198251 2166258 31993 31993 31993 4148301 0 0 111191 2795216 2795216 159465 159465 57916 57916 14712 14712 15246 15246 45784 45784 66210 66210 950 950 26101 26101 408 408 3399 3399 RECOGNITION & AWARD EXP 2891 2891 3188298 2795216 393082 0 303708 267607 1186564 2147142 218510 71 17004 13917 4500 12775 9044 4140 3731 7571184 6414792 18020 16493 9097604 9089779 58308 50349 1306391 1307500 1364699 1357849 X 3279246 2687901 4453659 5044029 7732905 7731930 9097604 9089779 960003 -960978 0 X X 0 1 X 1 0 X 2581795 3659651 3399211 2614627 4037110 16292394 32034 25718 22995 18448 0 99195 2613829 3685369 3422206 2633075 4037110 16391589 14100 17650 16655 14050 16250 78705 0 14100 17650 16655 14050 16250 78705 16312884 53968 63666 68491 78166 79198 343489 53968 63666 68491 78166 79198 343489 2667797 3749035 3490697 2711241 4116308 16735078 0.97480 0.97540 0.02050 0.01970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4453659 3824618 -271129 2963324 5044029 4754629 2483773 77727 2862470 4453659 4159920 3218847 173195 2797333 4754629 3202748 3513082 168236 2724146 4159920 3257769 2454477 -1664 2502064 3202748 1.00000 0 0 12775 9044 3731 3731 FIXED INCOME SECURITIES 4318665 F EQUITY SECURITIES 2030632 F REAL ESTATE 65495 F 6414792 3187323 -960978 -960978 4148301 0 4148301 3188298 0 3188298 0 3188298 PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THEIR ENDOWMENT FUNDS TO SUPPORT PROGRAMS TO IMPROVE THE ADMINISTRATION OF JUSTICE OR TO DELIVER LEGAL SERVICES IN CIVIL MATTERS TO LOW INCOME INDIVIDUALS. FORM 990, LINE I THE FOUNDATION HAS A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE ORGANIZATION QUALIFIES FOR TREATMENT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, THE FOUNDATION HAS NOT PROVIDED FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 COMMUNITY LEGAL AID INC 042446242 501(C)(3) 261690 0 FMV N/A VARIOUS SOUTH COASTAL COUNTIES LEGAL SERVICES INC 043330208 501(C)(3) 174500 0 FMV N/A VARIOUS GREATER BOSTON LEGAL SERVICES 042103907 501(C)(3) 170000 0 FMV N/A VARIOUS FLASCHNER JUDICIAL INSTITUTE 042636739 501(C)(3) 155000 0 FMV N/A EDUCATION PROGRAM FOR JUDGES NORTHEAST LEGAL AID 237381007 501(C)(3) 126900 0 FMV N/A VARIOUS DE NOVO CENTER FOR JUSTICE AND HEALING 042470335 501(C)(3) 111000 0 FMV N/A VARIOUS CATHOLIC SOCIAL SERVICES OF FALL RIVER 042106394 501(C)(3) 110000 0 FMV N/A IMMIGRATION LAW PROGRAM POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT 223003501 501(C)(3) 100000 0 FMV N/A VARIOUS METROWEST LEGAL SERVICES 043177488 501(C)(3) 97000 0 FMV N/A VARIOUS PRISONERS' LEGAL SERVICES 042523362 501(C)(3) 72500 0 FMV N/A VARIOUS ASCENTRIA COMMUNITY SERVICES INC 043566243 501(C)(3) 65396 0 FMV N/A IMMIGRATION LEGAL ASSISTANCE PROGRAM (ILAP) CHILDREN'S LAW CENTER OF MASSACHUSETTS INC 042622153 501(C)(3) 65000 0 FMV N/A CHILD & ADOLESCENT LEGAL SERVICES PROGRAM HAMPDEN COUNTY BAR ASSOCIATION 510139332 501(C)(6) 60000 0 FMV N/A CHILDREN'S LAW PROJECT MASSACHUSETTS LAW REFORM INSTITUTE 046004303 501(C)(3) 58000 0 FMV N/A VARIOUS ESSEX COUNTY BAR ASSOCIATION 042636299 501(C)(6) 50500 0 FMV N/A VARIOUS CASA PROJECT INC 042711865 501(C)(3) 50000 0 FMV N/A CHILD COURT ADVOCACY PROGRAM VETERANS LEGAL SERVICES 043212264 501(C)(3) 45354 0 FMV N/A VETERANS LEGAL SERVICES CLINICS CASA MYRNA VAZQUEZ INC 042625710 501(C)(3) 45000 0 FMV N/A LEGAL ADVOCACY PROGRAM FRANKLIN COUNTY BAR ASSOCIATION ADVOCATES INC 042691327 