2023-05-09T13:08:39-05:00 2022-12-31 251622758 MAHER DUESSEL CPA'S 1800 LINGLESTOWN ROAD SUITE 306 HARRISBURG PA 17110 990 2022-01-01 232303925 PENNSYLVANIA BAR FOUNDATION PENN 7172386715 PO BOX 186 HARRISBURG PA 171080186 HELEN L GEMMILL TREASURER 7172386715 2023-05-09 1 HELEN GEMMILL 999009999 0 LISA RITTER P00168809 7172321230 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA HOGAN PO BOX 186 HARRISBURG PA 171080186 728944 0 X PABARFOUNDATION.ORG X 1984 PA SUPPORT PROGRAMS THAT INCREASE PUBLIC UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE.THE MISSION OF THE PENNSYLVANIA BAR FOUNDATION IS TO SUPPORT PROGRAMS THAT INCREASE THE PUBLIC'S UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAKING GRANTS; ADMINISTERING A LOAN REPAYMENT ASSISTANCE PROGRAM FOR CIVIL LEGAL AID ATTORNEYS WHO HELP THE POOR FOR FREE; SEEKING FINANCIAL SUPPORT FROM INDIVIDUALS AND ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE LEGAL COMMUNITY; AND ENCOURAGING BAR MEMBERS TO DONATE THEIR TIME, TALENT AND EXPERTISE IN SERVICE TO THE PUBLIC. 21 21 0 60 0 0 82070 84486 447439 452513 48618 33701 9605 15538 587732 586238 465505 473830 0 0 0 0 0 0 2752 84261 91695 549766 565525 37966 20713 2460953 2322185 1040861 1077221 1420092 1244964 X THE MISSION OF THE PENNSYLVANIA BAR FOUNDATION IS TO SUPPORT PROGRAMS THAT INCREASE THE PUBLIC'S UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE. 0 0 444854 443354 452512 LOAN REPAYMENT ASSISTANCE PROGRAMIN SEPTEMBER OF 2010, THE PENNSYLVANIA BAR FOUNDATION, IN CONJUNCTION WITH THE PENNSYLVANIA IOLTA BOARD, LAUNCHED A LOAN REPAYMENT ASSISTANCE PROGRAM FOR ATTORNEYS EMPLOYED BY IOLTA-FUNDED ORGANIZATIONS THAT PROVIDE FREE CIVIL LEGAL AID TO INDIGENT PENNSYLVANIANS.THE PROGRAM HAS TWO GOALS: 1) TO ASSIST LEGAL AID ATTORNEYS IN BETTER MANAGING THEIR EDUCATIONAL DEBT SO THEY CAN AFFORD TO CHOOSE AND REMAIN IN PUBLIC SERVICE CAREERS; AND 2) TO HELP CIVIL LEGAL AID ORGANIZATIONS ATTRACT AND RETAIN SKILLED AND TALENTED LAWYERS IN PUBLIC SERVICE.TO DATE, THE PROGRAM HAS PROVIDED LOAN REPAYMENT ASSISTANCE TO MORE THAN 400 ATTORNEYS AND IS BUDGETED TO AWARD MORE THAN TWO MILLION DOLLARS IN LOAN ASSISTANCE DURING ITS FIFTH THREE YEAR CYCLE. 9000 9000 NAMED SCHOLARSHIPS -IN 2013, THE PENNSYLVANIA BAR FOUNDATION LAUNCHED A NAMED SCHOLARSHIP PROGRAM TO PROVIDE INDIVIDUALS AND ORGANIZATIONS WITHIN AND BEYOND THE LEGAL COMMUNITY THE OPPORTUNITY TO ESTABLISH AN ANNUAL SCHOLARSHIP TO BENEFIT PENNSYLVANIA RESIDENTS ATTENDING ANY OF OF THE NINE ACCREDIATED LAW SCHOOLS SERVING THE STATE.AN ANNUAL MINIMUM COMMITTMENT OF $3,000 PER YEAR FOR FIVE YEARS IS REQUIRED TO ESTABLISH A NAMED SCHOLARSHIP FUND. NAMED SCHOLARSHIP FUNDS ESTABLISHED BY BAR ENTITIES OR BAR MEMBERS HAVE A LOWER ANNUAL COMMITMENT RATE AND ARE ELIGIBLE TO RECEIVE AN ANNUAL CONTRIBUTION FROM THE PENNSYLVANIA BAR FOUNDATION, TO THE EXTENT FUNDS ARE AVAILABLE, TO INCREASE THE IMPACT OF THEIR AWARD.NAMED SCHOLARSHIPS ARE AWARDED COMPETITIVELY, BASED UPON CRITERIA ESTABLISHED BY THE DONOR AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. IN 2022, THE JOSEPH T. MCDONALD MEMORIAL SCHOLARSHIP AWARDED ONE $3,000 SCHOLARSHIP AND THE LOUISE HOFFMEYER-OVERMILLER MEMORIAL SCHOLARSHIP AWARDED ONE $6,000 SCHOLARSHIP. 