2024-04-11T11:05:04-05:00 2023-05-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2022-06-01 316059929 Cincinnati Bar Foundation CINC 5136994014 225 East Sixth Street 2nd Floor Cincinnati OH 45202 Anthony L Osterlund President 5136994014 2024-04-10 1 Anthony Osterlund 999009999 0 Paula Hume P00537516 5132418313 2024-04-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Anthony L Osterlund 225 East Sixth Street 2nd Floor Cincinnati OH 45202 1006332 0 X www.cincybar.org/foundation X 1961 OH Promoting justice and changing lives through the law with the desire to serve the legal profession, the justice system and the Greater Cincinnati community. The Cincinnati Bar Foundation concentrates grant-making efforts in the following four areas: 1. Knowledge and understanding of and respect for the law in the community, particularly with young people, 2. Improving the quality and administration of justice in all its facets, 3. Supporting the delivery of legal services at an affordable cost for the poor, elderly and otherwise disadvantaged, 4. Fostering professionalism and civility in the practice of law. 20 20 0 105 0 0 216534 126048 0 0 351965 263022 -437 3648 568062 392718 134635 159662 0 0 72072 0 0 0 34261 44880 126112 251587 285774 316475 106944 3761362 3566991 44060 6820 3717302 3560171 X Promoting justice and changing lives through the law with the desire to serve the legal profession, the justice system and the Greater Cincinnati community. The Cincinnati Bar Foundation concentrates grant-making efforts in the following four areas: 1. Knowledge and understanding of and respect for the law in the community, particularly with young people, 2. Improving the quality and administration of justice in all its facets, 3. Supporting the delivery of legal services at an affordable cost for the poor, elderly and otherwise disadvantaged, 4. Fostering professionalism and civility in the practice of law. 0 0 208459 159662 The Cincinnati Bar Foundation makes grants to law related programs that improve the administration of justice, support delivery of legal services to the disadvantaged, provide education about the law and improve the practice of law. Established in 1961, the Cincinnati Bar Foundation has provided more than 60 years of service to the community. Seed money and grants are awarded on a semi-annual basis for these areas: 1. Education and Training on the law for the community and young people, 2. Improving the administration of justice, 3. Supporting the delivery of legal services to the disadvantaged and children, 4. Providing education and training for attorneys to improve the practice of law. 208459 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 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 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Amy Zerhusen 5136994014 225 E Sixth St 2nd Floor Cincinnati OH 45202 X Anthony L Osterlund President 4.00 X X 0 0 0 Bernice L Walker Vice President 2.00 X X 0 0 0 Dale A Stalf Immediate Past President 3.00 X X 0 0 0 Danielle L Lorenz Treasurer 2.00 X X 0 0 0 Derek Freitas Trustee 1.00 X 0 0 0 Elise Elam Trustee 1.00 X 0 0 0 Elisher Williams Trustee 1.00 X 0 0 0 Faith Whittaker CBA Vice President 1.00 X 0 0 0 Jacqueline Aguilar-Start 0223 Trustee 1.00 X 0 0 0 Jeffery Hendricks Trustee 1.00 X 0 0 0 Jenna Heaphy Trustee 1.00 X 0 0 0 Jesse Jeinke-Godshalk Trustee-Start 02/23 1.00 X 0 0 0 Kelly Holden-Start 0223 Trustee 1.00 X 0 0 0 Louise M Roselle Trustee 1.00 X 0 0 0 Michael Moeddel Trustee 1.00 X 0 0 0 Reginald Staples Jr Secretary 2.00 X X 0 0 0 Ryan Goellner Trustee 1.00 X 0 0 0 Ryan McGraw Trustee 1.00 X 0 0 0 Sarah Topy Trustee 1.00 X 0 0 0 Steven Simon Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 0 126048 126048 93259 93259 779761 609998 169763 169763 169763 7258 3616 3642 3642 Miscellaneous Income 900099 6 6 6 392718 0 0 266670 144662 144662 15000 15000 73512 34551 14702 24259 8600 4042 1720 2838 22289 22289 18825 8848 3765 6212 Miscellaneous 2886 1356 578 952 285774 208459 43054 34261 99701 107744 83000 0 1237 5035 750 875 13339 13339 0 0 3567892 3443181 8782 10156 3761362 3566991 20060 6820 1500 0 22500 0 44060 6820 X 2168619 1958769 1548683 1601402 3717302 3560171 3761362 3566991 106944 -264075 0 X X 0 1 X 1 0 X 131092 130872 174922 216534 126048 779468 131092 130872 174922 216534 126048 779468 69295 710173 72320 78108 77635 78963 93259 400285 