2023-03-20T16:35:53-05:00 2022-12-31 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2022-01-01 237012190 PENNSYLVANIA BAR TRUST FUND PENN 7172386715 100 SOUTH STREET HARRISBURG PA 171011210 JILL SCHEIDT TREASURER 7248376000 2023-03-20 1 JILL SCHEIDT 999009999 0 KYLE R EVANS CPA P01834389 7177617210 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAUL C TROY 100 SOUTH STREET HARRISBURG PA 171011210 259532 0 X N/A X 1966 PA TO PROMOTE EDUCATION IN THE LEGAL PROFESSION 9 9 0 9 0 0 0 0 0 0 73329 72120 0 0 73329 72120 0 655 0 0 0 0 0 0 0 16997 22400 16997 23055 56332 49065 1707955 1435489 1548 2792 1706407 1432697 TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES ASSOCIATED WITH THE LEGAL PROFESSION AND THE ADMINISTRATION OF JUSTICE, WITH PARTICULAR REFERENCE TO THE PROMOTION OF SUCH PURPOSES IN THE COMMONWEALTH OF PENNSYLVANIA. 0 0 655 655 PROVIDES GRANTS TO MEMBERS TO ASSIST WITH FUNDING FOR VARIOUS REQUESTS SUCH AS EDUCATION PROGRAMS AND PRESENTATIONS. 655 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X LISA HOGAN CONTROLLER 7172386715 100 SOUTH STREET HARRISBURG PA 171011210 X NORRIS E BENNS JR TRUSTEE 1.00 X 0 0 0 FRANCIS X O'CONNOR TRUSTEE 1.00 X 0 0 0 ANN B WOOD TRUSTEE 1.00 X 0 0 0 JILL M SCHEIDT TREASURER 1.00 X X 0 0 0 FOREST N MYERS SECRETARY 1.00 X X 0 0 0 BETHANN R LLOYD VICE CHAIR 1.00 X X 0 0 0 PAUL C TROY CHAIR 1.00 X X 0 0 0 THOMAS G WILKINSON JR TRUSTEE 1.00 X 0 0 0 BARRY M SIMPSON TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 25669 25669 233863 187412 46451 46451 46451 72120 0 0 72120 655 655 6756 6756 6427 6427 56 56 3607 3607 288 288 ADMIN EXPENSES 4968 4968 MISCELLANEOUS 298 298 23055 655 22400 0 80027 81008 293 323 1627635 1354158 1707955 1435489 1548 2792 1548 2792 X 1706407 1432697 1706407 1432697 1707955 1435489 49065 -322775 0 X X 0 1 X 1 0 X X 1 PENNSYLVANIA BAR ASSOCIATION 230954940 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE TRUST ANNUALLY COMPLETES A PRO FORMA SCHEDULE A, PART III, SUPPORT TEST BASED UPON THE INFORMATION IN THE SUPPORTED ORGANIZATION'S FORMS 990 AS FILED THROUGH THE DATE OF THIS FILING, TO DETERMINE WHETHER THE SUPPORTED ORGANIZATION, THE PENNSYLVANIA BAR ASSOCIATION, MEETS THE SECTION 509(A)(2) PUBLIC SUPPORT TEST. THE SUPPORTED ORGANIZATION DOES MEET THE SECTION 509(A)(2) PUBLIC SUPPORT TEST BASED ON THIS CALCULATION. 0 X -250655 -322775 -322775 72120 0 72120 23055 0 23055 0 23055 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE TRUST FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FEDERAL INCOME TAX, IF ANY, IS PROVIDED ON REVENUE GENERATED FROM THE LIFE INSURANCE RESERVE BECAUSE SUCH REVENUE CONSTITUTES UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF FASB'S INCOME TAX TOPIC OF THE ASC WHICH REQUIRES AN ASSESSMENT OF THE ORGANIZATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY-FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE CONTINUING QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE ANY TAXABLE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED. ANY TAX BENEFITS ASSOCIATED WITH UNCERTAIN TAX POSITIONS THAT ARE IN EXCESS OF A REALIZATION THRESHOLD MUST BE RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE FINANCIAL STATEMENTS, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, AND THEREFORE BELIEVES THAT THE ORGANIZATION HAS NO EXPOSURE TO INCOME TAXES FROM UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE APPOINTED BY THE BOARD OF GOVERNORS OF THE PENNSYLVANIA BAR ASSOCIATION FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 AND THE RELATED SCHEDULES IS REVIEWED BY THE TRUSTEES. THE TRUSTEES MEET WITH A REPRESENTATIVE OF THE ACCOUNTING FIRM THAT PREPARED THE FORM 990 TO DISCUSS THE CONTENT AND ANSWER QUESTIONS OF THE TRUSTEES. FINAL CHANGES, IF ANY, ARE THEN MADE TO THE FORM 990 AND RELATED SCHEDULES. THE TRUSTEES APPROVE THE FINAL COPY. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS SENT OUT TO THE TRUSTEES ON AN ANNUAL BASIS. THE RESULTS ARE COMPILED AND GIVEN TO THE PBA PRESIDENT SO HE/SHE IS AWARE OF ANY CONFLICTS WHEN MAKING APPOINTMENTS TO THE INSURANCE / TRUST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AN AUDIT COMMITTEE AND INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. PENNSYLVANIA BAR ASSOCIATION 100 SOUTH STREET HARRISBURG PA 17108 230954940 TO PROMOTE THE ADMINISTRATION OF JUSTICE PA 501 (C)(6) 0 PENNSYLVANIA BAR FOUNDATION PO BOX 186 HARRISBURG PA 17108 232303925 EXPAND THE PUBLIC SERVICE ROLE OF THE ORGANIZED BAR BY FINANCING PROGRAMS PA 501(3)(3) LINE 7 0 PENNSYLVANIA BAR INSURANCE TRUST 100 SOUTH STREET HARRISBURG PA 171011210 231341005 INSURANCE LOSS PREVENTION PA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0