6990 6990 CIVICS AND LAW RELATED EDUCATION PROGRAM -LAW RELATED EDUCATION PROGRAMS SEEK TO HELP INTEGRATE CIVICS INTO THE CLASSROOM CURRICULUM OF ALL GRADE LEVELS AND SUBJECT AREAS. TWO OF THE MAJOR PROGRAMS DESIGNED TO DO THIS ARE THE CELEBRATE THE CONSTITUTION PROGRAM AND THE LAW DAY PROGRAM.THE CELEBRATE THE CONSITUTION PROGRAM IS DESIGNED TO TEACH STUDENTS ABOUT THE U.S. CONSTITUTION. THE AWARD-WINNING CELEBRATE THE CONSTITUTION BRINGS TOGETHER K-12 STUDENTS, LAWYERS AND JUDGES FOR MOCK CONSTITUTION SIGNING PROGRAMS ACROSS PENNSYLVANIA. THE ANNUAL PROGRAM KICKS-OFF IN SEPTEMBER DURING THE NATIONAL CONSTITUTION WEEK CELEBRATION AND CONTINUES THROUGHOUT THE FALL. ALL PARTICIPATING SCHOOLS AND COUNTY BAR ASSOCIATIONS RECEIVE CONSTITUTION-RELATED MATERIALS FOR THE SIGNING PROGRAMS.THE LAW DAY PROGRAM ALLOWS PENNSYLVANIA LAWYERS AND JUDGES TO VISIT K-12 CLASSROOMS THROUGHOUT THE MONTH OF MAY TO TEACH STUDENTS ABOUT THE LAW. SUPPORTING MATERIALS, SUCH AS LAW-RELATED LESSON PLANS AND SOUVENIRS WITH LOTS OF KID APPEAL ARE DISTRIBUTED TO LAWYERS, JUDGES, AND SCHOOLS ACROSS THE COMMONWEALTH MAKING THE DAY NOT ONLY INSTRUCTIVE BUT ALSO MEMORABLE AND FUN.FOUNDATION FUNDING SUPPORTS THE PURCHASE OF APPROXIMATELY 20,000 POCKET U.S. CONSTITUTION BOOKLETS EACH YEAR AND THE DEVELOPMENT OF EDUCATIONAL VIDEOS AND LESSON PLANS RELATED TO THE CONSTITUTION. 14486 14486 PRO BONO - $6,486SCHOLARSHIPS - $6,000UNIT COUNTY GRANT MATCHING PROGRAM - $1,000BIRDSALL IMPACT GRANT - $1,000 14486 14486 475330 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X LISA L HOGAN 7172386715 PO BOX 186 HARRISBURG PA 171080186 X LAWRENCE B MANSFIELD PRESIDENT (THROUGH OCTOBER 18, 2022) 1.50 X X 0 0 0 MICHAEL B JONES VICE PRESIDENT (THROUGH NOVEMBER 4, 2022) 2.00 X X 0 0 0 CHRISTINE HALL MCCLURE SECRETARY 0.75 X X 0 0 0 LARRY E COPLOFF TREASURER (THROUGH NOVEMBER 4, 2022) 1.00 X X 0 0 0 JEFFREY M BOWER IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 SARA A AUSTIN DIRECTOR 0.25 X 0 0 0 CHESTER C CORSE JR DIRECTOR 0.50 X 0 0 0 HELEN L GEMMILL DIRECTOR (THROUGH NOVEMBER 4, 2022) 0.50 X 0 0 0 JONATHAN KOLTASH DIRECTOR 1.50 X 0 0 0 BERNADETTE M HOHENADEL DIRECTOR 0.25 X 0 0 0 CHRISTOPHER G GVOZDICH DIRECTOR 0.50 X 0 0 0 STEPHANIE F LATIMORE DIRECTOR 0.25 X 0 0 0 KELLY A MROZ DIRECTOR (THROUGH MAY 12, 2022) 1.50 X 0 0 0 ANNE N JOHN DIRECTOR 0.25 X 0 0 0 WESLEY R PAYNE IV DIRECTOR 0.25 X 0 0 0 BRIAN J LINDSAY DIRECTOR 0.25 X 0 0 0 KATHLEEN D WILKINSON DIRECTOR (THROUGH MAY 12, 2022) 0.50 X 0 0 0 RHODIA D THOMAS DIRECTOR 0.50 X 0 0 0 COLIN J O'BOYLE DIRECTOR (THROUGH MAY 12, 2022) 0.25 X 0 0 0 CHARLES EPPOLITO III DESIGNATED DIRECTOR 0.25 X 0 0 0 MICHAEL B JONES PRESIDENT (EFFECTIVE NOVEMBER 4, 2022) 2.00 X 0 0 0 LARRY E COPLOFF VICE PRESIDENT (EFFECTIVE NOVEMBER 4, 2022) 1.50 X 0 0 0 HELEN L GEMMILL TREASURER (EFFECTIVE NOVEMBER 4, 2022) 1.00 X 0 0 0 PAUL D EDGER DESIGNATED DIRECTOR (EFFECTIVE MAY 13, 2022) 0.25 X 0 0 0 JAY N SILBERBLATT DIRECTOR (EFFECTIVE MAY 13, 2022) 0.25 X 0 0 0 A MICHAEL SNYDER DIRECTOR (EFFECTIVE MAY 13, 2022) 0.25 X 0 0 0 JAMES P VALENTINE DIRECTOR (EFFECTIVE NOVEMBER 4, 2022) 0.25 X 0 0 0 MATTHEW J CREME DESIGNATED DIRECTOR 0.25 X 0 0 0 MELINDA C GHILARDI DIRECTOR (EFFECTIVE MAY 13, 2022) 0.25 X 0 0 0 0 0 0 0 0 0 0 0 10870 73616 84486 LRAP PROGRAM 900099 452513 452513 452513 16018 16018 17695 8060 9635 9635 9635 142247 124564 17683 17683 17683 15185 10870 10082 5103 5103 FUND MANAGEMENT FEES 900099 659 659 MISCELLANEOUS 900099 141 141 800 586238 452513 0 49239 15476 15476 458354 458354 7500 7500 588 588 62349 62349 1500 1500 690 690 639 639 MISCELLANEOUS 18429 16265 2164 565525 475330 87443 2752 1039661 1066195 71871 67451 21287 32453 135749 130962 1719 1798 144422 19288 125760 125134 1064906 898192 2460953 2322185 29506 935108 979343 110101 32012 32012 1040861 1077221 X 1037550 883586 382542 361378 1420092 1244964 2460953 2322185 20713 -195841 0 X X 0 1 X 1 0 X 73806 81495 85944 82070 84486 407801 73806 81495 85944 82070 84486 407801 407801 50128 58870 122261 66313 51395 348967 23127 31026 13218 3207 15185 85763 842531 2423801 0.48400 0.47300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 372557 11880 -46743 1213 429967 335262 7192 32441 2338 372557 309383 4583 23554 2258 335262 264517 6643 39456 1233 309383 271835 5134 -10763 500 1189 264517 0 0 120000 120000 24422 19288 5134 125134 408539 -195841 18142 -177699 586238 0 586238 583667 18142 18142 565525 0 565525 PART IV, LINE 2B: ON FEBRUARY 1994 THE EXECUTIVE COMMITTEE OF THE PENNSYLVANIA BAR FOUNDATION APPROVED ACCEPTING ALL FUNDS OF PENNSYLVANIA FUTURES COMMISSION WHICH WERE CURRENTLY BEING HELD BY THE PENNSYLVANIA BAR ASSOCIATION AND APPROVED THE CHAIR APPOINTING A COMMITTEE TO APPROVE EXPENDITURES FROM THIS FUND FOR THE PENNSYLVANIA FUTURES COMMISSION. PART V, LINE 4: THE FOUNDATION'S BOARD DESIGNATED PORTION OF ENDOWMENT FUNDS WILL BE SPENT FOR THE BENEFIT OF THE FOUNDATION'S CHARITABLE PURPOSES. THE FOUNDATION'S TEMPORARILY RESTRICTED ENDOWMENT FUNDS WILL BE SPENT ON PRO-BONO SERVICES UNDER THE GOFFMAN AWARD FUND. THE FOUNDATION'S KEYSTONE PERMANENTLY RESTRICTED ENDOWMENT FUNDS AND THE LOUIS J. GOFFMAN PERMANENTLY RESTRICTED ENDOWMENT FUND ARE INVESTED IN PERPETUITY FOR WHICH ONLY INCOME IS EXPENDABLE TO SUPPORT THE DONOR-STIPULATED PROGRAM. