2024-09-25T16:11:12-04:00 2023-12-31 061648707 FIONDELLA MILONE & LASARACINA LLP 300 WINDING BROOK DR STE 1 GLASTONBURY CT 06033 990 2023-01-01 066079763 CONNECTICUT BAR FOUNDATION CONN 8607222494 31 PRATT STREET SUITE 420 HARTFORD CT 06103 BRUCE HILTUNEN STARTED MAY 23 CFO 8607222494 2024-08-21 false AMBER D TUCKER P01593305 8606573651 2024-08-21 2023 2024-08-08 14:25:15Z BRUCE HILTUNEN STARTED MAY 23 31 PRATT STREET SUITE 420 HARTFORD CT 06103 38897629 false X WWW.CTBARFDN.ORG X 1952 CT TO FUND LEGAL SERVICES FOR THE POOR AND DEVELOP PROGRAMS TO ENHANCE UNDERSTANDING OF THE LAW IN CONNECTICUT. 32 32 13 313 0 19775438 19369648 7109195 19036015 292276 19700 568211 472266 27745120 38897629 21574393 22226691 0 722331 1045307 0 0 558156 637180 22854880 23909178 4890240 14988451 21395002 38223904 3226469 2844478 18168533 35379426 X THE MISSION OF THE CONNECTICUT BAR FOUNDATION IS TO FURTHER THE RULE OF LAW AND ASSIST IN EFFORTS TO IMPROVE THE ADMINISTRATION OF JUSTICE IN CONNECTICUT. THIS MISSION IS BASED ON THE FUNDAMENTAL PREMISE THAT THE RULE OF LAW IS ESSENTIAL TO AN ORDERLY AND JUST SOCIETY AND MUST BE AVAILABLE TO ALL, REGARDLESS OF POWER OR RESOURCES. THE FOUNDATION SERVES THIS MISSION IN PART BY WORKING TO SECURE AND ADMINISTER A RELIABLE AND SUFFICIENT FLOW OF FUNDS TO SUPPORT LEGAL SERVICES AND ACCESS TO JUSTICE FOR PERSONS OF LIMITED MEANS. THE FOUNDATION ALSO SERVES ITS MISSION BY SPONSORING PROGRAMS THAT ADDRESS MATTERS CONCERNING THE LEGAL PROFESSION, THE ADMINISTRATION OF JUSTICE AND THE ROLE OF LAW IN SOCIETY. false false 4747580 3878522 19036015 THE REVENUE OF THE IOLTA/IOTA PROGRAM IS DERIVED FROM INTEREST EARNED ON LAWYERS' TRUST ACCOUNTS AND INTEREST ON TRUST ACCOUNTS, MADE AVAILABLE BY PARTICIPATING ATTORNEYS THROUGH ELIGIBLE FINANCIAL INSTITUTION REMITTANCES OF INTEREST EARNED ON THESE ACCOUNTS. THE PURPOSE OF THE PROGRAM IS TO MAKE FUNDS AVAILABLE TO PROVIDE FOR THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS AND FOR LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED. 13119378 13118992 COURT FEES GRANTS-IN-AID AND JUDICIAL BRANCH GRANT FOR CIVIL LEGAL REPRESENTATION - UNDER THE COURT FEES GRANTS-IN-AID PROGRAM, THE JUDICIAL BRANCH TRANSFERS THE REVENUE FROM DESIGNATED COURT FILING FEES TO THE CBF, WHICH DISTRIBUTES THE FUNDS TO CURRENT IOLTA/IOTA GRANTEES FOR THE PURPOSE OF FUNDING THE DELIVERY OF LEGAL SERVICES TO CONNECTICUT'S LOW-INCOME POPULATION. JUDICIAL BRANCH GRANT-IN-AID IS ADDITIONAL FUNDING PROVIDED TO CBF TO SUPPLEMENT THE COURT FEES AND IOLTA/IOTA PROGRAMS. 