2023-05-10T14:28:56-05:00 2022-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2022-01-01 231660797 PHILADELPHIA BAR FOUNDATION PHIL 2152386334 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 JESSICA HILBURN-HOLMES EXECUTIVE DIRECTOR 2152386300 2023-05-10 1 JESSICA HILBURN-HOLMES 999009999 0 LOVEPREET BUTTAR CPA P01329403 6096899700 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSICA HILBURN-HOLMES 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 1790883 0 X WWW.PHILABARFOUNDATION.ORG X 1964 PA THROUGH PROGRAMS, GRANTS, AND PARTNERSHIPS, THE PHILADELPHIA BAR FOUNDATION REMOVES BARRIERS TO JUSTICE, ENGAGES THE COMMUNITY IN SUPPORT OF CIVIL LEGAL AID, AND BUILDS SYSTEM-WIDE CAPACITY IN ORDER TO STRENGTHEN THE PROVISION OF QUALITY LEGAL SERVICES AND TO ENSURE THAT ALL INDIVIDUALS UNDERSTAND THEIR RIGHTS TO EQUAL JUSTICE UNDER LAW. 29 29 0 61 0 0 806467 638433 0 0 452115 199037 -6757 -31852 1251825 805618 443867 442000 0 0 328070 261882 0 0 81395 153105 261294 925042 965176 326783 -159558 9741312 8635491 299083 346377 9442229 8289114 X THROUGH PROGRAMS, GRANTS, AND PARTNERSHIPS, THE PHILADELPHIA BAR FOUNDATION REMOVES BARRIERS TO JUSTICE, ENGAGES THE COMMUNITY IN SUPPORT OF CIVIL LEGAL AID, AND BUILDS SYSTEM-WIDE CAPACITY IN ORDER TO STRENGTHEN THE PROVISION OF QUALITY LEGAL SERVICES AND TO ENSURE THAT ALL INDIVIDUALS UNDERSTAND THEIR RIGHTS TO EQUAL JUSTICE UNDER LAW. 0 0 392550 392550 GRANT PROGRAMS - SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS THAT PROVIDE LEGAL SERVICES TO THE POOR, DISABLED, ELDERLY AND CHILDREN, WHO, IF NOT FOR THESE AGENCIES, WOULD HAVE NOWHERE ELSE TO TURN. 49450 49450 FELLOWSHIP, AWARD AND RECOGNITION PROGRAMS - PROMOTING PUBLIC INTEREST LEGAL SERVICE AS A VIABLE CAREER CHOICE FOR STUDENTS AND YOUNG LAWYERS. 160969 ALL OTHER SERVICES INCLUDING PRO BONO NEEDS ASSESSMENT, EVENTS, AND OUTREACH. 602969 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 0 1 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 1 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X PAUL KIRK 2152386334 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 X MEREDITH S AUTEN PRESIDENT 1.00 X X 0 0 0 NIKI T INGRAM VICE PRESIDENT AND DIVERSITY, EQUITY & INCLUSION O 1.00 X X 0 0 0 MARK A GITTELMAN TREASURER 1.00 X X 0 0 0 LAWRENCE F WALKER SECRETARY 1.00 X X 0 0 0 JOSHUA D SNYDER ASSISTANT TREASURER 1.00 X X 0 0 0 DANIEL AIKEN TRUSTEE 1.00 X 0 0 0 ROBERTA BARSOTTI TRUSTEE 1.00 X 0 0 0 JENNIFER L BEIDEL TRUSTEE 1.00 X 0 0 0 ANDREW W BOCZKOWSKI TRUSTEE 1.00 X 0 0 0 WILSON M BROWN III TRUSTEE 1.00 X 0 0 0 CHRISTIAN W CASTILE TRUSTEE 1.00 X 0 0 0 MELISSA R CHANDY TRUSTEE 1.00 X 0 0 0 STEWART L COHEN TRUSTEE 1.00 X 0 0 0 RASHEEN DAVIS MERRITT TRUSTEE 1.00 X 0 0 0 CHRISTOPHER D DURHAM TRUSTEE 1.00 X 0 0 0 MELANIE J FOREMAN TRUSTEE 1.00 X 0 0 0 CAROL A GERSHON