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES LISTED ON LINE 6B OF FORM 990 PART VIII 8,060. FUNDRAISING EXPENSES LISTED ON LINE 8B OF FORM 990 PART VIII 10,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES LISTED ON LINE 6B OF FORM 990 PART VIII 8,060. FUNDRAISING EXPENSES LISTED ON LINE 8B OF FORM 990 PART VIII 10,082. FALL EVENT 16100 9700 6400 7655 769 SILENT AUCTION 8335 500 7835 0 988 1 1620 670 950 645 25 26055 10870 15185 8300 1782 10082 5103 1 PA BAR ASSOCIATION 100 SOUTH STREET PO BOX 186 HARRISBURG PA 17108 230954940 501(C)6 13476 0 MINORITY LAW DAY, GRANT-LAW RELATED EDUCATION, PRO BONO CONFERENCE LOAN REPAYMENT ASSISTANCE 103 443354 SCHOLARSHIPS 4 15000 PART I, LINE 2: THE PENNSYLVANIA BAR FOUNDATION MONITORS ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR THE PROPER PURPOSES BY REQUIRING THAT ALL RELATED GRANT INVOICES BE SUBMITTED TO THE PENNSYLVANIA BAR FOUNDATION'S MANAGER/DIRECTOR OF FINANCE FOR REVIEW AND APPROVAL. IT IS ALSO REQUIRED THAT BI-ANNUAL FISCAL AND NARRATIVE REPORTS ON THE USE OF THE GRANT FUNDS, COMPLIANCE WITH THE TERMS OF THE GRANT, AND PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE GRANT BE SUBMITTED ON OR ABOUT JULY AND DECEMBER OF THE GRANT YEAR. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ARE ELIGIBLE TO ELECT THE DIRECTORS OF THE BOARD OF DIRECTORS AT THE ANNUAL MEETING BASED UPON THE NOMINATING COMMITEE'S REPORT OF THOSE NOMINATED FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE PROVIDED TO EACH OF THE 21 VOTING MEMBERS OF THE PA BAR FOUNDATION BOARD OF DIRECTORS AND TO THE SIX MEMBERS OF THE FOUNDATION AUDIT COMMITTEE VIA ELECTRONIC MAIL. EACH VOTING MEMBER OF THE BOARD OF DIRECTORS WILL BE GIVEN A WEEK TO REVIEW THE RETURN AND TO DIRECT ANY COMMENTS, CONCERNS OR QUESTIONS TO THE PENNSYLVANIA BAR FOUNDATION AUDIT COMMITTEE BY A DATE CERTAIN DEADLINE. THE ABSENCE OF A DIRECTOR'S COMMENT, CONCERN OR QUESTION WILL BE PRESUMED TO MEAN THAT THE DIRECTOR HAS NO INPUT. AT THE CONCLUSION OF THE BOARD OF DIRECTOR'S RESPONSE PERIOD, THE AUDIT COMMITTEE WILL CONDUCT A REVIEW OF THE RETURN WITH THE DIRECTOR OF FINANCE, REVIEW THE COMMENTS, CONCERNS AND QUESTIONS RECEIVED, IF ANY, FROM THE VOTING MEMBERS OF THE BOARD OF DIRECTORS AND MAKE A RECOMMENDATION TO THE FULL BOARD REGARDING THE ACCEPTANCE OR REVISION OF THE 990. IN THE EVENT THE AUDIT COMMITTEE'S REVIEW RESULTS IN RECOMMENDED REVISIONS, THOSE REVISIONS WILL BE COMMUNICATED TO THE AUDITORS FOR FURTHER REVIEW AND CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TAKES APPROPRIATE STEPS TO RECTIFY ANY SITUATIONS AS THEY OCCUR AS DESCRIBED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PA BAR ASSOCIATION 100 SOUTH STREET PO BOX 186 HARRISBURG PA 17108 230954940 PROMOTE PROFESSIONAL EXCELLENCE AND BETTERMENT OF THE LEGAL PROFESSION. PA 501C6 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0