19 379 6 404 1180157 0.60180 0.62750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 92133 26650 14581 104202 82081 23017 12965 92133 72866 9215 82081 71230 1636 72866 57020 30299 16089 71230 1.00000 0 0 13339 13339 0 0 X 106354 -264075 -264075 370429 22289 22289 392718 263485 0 263485 22289 22289 285774 Part V, Line 4: Mission Related Part X, Line 2: The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio law. However, it is subject to federal income tax on any unrelated business taxable income. The Foundation's IRS Form 990 is subject to review and examination by federal and state authorities. The Foundation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. 1 Legal Aid Society of Greater Cincinnati 215 East Ninth Street Suite 200 Cincinnati OH 45202 310536673 501c3 9000 0 Mission Related ProKids 2605 Burnet Avenue Cincinnati OH 45219 311020021 501c3 8500 0 Mission Related Immigrant and Refugee Law Center 1702 Grand Ave Cincinnati OH 45214 822744813 501c3 5500 0 Mission Related Pro Bono Partnership of Greater Cincinnati 255 E Fifth St Suite 1900 Cincinnati OH 45202 464283169 501c3 7500 0 Mission Related YMCA of Greater Cincinnati 1105 Elm Street Cincinnati OH 45202 310537178 501c3 6000 0 Mission Related Cincinnati Bar Association 225 East Sixth Street Cincinnati OH 45202 310535300 501c6 24000 0 Mission Related Ohio Justice & Policy Center 215 East Ninth Street Cincinnati OH 45202 311319172 501c3 7000 0 Mission Related Summer Work Experience in Law Inc 225 East Sixth Street Cincinnati OH 45202 262902937 501c3 10000 0 Mission Related Catholic Charities Southwestern Ohio 215 East Ninth Street Suite 200 Cincinnati OH 45202 310536968 501c3 5500 0 Mission Related 8 1 Spurlock scholarship 1 5000 Scholarship McClain scholarship 1 5000 Scholarship Jones scholarship 1 5000 Scholarship Part I, Line 2: The Cincinnati Bar Foundation accepts grant application proposals in the spring and in the fall. A committee reviews the applications, interviews the grantees and makes recommendations for funding based on support of the mission. The Board discusses and votes on the recommendations. Grantees are awarded funds based on agreement to provide a W9, use the funding only for the purpose requested and providing an annual report on the use of funds. Form 990, Part VI, Section A, line 3 The Cincinnati Bar Foundation has a written services agreement with the Cincinnati Bar Association. The Cincinnati Bar Foundation pays fees to the Cincinnati Bar Association for professional service fees including executive-level director, project manager, financial and accounting, marketing and communication, general administration and office expenses. Form 990, Part VI, Section B, line 11b The organization provides a copy of the 990 to the board prior to filing. Form 990, Part VI, Section B, line 12c A Conflict of Interest policy is distributed annually to all officers, employees, directors, finance committee members and other individuals with substantial involvement in the CBF. Each person is required to submit a signed statement that they have read and understand the policy. All persons are required to disclose any and all conflicts. If a conflict of interest does arise, the Chairperson of the Board or Committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or agreement. After exercising due diligence, the Board or Committee shall determine whether the corporation can obtain a more advantageous transaction or agreement with reasonable efforts from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable, the Board or Committee shall determine by a majority vote whether the transaction or arrangement is in the CBF's best interest and for its own benefit, and whether the transaction is fair and reasonable to the CBF, and shall make the decision as to whether to enter into the transaction or arrangement in conformity with such determination. Form 990, Part VI, Section C, line 19 The organization governing documents, conflict of interest policy and financial statements are made available upon request. Form 990, Part XII, Line 2c: No changes in process from the prior year. Cincinnati Bar Association 225 E Sixth Street 2nd Floor Cincinnati OH 45202 310535300 legal education OH 501(c)(6) 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Cincinnati Bar Association B 24000 Cincinnati Bar Association P 75960 Cincinnati Bar Association M 5295