TRUSTEE 1.00 X 0 0 0 MATTHEW A GRUBMAN TRUSTEE 1.00 X 0 0 0 MATTHEW A HAMERMESH TRUSTEE 1.00 X 0 0 0 PATRICK HOWARD TRUSTEE 1.00 X 0 0 0 LESLIE E JOHN TRUSTEE 1.00 X 0 0 0 JENNEDY S JOHNSON TRUSTEE 1.00 X 0 0 0 KRYSTAL KANE TRUSTEE 1.00 X 0 0 0 BRENT W LANDAU TRUSTEE 1.00 X 0 0 0 CHERYL D MADDOX TRUSTEE 1.00 X 0 0 0 JEREMY A MENKOWITZ TRUSTEE 1.00 X 0 0 0 HARSINIE W PANDITARATNE TRUSTEE 1.00 X 0 0 0 JENNIE PHILIP TRUSTEE 1.00 X 0 0 0 WILL W SACHSE TRUSTEE 1.00 X 0 0 0 LISA M SCIDURLO TRUSTEE 1.00 X 0 0 0 ROBIN P SUMNER TRUSTEE 1.00 X 0 0 0 PATRICE PUDDY A TOLAND TRUSTEE 0.00 X 0 0 0 JESSICA HILBURN-HOLMES EXECUTIVE DIRECTOR 35.00 10.00 X 0 0 0 PAUL KIRK DIRECTOR OF OPERATIONS 30.00 10.00 X 0 0 0 0 0 0 0 0 0 0 0 93150 545283 638433 158287 158287 994163 953413 40750 40750 40750 0 93150 31852 -31852 -31852 805618 0 0 167185 X 392550 392550 49450 49450 190935 63108 89285 38542 55700 18469 26098 11133 15247 4981 7078 3188 14820 4898 6930 2992 46668 46668 109269 37150 61506 10613 47866 22854 17464 7548 30791 5649 20121 5021 6399 2115 2992 1292 1165 385 545 235 4116 1360 1925 831 BAD DEBT 200 200 965176 602969 280812 81395 127195 101197 16999 16890 87165 85401 8626 6305 209015 207918 1165 1097 7260804 6133431 2239358 2291170 9741312 8635491 67138 113182 150000 159808 81945 73387 299083 346377 X 8771416 7633376 670813 655738 9442229 8289114 9741312 8635491 -159558 -993557 0 X X 0 1 X 1 0 X 498693 615616 793571 806667 638433 3352980 498693 615616 793571 806667 638433 3352980 3352980 203991 191068 137083 161436 158287 851865 4204845 0.79740 0.79910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 8404881 131377 -871543 407235 7257480 7894414 105342 817825 412700 8404881 6819934 974153 598815 498488 7894414 6819934 6819934 7791183 252216 -707321 516144 6819934 1.00000 0 0 209015 207918 1097 1097 DUE FROM HOLDINGS 2291170 2291170 LINE OF CREDIT 54000 DUE TO PHILADELPHIA BAR ASSOCIATION 19387 73387 X -202755 -993557 -993557 790802 46668 -31852 14816 805618 950360 31852 31852 918508 46668 46668 965176 PART V, LINE 4: THE FOUNDATION'S BY-LAWS AND WRITTEN INVESTMENT POLICY LIMITS WITHDRAWALS FROM THE FUND FOR GRANT MAKING PURPOSES DEPENDING ON THE AVAILABILITY OF GENERAL OPERATING FUNDS. THE BY-LAWS AND INVESTMENT POLICY WERE AMENDED IN 2014 TO PERMIT AN EXTRAORDINARY WITHDRAWAL OF UP TO $500,000 IN A FISCAL YEAR, TO COVER PAYMENT OF OPERATIONAL EXPENSES OR OTHER SPECIAL BOARD APPROVED RESTRICTED PURPOSES. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -31,852. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 31,852. ACCESS TO JUSTICE 93150 93150 5866 14500 7900 3586 93150 93150 5866 14500 7900 3586 31852 -31852 1 ACLU OF PENNSYLVANIA PO BOX 60173 PHILADELPHIA PA 19102 231742013 501(C)(3) 5200 0 NON-PROFIT LEGAL AID AIDS LAW PROJECT 1211 CHESTNUT STREET 600 PHILADELPHIA PA 19107 232576149 501(C)(3) 10000 0 NON-PROFIT LEGAL AID COMMUNITY LEGAL SERVICES OF PHILADELPHIA 1424 CHESTNUT STREET PHILADELPHIA PA 19102 231671562 501(C)(3) 81500 0 NON-PROFIT LEGAL AID CONSUMER BANKRUPTCY ASSISTANCE PROJECT - THE CAST IRON BUILDING 718 ARCH STREET SUITE 200N PHILADELPHIA PA 19106 232694116 501(C)(3) 12000 0 NON-PROFIT LEGAL AID DISABILITY RIGHTS PENNSYLVANIA PHILADELPHIA BLDG 1800 JFK BOULEVARD SUITE 900 PHILADELPHIA PA 19103 232041538 501(C)(3) 5500 0 NON-PROFIT LEGAL AID EDUCATION LAW CENTER PHILADELPHIA BLDG 600 CHESTNUT STREET SUITE 500B PHILADELPHIA PA 19106 232581102 501(C)(3) 12500 0 NON-PROFIT LEGAL AID PENNSYLVANIA HIAS INDIGENT IMMIGRATION LEGAL SERVICES 600 CHESTNUT STREET SUITE 500B PHILADELPHIA PA 19103 611697848 501(C)(3) 12500 0 NON-PROFIT LEGAL AID HOMELESS ADVOCACY PROJECT 1429 WALNUT STREET FL 15 PHILADELPHIA PA 19102 232619480 501(C)(3) 14500 0 NON-PROFIT LEGAL AID JUSTICE AT WORK 990 SPRING GARDEN STREET SUITE 300 PHILADELPHIA PA 19123 510214321 501(C)(3) 13500 0 NON-PROFIT LEGAL AID JUVENILE LAW CENTER 1800 JFK BOULEVARD SUITE 1900B PHILADELPHIA PA 19103 231976386 501(C)(3) 6500 0 NON-PROFIT LEGAL AID LEGAL CLINIC FOR THE DISABLED 1513 RACE STREET MAGEE REHAB HOSPITAL PHILADELPHIA PA 19102 232460392 501(C)(3) 7000 0 NON-PROFIT LEGAL AID MAZZONI CENTER FOR LEGAL SERVICES 1348 BAINBRIDGE STREET PHILADELPHIA PA 19147 232176338 501(C)(3) 7500 0 NON-PROFIT LEGAL AID NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 231352336 501(C)(3) 8000 0 NON-PROFIT LEGAL AID PENNSYLVANIA HEALTH LAW PROJECT 123 CHESTNUT STREET SUITE 400 PHILADELPHIA PA 19106 232744908 501(C)(3) 10000 0 NON-PROFIT LEGAL AID PENNSYLVANIA IMMIGRATION RESOURCE CENTER 294 PLEASANT ACRES ROAD SUITE 202 YORK PA 17402 232851213 501(C)(3) 8000 0 NON-PROFIT LEGAL AID PENNSYLVANIA INSTITUTIONAL LAW PROJECT 718 ARCH STREET 304S PHILADELPHIA PA 19106 232811857 501(C)(3) 6000 0 NON-PROFIT LEGAL AID PHILADELPHIA LEGAL ASSITANCE 718 ARCH STREET 300N PHILADELPHIA PA 19106 232823744 501(C)(3) 17000 0 NON-PROFIT LEGAL AID PHILADELPHIA VIP 1500 WALNUT STREET 400 PHILADELPHIA PA 19102 232210390 501(C)(3) 41000 0 NON-PROFIT LEGAL AID PUBLIC INTEREST LAW CENTER 1500 JFK BOULEVARD SUITE 802 PHILADELPHIA PA 19102 231923398 501(C)(3) 8500 0 NON-PROFIT LEGAL AID REGIONAL HOUSING LEGAL SERVICES 2 S EASTON ROAD GLENSIDE PA 19038 231901416 501(C)(3) 8800 0 NON-PROFIT LEGAL AID SENIORLAW CENTER 1650 ARCH STREET SUITE 1820 PHILADELPHIA PA 19103 232169936 501(C)(3) 20000 0 NON-PROFIT LEGAL AID SUPPORT CENTER FOR CHILD ADVOCATES ONE PENN CENTER 1617 JOHN F KENNEDY BLVD 1200 PHILADELPHIA PA 19103 232048664 501(C)(3) 21500 0 NON-PROFIT LEGAL AID WOMEN AGAINST ABUSE LEGAL CENTER 100 S BROAD ST PHILADELPHIA PA 19110 231984838 501(C)(3) 5150 0 NON-PROFIT LEGAL AID WOMEN'S LAW PROJECT 125 S 9TH STREET 300 PHILADELPHIA PA 19107 237354667 501(C)(3) 15000 0 NON-PROFIT LEGAL AID 25 AWARDS 50 49450 PART I, LINE 2: GRANTS ARE MADE GENERALLY FOR THE GRANTEE ORGANIZATION'S UNRESTRICTED USE AND THEREFORE ARE NOT REGULARLY MONITORED. FORM 990, PART VI, SECTION A, LINE 1A HONORARY AND DESIGNATED TRUSTEES ARE NON-VOTING MEMBERS OF THE BOARD THEREFORE THESE INDIVIDUALS ARE NOT INCLUDED ON THE BOARD LISTING. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY (BOARD OF DIRECTORS) WILL REVIEW THE PREPARED 990 IN CONJUNCTION WITH THE FOUNDATION'S AUDITORS, PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE REQUIRED TO BE DISCLOSED. IF A CONFLICT IS DEEMED MATERIAL (I.E., RISES TO A LEVEL THAT REQUIRES RECUSAL FROM DECISION-MAKING) , THE TRUSTEE (OR KEY EMPLOYEE) WILL RECUSE HER/HIMSELF FROM THE DECISION. AND ALL DECISION-MAKERS AND OTHER STAKEHOLDERS WILL BE INFORMED OF THE CONFLICT AND ANY REMEDIAL ACTIONS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ESTABLISHES AND REVIEWS THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (EXECUTIVE DIRECTOR) USING ALL NECESSARY REGIONAL NONPROFIT ORGANIZATION DATA TO SET A FAIR AND APPROPRIATE SALARY IN AN AGENCY THE SIZE AND COMPLEXITY OF THE PHILADELPHIA BAR FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE ALL POSTED TO OUR WEBSITE. FORM 990, PART IX, LINE 11G TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 17,378. MANAGEMENT AND GENERAL EXPENSES 24,587. FUNDRAISING EXPENSES 10,613. TOTAL EXPENSES 52,578. CONSULTANTS: PROGRAM SERVICE EXPENSES 19,772. MANAGEMENT AND GENERAL EXPENSES 36,919. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,691. ALL SALARIES OF THE FOUNDATION ARE THOSE OF EMPLOYEES OF PHILADELPHIA BAR ASSOCIATION. THE FOUNDATION REIMBURSES THE PHILADELPHIA BAR ASSOCIATION FOR SALARIES AND RELATED EXPENSES. FORM 990 PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART VII THE FOLLOWING BOARD MEMBERS WERE DESIGNATED TRUSTEES AND DID NOT HAVE VOTING RIGHTS: JENNIFER COATSWORTH, HARVEY HURDLE, P. JONES, WESLEY PAYNE, IV AND MARC ZUCKER. SCHEDULE R: RELATED PARTY CLARIFICATION INFORMATION ALTHOUGH THE PHILADELPHIA BAR ASSOCIATION AND PHILADELPHIA BAR FOUNDATION DO NOT MEET THE IRS DEFINITION, PER THE FORM 990 INSTRUCTIONS, OF BEING "RELATED", THE ORGANIZATIONS ARE CLOSELY AFFILIATED AND CONSIDER THEMSELVES CLOSELY RELATED. THE ORGANIZATIONS SHARE OFFICE SPACE, EMPLOYEES AND MANY OTHER RESOURCES TO ACCOMPLISH EACH ORGANIZATION'S MISSION. SINCE THIS IS A RELATIONSHIP BETWEEN A 501(C)(3) AND A 501(C)(6) ORGANIZATION THERE ARE GOVERNING STRUCTURES IN PLACE TO ENSURE THAT THE FINANCIAL ASSETS OF THE TWO ORGANIZATIONS ARE SEPARATE AND DISTINCT. PBF HOLDINGS INC 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 824734669 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 7 PHILADELPHIA BAR FOUNDATION 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0