5367298 4876765 RIGHT TO COUNSEL, EVICTION/TRO- THE CBF IS THE ADMINISTRATOR OF THE RIGHT TO COUNSEL (RTC) IN EVICTION DEFENSE AND TEMPORARY RESTRAINING ORDER GRANT PROGRAMS. THE RTC EVICTION DEFENSE PROGRAM FUNDS LEGAL AID ORGANIZATIONS THAT PROVIDE ACCESS TO FREE LEGAL HELP FOR INCOME-ELIGIBLE TENANTS FACING EVICTION OR LOSS OF THEIR HOUSING SUBSIDY. THE RTC TEMPORARY RESTRAINING ORDER PROGRAM FUNDS LEGAL AID ORGANIZATIONS THAT PROVIDE LEGAL REPRESENTATION FOR INCOME-ELIGIBLE INDIVIDUALS WHO ARE INTERESTED IN APPLYING FOR TEMPORARY RESTRAINING ORDERS IN THE JUDICIAL DISTRICTS OF FAIRFIELD, HARTFORD, NEW HAVEN, STAMFORD-NORWALK, AND WATERBURY. 385305 352412 IN 1994, THE FOUNDATION ESTABLISHED THE JAMES W. COOPER FELLOWS AS THE RESULT OF A GENEROUS BEQUEST. THE FELLOWS DEVELOP AND SPONSOR PROJECTS AND PROGRAMS TO PROMOTE A BETTER UNDERSTANDING OF THE LEGAL PROFESSION, THE JUDICIAL SYSTEM, AND THE ROLE OF LAW IN SOCIETY; TO EXPLORE WAYS TO IMPROVE THE PROFESSION AND THE ADMINISTRATION OF JUSTICE; AND TO FURTHER THE HIGHEST IDEALS OF THE LEGAL SYSTEM. FELLOWS PROGRAMMING ADDRESSES ISSUES SPECIFIC TO ACCESS TO JUSTICE TO HELP CREATE SYSTEMIC CHANGE AND REMOVE BARRIERS TO EQUAL JUSTICE. 385305 352412 23619561 true true false false false false false false false false true false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 12 0 true 13 true false false false false false false false false false false false false X 32 32 false false false false false false true true true false false true true true true true true false true false CT X X BRUCE HILTUNEN STARTED MAY 23 8607222494 31 PRATT STREET SUITE 420 HARTFORD CT 06103 HON BARRY F ARMATA DIRECTOR 1.00 X 0 0 0 JENNIFER G BROWN DIRECTOR 1.00 X 0 0 0 VICTORIA WOODIN CHAVEY PRESIDENT 1.00 X X 0 0 0 ART T COREY DIRECTOR 1.00 X 0 0 0 JULIETT L CRAWFORD DIRECTOR 1.00 X 0 0 0 KAREN DEMEOLA DIRECTOR 1.00 X 0 0 0 TIMOTHY A DIEMAND DIRECTOR 1.00 X X 0 0 0 HEATHER GERKEN DIRECTOR 1.00 X 0 0 0 EDWARD J HEATH DIRECTOR 1.00 X 0 0 0 JOETTE KATZ DIRECTOR 1.00 X 0 0 0 ANIKA SINGH LEMAR VICE PRESIDE 1.00 X 0 0 0 STEPHEN L LEWIS TREASURER 1.00 X X 0 0 0 ISABELLA M SQUICCIARINI DIRECTOR 1.00 X 0 0 0 YAMUNA MENON DIRECTOR 1.00 X 0 0 0 MARGARET MIDDLETON DIRECTOR 1.00 X 0 0 0 EBONI S NELSON DIRECTOR 1.00 X 0 0 0 HON CESAR A NOBLE DIRECTOR 1.00 X 0 0 0 MOY N OGILVIE DIRECTOR 1.00 X 0 0 0 VINCENT P PACE DIRECTOR 1.00 X 0 0 0 SONIA PEDRAZA DIRECTOR 1.00 X 0 0 0 FRANKLIN E PERRY DIRECTOR 1.00 X 0 0 0 HON ROBERT A RICHARDSON DIRECTOR 1.00 X 0 0 0 HON RICHARD A ROBINSON DIRECTOR 1.00 X 0 0 0 NAMITA SHAH DIRECTOR 1.00 X 0 0 0 KEITH J SORESSI SECRETARY 1.00 X X 0 0 0 CALVIN K WOO DIRECTOR 1.00 X 0 0 0 RICHARD KNOTEK DIRECTOR 1.00 X 0 0 0 HON CECIL J THOMAS DIRECTOR 1.00 X 0 0 0 JOSEPH D D'ALESIO DIRECTOR 1.00 X 0 0 0 ALEX LLOYD DIRECTOR 1.00 X 0 0 0 WILLIAM LOGUE DIRECTOR 1.00 X 0 0 0 FREDERICK S URY DIRECTOR 1.00 X 0 0 0 NATALIE S WAGNER THRU FEB 23 EXECUTIVE DI 40.00 X 46793 0 0 STEVEN EPPLER-EPSTEIN JAN - OCT 23 INTERIM EXEC 20.00 X 80718 0 0 ANGELA SCHLINGHEYDE STARTED NOV 23 EXECUTIVE DI 40.00 X 21538 0 0 ANNE E GOICO THRU JUNE 23 FINANCE DIRE 40.00 X 76363 0 0 BRUCE HILTUNEN STARTED MAY 23 CFO 25.00 X 88239 