ERIE COUNTY BAR FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ERIE COUNTY BAR FOUNDATION INC (EIN 16-6052602)
Tax period
2023-06-01 to 2024-05-31
Filed
2024-10-10
IRS object ID
202432849349300613
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-10T08:15:58-05:00ReturnTs
Tax Period End2024-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN160765486PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUMSDEN & MCCORMICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1369 FRANKLIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166052602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERIE COUNTY BAR FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERIEBusinessNameControlTxt
Phone7168528687PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET 600AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE M NOBLEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7168528687PhoneNum
Signature2024-10-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH M HOPKINS CPAPreparerPersonNm
PTINP02010701PTIN
Phone7168563300PhoneNum
Preparation2024-09-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNE M NOBLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET 600AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$839,309GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ERIEBAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionDEDICATED TO HELPING MEMBERS OF THE PROFESSION TIMES OF CRISIS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$243,146PYContributionsGrantsAmt
CY Contributions Grants$279,599CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$76,131PYInvestmentIncomeAmt
CY Investment Income$127,184CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$319,277PYTotalRevenueAmt
CY Total Revenue$406,783CYTotalRevenueAmt
PY Grants And Similar Paid$359,044PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$342,459CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$64,144PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$70,640CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$30,465CYTotalFundraisingExpenseAmt
PY Other Expenses$54,938PYOtherExpensesAmt
CY Other Expenses$62,438CYOtherExpensesAmt
PY Total Expenses$478,126PYTotalExpensesAmt
CY Total Expenses$475,537CYTotalExpensesAmt
PY Revenues Less Expenses-$158,849PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$68,754CYRevenuesLessExpensesAmt
Total Assets BOY$1,670,438TotalAssetsBOYAmt
Total Assets EOY$1,707,105TotalAssetsEOYAmt
Total Liabilities BOY$78,486TotalLiabilitiesBOYAmt
Total Liabilities EOY$86,247TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,591,952NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,620,858NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNATION ASSISTS MEMBERS OF BAR ASSOCIATION BY PROVIDING GRANTS, WELL-BEING PROGRAMS AND COUNSELING TO SUCH MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$342,459ExpenseAmt
Grant$342,459GrantAmt
DescGENERAL PROGRAM GRANTS IN AID TO ASSIST MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$23,487ExpenseAmt
DescCOUNSELING - TO PROVIDE INTERVENTION, MONITORING, AND COUNSELING SERVICES FOR SUBSTANCE USE DISORDERS AND MENTAL HEALTH ISSUES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$38,106ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$38,106TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$404,052TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEIDI MAHONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7168528687PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET SUITE 600AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
KEVIN W SPITLER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
HELEN FERRARO-ZAFFRAM
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JESSLYN A HOLBROOK
TREASURER1.00Yes (X)Yes (X)$0$0$0
PENNY B SELMONSKY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
AVIVA ABRAMOVSKY
DIRECTOR1.00Yes (X)$0$0$0
LAURIE STYKA BLOOM
DIRECTOR1.00Yes (X)$0$0$0
TERRENCE M CONNORS
DIRECTOR1.00Yes (X)$0$0$0
HON DAVID L EDMUNDS JR
DIRECTOR1.00Yes (X)$0$0$0
ROBERT J FLUSKEY
DIRECTOR1.00Yes (X)$0$0$0
DAVID E GUTOWSKI
DIRECTOR1.00Yes (X)$0$0$0
HON CRAIG D HANNAH
DIRECTOR1.00Yes (X)$0$0$0
JOHN G HORN
DIRECTOR1.00Yes (X)$0$0$0
MARIANNE MARIANO
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL F PERLEY
DIRECTOR1.00Yes (X)$0$0$0
JEFFERY M PRIORE
DIRECTOR1.00Yes (X)$0$0$0
JOHN E RICHMOND
DIRECTOR1.00Yes (X)$0$0$0
PAMELA H THIBODEAU
DIRECTOR1.00Yes (X)$0$0$0
ANNE M NOBLE
EXECUTIVE DIRECTOR8.00Yes (X)$0$167,995$11,01532.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$167,995TotReportableCompRltdOrgAmt
Total Other Compensation$11,015TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$32,180GovernmentGrantsAmt
All Other Contributions$247,419AllOtherContributionsAmt
Total Contributions$279,599TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,856TotalRevenueColumnAmt
Exclusion$50,856ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$508,854SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$432,526SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$76,328SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,328TotalRevenueColumnAmt
Exclusion$76,328ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$406,783TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$127,184ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,485TotalAmt
Program Services$38,485ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$303,974TotalAmt
