2026-03-03T13:53:13-06:00 2025-12-31 231311005 BOYER & RITTER LLC 211 HOUSE AVENUE CAMP HILL PA 17011 990 2025-01-01 237012190 PENNSYLVANIA BAR TRUST FUND PENN 7172386715 100 SOUTH STREET HARRISBURG PA 171011210 JILL SCHEIDT CHAIR 7172386715 2026-02-24 1 KYLE R EVANS CPA P01834389 7177617210 2025 2025-03-06 01:10:19Z JILL SCHEIDT 100 SOUTH STREET HARRISBURG PA 171011210 556508 0 X N/A X 1966 PA TO PROMOTE EDUCATION IN THE LEGAL PROFESSION 9 9 0 11 0 0 0 0 0 0 94825 124918 0 0 94825 124918 6484 82498 0 0 0 0 0 0 0 23240 23232 29724 105730 65101 19188 1739684 1882400 2191 2515 1737493 1879885 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 82498 82498 PROVIDES GRANTS TO MEMBERS TO ASSIST WITH FUNDING FOR VARIOUS REQUESTS SUCH AS EDUCATION PROGRAMS AND PRESENTATIONS. 82498 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 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 VICE CHAIR (THRU JUNE 2025) 1.00 X X 0 0 0 FRANCIS X O'CONNOR TRUSTEE 1.00 X 0 0 0 ANN B WOOD SECRETARY (THRU JUNE 2025) 1.00 X X 0 0 0 JILL M SCHEIDT CHAIR 1.00 X X 0 0 0 PAUL C TROY VICE CHAIR 1.00 X X 0 0 0 JAY N SILBERBLATT TRUSTEE 1.00 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 OBINNA ABARA SECRETARY 1.00 X X 0 0 0 LYDIA H CAPAROSA TRUSTEE 1.00 X 0 0 0 ANA PAULINA GOMEZ TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 45721 45721 510787 431590 79197 79197 79197 124918 0 0 124918 82498 82498 7000 7000 6760 6760 28 28 3899 3899 340 340 ADMIN EXPENSES 4934 4934 MISCELLANEOUS 271 271 105730 82498 23232 0 114950 63640 10366 15480 434 478 1613934 1802802 1739684 1882400 2191 2515 2191 2515 X 1737493 1879885 1737493 1879885 1739684 1882400 19188 123204 0 X X 0 1 X 1 0 X X 1 PENNSYLVANIA BAR ASSOCIATION 230954940 10 1 75000 0 1 75000 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. PART IV, SECTION A, LINE 3C: YES, ALL FUNDS WERE USED FOR IRC 170(C)(2)(B) PURPOSES. IRC 170(C)(2) PROVIDES THAT A CONTRIBUTION BY A CORPORATION TO A QUALIFYING ORGANIZATION IS DEDUCTIBLE, BUT ONLY IF THE CONTRIBUTION IS USED WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS EXCLUSIVELY FOR IRC 170(C)(2)(B) PURPOSES. ALL FUNDS WERE USED FOR GRANTS TO PROMOTE EDUCATIONAL AND CHARITABLE ACTIVITIES WITHIN THE LEGAL PROFESSION AND THE ADMINISTRATION OF JUSTICE, PARTICULARLY IN THE COMMONWEALTH OF PENNSYLVANIA. 0 X 248122 123204 123204 124918 0 124918 105730 0 105730 0 105730 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. 0 MONTGOMERY BAR ASSOCIATION 100 WEST AIRY STREET NORRISTOWN PA 19404 230888123 501C6 5554 0 OFFSET THE COST OF AN ECONOMIC IMPACT ANALYSIS OF YORK COUNTY BAR FOUNDATION-FUNDED LAW-RELATED INITIATIVES PENNSYLVANIA BAR ASSOCIATION 100 SOUTH STREET HARRISBURG PA 17108 230954940 501C6 75000 0 FUNDS SHOULD BE USED TO OFFSET THE COST OF THE NEW SOFTWARE PROGRAM 0 2 PART I, LINE 2: GRANT PAYMENT PROCEDURES ARE AS FOLLOWS: WHEN A GRANT PAYMENT REQUEST IS RECEIVED, THE INVOICES ARE CHECKED AGAINST THE APPROVED GRANT TO VERIFY THAT THEY ARE WITHIN THE SCOPE OF THE GRANT. ANY QUESTIONABLE INVOICES ARE BROUGHT TO THE ATTENTION OF THE TRUSTEES TO DECIDE IF PAYMENT CAN BE MADE. FOR EACH MEETING OF THE TRUSTEES, A GRANT STATUS REPORT IS PREPARED. 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(C)(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