0 0 313651 false false false 18830443 539205 19369648 INTEREST ON LAWYERS 19036015 19036015 19036015 19700 19700 RETURN OF GRANT FUNDS 472266 472266 472266 38897629 19508281 19700 22226691 22226691 46793 46793 830487 683993 146494 101826 88529 13297 66201 54335 11866 411369 377641 33728 20440 17345 3095 99629 84610 15019 40285 32268 8017 9769 7299 2470 8329 6817 1512 FELLOWS SYMPOSIA 36959 32893 4066 EQUIPMENT 8649 7140 1509 BAD DEBT EXPENSE 1104 1104 GRANTS 647 647 23909178 23619561 289617 0 8445773 8042288 333044 957963 1498852 1849651 100 3175 8229 8229 11117233 27370827 21395002 38223904 193608 1221215 3032861 1623263 3226469 2844478 X 2156175 2631455 16012358 32747971 18168533 35379426 21395002 38223904 14988451 2175649 X false true X true true true X 14866558 11836347 13724329 19775438 19369648 79572320 14866558 11836347 13724329 19775438 19369648 79572320 79572320 271611 238271 224724 259942 19700 1014248 80586568 30264546 0.98740 0.98400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6172 6172 2057 2057 X 41073278 2175649 2175649 38897629 38897629 23909178 23909178 23909178 SCHEDULE D, PAGE 3, PART X THE FOUNDATION HAS RECEIVED AN EXEMPTION FROM THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS REQUIRED TO MAKE THE APPROPRIATE TAX PAYMENTS ON ANY INCOME CONSIDERED UNRELATED TO ITS EXEMPT PURPOSE. MANAGEMENT OF THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX POSITIONS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2023 AND 2022, MANAGEMENT STATED IT DOES NOT HAVE ANY TAX POSITION THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT HAVE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. true CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH ST HARTFORD CT 06105 061489575 501C3 779726 TO PROVIDE LEGAL SER THE CHILDREN'S LAW CENTER OF CONNECTICUT 30 ARBOR ST HARTFORD CT 06106 061381700 501C3 248694 TO PROVIDE LEGAL SER CONNECTICUT FAIR HOUSING CENTER 60 POPIELUSKO COURT HARTFORD CT 06106 061453727 501C3 246266 TO PROVIDE LEGAL SER CONNECTICUT LEGAL RIGHTS PROJECT PO BOX 351 SILVER STREET MIDDLETOWN CT 06457 223069277 501C3 669025 TO PROVIDE LEGAL SER CONNECTICUT LEGAL SERVICES 62 WASHINGTON ST MIDDLETOWN CT 06457 060955461 501C3 9618406 TO PROVIDE LEGAL SER CONNECTICUT VETERANS LEGAL CENTER 114 BOSTON POST RD WEST HAVEN CT 06516 270963659 501C3 570332 TO PROVIDE LEGAL SER GREATER HARTFORD LEGAL AID 999 ASYLUM AVE HARTFORD CT 06105 060730611 501C3 5087978 TO PROVIDE LEGAL SER LAWYERS FOR CHILDREN AMERICA 151 FARMINGTON AVE HARTFORD CT 06105 061412355 501C3 57906 TO PROVIDE LEGAL SER NEW HAVEN LEGAL ASSISTANCE 205 ORANGE ST NEW HAVEN CT 06105 060793269 501C3 4106537 TO PROVIDE LEGAL SER STATEWIDE LEGAL SERVICES 1290 SILAS DEANE HIGHWAY SUITE 3A WETHERSFIELD CT 06109 061445097 501C3 522271 TO PROVIDE BRIEF LEG QUINNIPIAC UNIVERSITY SCHOOL OF LAW 370 BASSETT RD NORTH HAVEN CT 