501(C)(3) 44500 0 FMV N/A FRANKLIN COUNTY BAR ADVOCATES FOR JUSTICE MASSACHUSETTS ADVOCATES FOR CHILDREN 042488456 501(C)(3) 40000 0 FMV N/A CHILDREN'S LAW SUPPORT AND EDUCATION JUSTICE PROJECT BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY 042859886 501(C)(3) 36000 0 FMV N/A HOUSING SERVICES & MEDIATION PROGRAM RIAN IMMIGRANT CENTER 043063382 501(C)(3) 35000 0 FMV N/A IMMIGRATION LEGAL SERVICES THIRD SECTOR NEW ENGLAND 042261109 501(C)(3) 30500 0 FMV N/A CLUBHOUSE FAMILY LEGAL SUPPORT PROJECT HEALTH LAW ADVOCATES INC 043298116 501(C)(3) 30000 0 FMV N/A VARIOUS THE WOMEN'S CENTER 042557022 501(C)(3) 30000 0 FMV N/A LEGAL ADVOCACY PROGRAM DOVE INC 042667808 501(C)(3) 25000 0 FMV N/A LEGAL ADVOCACY PROGRAM HOUSING FAMILIES INC 042925846 501(C)(3) 25000 0 FMV N/A PRO BONO LEGAL SERVICES PROGRAM YWCA OF CENTRAL MA 042105873 501(C)(3) 25000 0 FMV N/A COURT ADVOCACY PROGRAM BERKSHIRE IMMIGRANT CENTER 862361326 501(C)(3) 22500 0 FMV N/A BERKSHIRE IMMIGRANT CENTER LEGAL SERVICES FINEX HOUSE INC 222479325 501(C)(3) 20000 0 FMV N/A LEGAL ADVOCACY PROGRAM JUSTICE AT WORK 274670409 501(C)(3) 20000 0 FMV N/A SMALL CLAIMS WAGE THEFT PROJECT SAFE PASSAGE 042690131 501(C)(3) 20000 0 FMV N/A LEGAL ADVICE AND REFERRAL PANEL BARNSTABLE COUNTY BAR ASSOCIATION 042653880 501(C)(6) 19920 0 FMV N/A VARIOUS JEANNE GEIGER CRISIS CENTER 222474823 501(C)(3) 19900 0 FMV N/A DOMESTIC VIOLENCE FAMILY LAW PROJECT DISMAS HOUSE OF CENTRAL MASSACHUSETTS 542075825 501(C)(3) 18500 0 FMV N/A BAR NONE PROGRAM LAWYERS CLEARINGHOUSE 043501039 501(C)(3) 17500 0 FMV N/A VARIOUS COMMUNITY DISPUTE SETTLEMENT CENTER 043030799 501(C)(3) 17340 0 FMV N/A DIVORCE/ FAMILY/ JUVENILE DISTRICT COURT MEDIATION CAPE MEDIATION 043071311 501(C)(3) 16500 0 FMV N/A CAPE COD COURT MEDIATION & CONCILIATION PROGRAM CENTER FOR NEW AMERICANS 043224215 501(C)(3) 16500 0 FMV N/A CITIZENSHIP & IMMIGRATION PROGRAM WE CAN 311777179 501(C)(3) 16500 0 FMV N/A LEGAL ASSISTANCE PROGRAM COLLABORATIVE RESOLUTIONS GROUP 843280623 501(C)(3) 15000 0 FMV N/A FAMILY MEDIATION PROGRAM HAMPSHIRE COUNTY BAR ASSOCIATION 223131516 501(C)(6) 15000 0 FMV N/A VARIOUS JRI HEALTH LAW INSTITUTE 042526357 501(C)(3) 15000 0 FMV N/A SERVING THE UNDERSERVED CLOSER TO HOME PINE STREET INN 042516093 501(C)(3) 15000 0 FMV N/A HOMELESS COURT PROGRAM WOMEN'S BAR FOUNDATION OF MA INC 043228055 501(C)(3) 15000 0 FMV N/A FAMILY LAW PROJECT FOR DOMESTIC ABUSE SURVIVORS YOUTH ADVOCACY FOUNDATION 043583353 501(C)(3) 13500 0 FMV N/A EDLAW PROJECT METROWEST MEDIATION SERVICES INC 042710084 501(C)(3) 12500 0 FMV N/A COURT MEDIATION SERVICES PROGRAM MIDDLESEX COUNTY BAR ASSOCIATION 042556236 501(C)(6) 12000 0 FMV N/A PRO BONO CONCILIATION PROGRAM PILGRIM ADVOCATES INC 042794733 501(C)(3) 12000 0 FMV N/A LAWYER OF THE DAY BOSTON CASA INC 043110775 501(C)(3) 10000 0 FMV N/A COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN AND YOUTH BRISTOL COUNTY BAR ASSOCIATION 042944253 501(C)(6) 10000 0 FMV N/A PRO BONO CONCILIATION PROJECT KIND INC 262763038 501(C)(3) 10000 0 FMV N/A LEGAL REPRESENTATION FOR UNACCOMPANIED IMMIGRANT CHILDREN WITH COMPLEX LEGAL CASES LAWYERS FOR CIVIL RIGHTS 043490614 501(C)(3) 10000 0 FMV N/A MEDICAL LEGAL PARTNERSHIP MABEL CENTER FOR IMMIGRANT JUSTICE 851703023 501(C)(3) 10000 0 FMV N/A LEGAL REPRESENTATION FOR ASYLUM-SEEKING FAMILIES MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY (MIRA) COALITION 223115048 