06473 501C3 10000 SCHOLARSHIPS FOR LAW UNIVERSITY OF CONNECTICUT SCHOOL OF LAW 65 ELIZABETH ST HARTFORD CT 06105 501C3 10000 SCHOLARSHIPS FOR LAW YALE LAW SCHOOL PO BOX 208215 NEW HAVEN CT 06511 501C3 10000 SCHOLARSHIPS FOR LAW OPEN COMMUNITIES ALLIANCE 75 CHARTER OAK AVE HARTFORD CT 06106 464591657 501C3 105449 TO PROVIDE LEGAL SER INTEGRATED REFUGE & IMMIGRANT SERVI 235 NICOLL ST 2ND FL NEW HAVEN CT 06511 75000 COMMUNITY PARTNERS IN ACTION 110 BATHOLOMEW AVE SUITE 3010 HARTFORD CT 06106 060646592 501C3 18250 CIF REENTRY AWARD 16 SCHEDULE I, PAGE 1, PART I, LINE 2 THE CONNECTICUT BAR FOUNDATION (CBF) ADMINISTERS THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA), INTEREST ON TRUST ACCOUNTS (IOTA), COURT FEES GRANTS-IN-AID (CFGIA), AND THE JUDICIAL BRANCH GRANTS-IN-AID (JBGIA) PROGRAMS. FOR ALL PROGRAMS THE FOLLOWING CRITERIA APPLY: GRANT RECIPIENTS MUST: 1. BE A NON-STOCK CORPORATION QUALIFIED AS TAX EXEMPT UNDER SECTIONS 501(A) AND 501(C) OF THE INTERNAL REVENUE CODE, 2. HAVE AS ITS PRINCIPAL PURPOSE THE DELIVERY OF LEGAL SERVICES TO THE POOR IN CONNECTICUT, 3. HAVE CERTIFIED FINANCIAL STATEMENTS FOR ALL PRECEDING YEARS IN EXISTENCE AND HAVE AN APPOINTED INDEPENDENT CERTIFIED AUDITING FIRM, AND 4. HAVE REGISTERED, WHERE APPLICABLE, WITH THE CONNECTICUT DEPARTMENT OF CONSUMER PROTECTION. CBF ALSO CONSIDERS THE FOLLOWING CRITERIA WHEN DETERMINING GRANT RECIPIENTS: 1. THE CBF ENCOURAGES CHALLENGE GRANTS, FUND-MATCHING, FUND LEVERAGING, AND USE OF VOLUNTEERS. 2. GRANTS WILL NOT BE AVAILABLE TO FUND THE SERVICES OF ATTORNEYS WHO ARE ALSO ENGAGED IN THE PRIVATE PRACTICE OF LAW. 3. THE CBF PREFERS TO FUND APPLICANTS WHO DEMONSTRATE COMMUNITY SUPPORT FOR THEIR PROGRAM AND HAVE GOVERNING BOARDS THAT INCLUDE REPRESENTATIVES FROM BOTH THE LEGAL AND THE LOW-INCOME CLIENT COMMUNITIES. 4. THE CBF AWARDS FUNDS TO ACHIEVE BROAD GEOGRAPHIC AND DEMOGRAPHIC REPRESENTATION THROUGHOUT THE STATE AND SEEKS TO AVOID DUPLICATION OF SIMILAR SERVICES TO THE SAME POPULATION. 5. THE CBF WISHES TO PROMOTE FINANCIAL AND ORGANIZATIONAL STABILITY AND GROWTH IN ITS GRANTEES AND CONTINUITY OF SERVICES TO CONNECTICUT'S LOW INCOME RESIDENTS. IN REVIEWING GRANT APPLICATIONS, CONSIDERATION IS GIVEN TO PREVIOUS CBF RECIPIENTS THAT HAVE SUCCESSFULLY UTILIZED GRANT FUNDS. 6. THE CBF CONSIDERS THE QUALITY, EFFECTIVENESS AND IMPORTANCE OF THE PROPOSED LEGAL SERVICES TO ITS TARGETED POPULATION, AND THE CONTRIBUTION THE PROPOSED SERVICES WOULD MAKE TOWARDS ACHIEVING AN EFFICIENT STATEWIDE SYSTEM OF SERVING ALL OF CONNECTICUT'S MOST VULNERABLE CITIZENS. 7. THE CBF CONSIDERS EACH APPLICANT'S PRIORITIES AND CAPACITY FOR TRAINING, SUPPORT, SUPERVISION OF ITS STAFF, QUALITY CONTROL, DATA COLLECTION, AND ACCURATE REPORTING. THE CBF ALSO PROVIDES IOLTA/IOTA GRANTS FOR LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED FOR STUDENTS ATTENDING LAW SCHOOLS IN CONNECTICUT. CBF MONITORS THE USE OF GRANTS FUNDS BY REVIEWING NARRATIVE, STATISTICAL AND FINANCIAL REPORTS FROM GRANTEES AGREED UPON PROCEDURES ARE ALSO PERFORMED BY OUR AUDITORS AS WELL AS GRANTEES PROVIDING SIGNED ASSURANCES. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE CONNECTICUT BAR FOUNDATION IS TO FURTHER THE RULE OF LAW AND ASSIST IN EFFORTS TO IMPROVE THE ADMINISTRATION OF JUSTICE IN CONNECTICUT. THIS MISSION IS BASED ON THE FUNDAMENTAL PREMISE THAT THE RULE OF LAW IS ESSENTIAL TO AN ORDERLY AND JUST SOCIETY AND MUST BE AVAILABLE TO ALL, REGARDLESS OF POWER OR RESOURCES. THE FOUNDATION SERVES THIS MISSION IN PART BY WORKING TO SECURE AND ADMINISTER A RELIABLE AND SUFFICIENT FLOW OF FUNDS TO SUPPORT LEGAL SERVICES AND ACCESS TO JUSTICE FOR PERSONS OF LIMITED MEANS. THE FOUNDATION ALSO SERVES ITS MISSION BY SPONSORING PROGRAMS THAT ADDRESS MATTERS CONCERNING THE LEGAL PROFESSION, THE ADMINISTRATION OF JUSTICE AND THE ROLE OF LAW IN SOCIETY. FORM 990, PAGE 2, PART III, LINE 4D IN 1994, THE FOUNDATION ESTABLISHED THE JAMES W. COOPER FELLOWS AS THE RESULT OF A GENEROUS BEQUEST. THE FELLOWS DEVELOP AND SPONSOR PROJECTS AND PROGRAMS TO PROMOTE A BETTER UNDERSTANDING OF THE LEGAL PROFESSION, THE JUDICIAL SYSTEM, AND THE ROLE OF LAW IN SOCIETY; TO EXPLORE WAYS TO IMPROVE THE PROFESSION AND THE ADMINISTRATION OF JUSTICE; AND TO FURTHER THE HIGHEST IDEALS OF THE LEGAL SYSTEM. FELLOWS PROGRAMMING ADDRESSES ISSUES SPECIFIC TO ACCESS TO JUSTICE TO HELP CREATE SYSTEMIC CHANGE AND REMOVE BARRIERS TO EQUAL JUSTICE. FORM 990, PAGE 6, PART VI, LINE 7B IN JANUARY, MEMBERS OF THE BOARD OF DIRECTORS (GOVERNING BOARD) ARE RECOMMENDED TO THE CBA AND ELECTED BY THE CBA BOARD OF GOVERNORS ACTING AS THE CORPORATORS OF THE FOUNDATION. THE FOUNDATION ELECTS NEW DIRECTORS IN THE INTERIM. FORM 990, PAGE 6, PART VI, LINE 11B THERE IS COMMUNICATION BETWEEN THE ACCOUNTANTS AND THE AUDIT COMMITTEE OF THE FOUNDATION. BEFORE THE FORM 990 IS FINALIZED, IT IS APPROVED BY THE AUDIT COMMITTEE AND REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS SIGNED BY ALL STAFF AND BOARD MEMBERS. THE POLICY INCLUDES A CLAUSE REQUIRING WRITTEN DISCLOSURE WHEN ANY NEW CONFLICTS ARISE. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION OF THESE INDIVIDUALS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE FOUNDATION. COMPARABILITY DATA FROM OTHER IOLTA PROGRAMS AND OTHE NONPROFIT ORGANIZATIONS IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE VOTES ON STAFF SALARIES AND MAKES A RECOMMENDATION OF A TOTAL STAFF FIGURE IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 COMPLETE COPIES OF THE AUDITED FINANCIALS AND THE FORM 990 ARE POSTED ON THE CBF'S WEBSITE. THE FORM 990 IS ALSO PUBLISHED BY GUIDESTAR, AN INFORMATIONAL WEBSITE AND DATABASE FOR NONPROFIT ORGANIZATIONS. OTHER DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.