501(C)(3) 10000 0 FMV N/A 40 HOUR IMMIGRATION LAW TRAINING PROGRAM MEDIATION WORKS INC 043250315 501(C)(3) 10000 0 FMV N/A MWI EVICTION MEDIATION PROGRAM PENSION ACTION CENTER 043167352 501(C)(3) 10000 0 FMV N/A BRIEF COUNSEL AND FULL DIRECT REPRESENTATION TO ELDERS SEEKING TO RECOVER RIGHTFUL PENSION BENEFITS. SAHELI INC 030547972 501(C)(3) 10000 0 FMV N/A SAHELI LEGAL ADVOCACY PROGRAM QUABBIN MEDIATION 043429086 501(C)(3) 7500 0 FMV N/A CENTRAL MA COURT MEDIATION PROJECT THE SECOND STEP 222868513 501(C)(3) 7500 0 FMV N/A PROVIDES HIGH-QUALITY, TRAUMA-INFORMED, FREE LEGAL SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE. NORTH SHORE COMMUNITY MEDIATION INC 223293939 501(C)(3) 5500 0 FMV N/A COURT AND COMMUNITY MEDIATION PROGRAM VICTIM RIGHTS LAW CENTER 020588944 501(C)(3) 5500 0 FMV N/A DEVELOP A TRAINING CURRICULUM FOR PRO BONO ATTORNEYS FOCUSED ON REPRESENTING SEXUAL ASSAULT SURVIVORS. GREATER LAWRENCE COMMUNITY ACTION COUNCIL 042397449 501(C)(3) 5000 0 FMV N/A IMMIGRATION LEGAL SERVICES PROGRAM PLYMOUTH COUNTY BAR ASSOCIATION 043110006 501(C)(6) 5000 0 FMV N/A PLYMOUTH COUNTY PROBATE & FAMILY CONCILIATION PROGRAM 57 64 0 0 0 0 0 0 0 0 0 SUSANNAH THOMAS EXECUTIVE DIRECTOR 0 128478 0 0 0 0 0 5014 0 25973 0 159465 0 0 FORM 990, PART VI, SECTION A, LINE 7A FELLOWS ALL HAVE A RIGHT TO VOTE ON ANY GOVERNANCE MATTERS PUT BEFORE THEM AT OUR ANNUAL MEETING OF THE FELLOWS. FORM 990, PART VI, SECTION A, LINE 7B NON-TRUSTEE FELLOWS VOTE ON ELECTION OF NEW OFFICERS AND TRUSTEES, AND AMENDMENTS TO THE BYLAWS OR ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS LOOK OVER AND EXAMINE THE FORM 990 FOR ACCURACY. UPON PASSING THEIR INSPECTION THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IF THERE IS A CONFLICT OF INTEREST, THE TRUSTEE OR FELLOW, SHALL NOT REVIEW THAT PROSPECTIVE ITEM AND SHALL ABSTAIN FROM VOTING. ABSTENTION FROM VOTING SHALL BE RECORDED IN THE MINUTES OF THE MEETING. IN SPECIAL CIRCUMSTANCES, WITH A VOTE OF THE MAJORITY OF THE DISINTERESTED TRUSTEES, THE BOARD MAY VOTE TO SUSPEND THE CONFLICT POLICY AND THEN ALLOW ALL MEMBERS TO VOTE. THIS SPECIAL VOTE WILL ALSO BE ENTERED INTO THE MINUTES OF THE MEETING. ALL TRUSTEES AND FELLOWS SHALL PROVIDE AN ANNUAL WRITTEN SUMMARY OF ALL BUSINESS INVOLVEMENT WITH THE FOUNDATION. THE CONFLICT OF INTEREST POLICY SHALL BE SUSPENDED CONCERNING ANY VOTE AND/OR ACTION BETWEEN THE FOUNDATION AND THE MASSACHUSETTS BAR ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR INCLUDES THE FOLLOWING: REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE. NO MEMBERS OF THE BOARD HAVE A CONFLICT OF INTEREST WITH THE EXECUTIVE DIRECTOR. DOCUMENTATION OF THE DECISION MAKING PROCESS IS MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE USE OF ITS WEB SITE AND THE PUBLISHING OF PRINTED REPORTS. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. MASSACHUSETTS BAR ASSOCIATION 20 WEST STREET BOSTON MA 02111 041589785 PROMOTE THE LAW TO BOTH THE PUBLIC AND LEGAL PROFESSION. MA 501(C)(6) N/A 0 MASSACHUSETTS BAR INSTITUTE 20 WEST STREET BOSTON MA 02111 043293798 DEVELOP AND DELIVER EDUCATIONAL PROGRAMS; PUBLISH SCHOLARLY PUBLICATIONS MA 501(C)(3) LINE 9 MASSACHUSETTS BAR ASSOCIATION 1 MBA INSURANCE AGENCY INC 20 WEST STREET BOSTON MA 02111 043372475 INSURANCE BROKER MA MASSACHUSETTS BAR ASSOCIATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 MASSACHUSETTS BAR ASSOCIATION P 312226 FMV