Program Services$303,974ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,624TotalAmt
Program Services$14,812ProgramServicesAmt
Management And General$14,812ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$33,989TotalAmt
Program Services$13,365ProgramServicesAmt
Management And General$5,110ManagementAndGeneralAmt
Fundraising$15,514FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,299TotalAmt
Program Services$1,160ProgramServicesAmt
Management And General$200ManagementAndGeneralAmt
Fundraising$939FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,728TotalAmt
Program Services$2,086ProgramServicesAmt
Management And General$1,455ManagementAndGeneralAmt
Fundraising$1,187FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,880TotalAmt
Management And General$2,880ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$34,972TotalAmt
Program Services$23,487ProgramServicesAmt
Management And General$11,485ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,492TotalAmt
Program Services$3,082ProgramServicesAmt
Management And General$2,606ManagementAndGeneralAmt
Fundraising$10,804FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,094TotalAmt
Program Services$3,601ProgramServicesAmt
Management And General$2,472ManagementAndGeneralAmt
Fundraising$2,021FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$475,537TotalAmt
Program Services$404,052ProgramServicesAmt
Management And General$41,020ManagementAndGeneralAmt
Fundraising$30,465FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$191,412BOYAmt
EOY$45,605EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$105,570BOYAmt
EOY$96,047EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$857BOYAmt
EOY$3,750EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,263BOYAmt
EOY$18,296EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,092BOYAmt
EOY$782EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,299,144BOYAmt
EOY$1,473,474EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$66,100BOYAmt
EOY$69,151EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,670,438BOYAmt
EOY$1,707,105EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,164BOYAmt
EOY$16,317EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,222BOYAmt
EOY$779EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$66,100BOYAmt
EOY$69,151EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,486BOYAmt
EOY$86,247EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,095,830BOYAmt
EOY$1,069,070EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$496,122BOYAmt
EOY$551,788EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,591,952BOYAmt
EOY$1,620,858EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,670,438BOYAmt
EOY$1,707,105EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$68,754ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$97,660NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$280,439CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$248,922CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$243,146CurrentTaxYearMinus1YearAmt
Current Tax Year$269,599CurrentTaxYearAmt
Total$1,336,594TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$294,488CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$280,439CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$248,922CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$243,146CurrentTaxYearMinus1YearAmt
Current Tax Year$269,599CurrentTaxYearAmt
Total$1,336,594TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,336,594PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,985CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,334CurrentTaxYearMinus1YearAmt
Current Tax Year$50,856CurrentTaxYearAmt
Total$209,820TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,043CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,602CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,985CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,334CurrentTaxYearMinus1YearAmt
Current Tax Year$50,856CurrentTaxYearAmt
Total$209,820TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$333,531CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$317,041CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$287,907CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$287,480CurrentTaxYearMinus1YearAmt
Current Tax Year$320,455CurrentTaxYearAmt
Total$1,546,414TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.86430PublicSupportCY509Pct
Public Support PY5090.87740PublicSupportPY509Pct
Investment Income CY0.13570InvestmentIncomeCYPct
Investment Income PY0.12260InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$485,655BeginningYearBalanceAmt
Investment Earnings Or Losses$61,785InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,125GrantsOrScholarshipsAmt
End Year Balance$531,315EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$517,249BeginningYearBalanceAmt
Investment Earnings Or Losses-$15,389InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,205GrantsOrScholarshipsAmt
End Year Balance$485,655EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$518,588BeginningYearBalanceAmt
Investment Earnings Or Losses$14,743InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,082GrantsOrScholarshipsAmt
End Year Balance$517,249EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$463,845BeginningYearBalanceAmt
Investment Earnings Or Losses$70,534InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,791GrantsOrScholarshipsAmt
End Year Balance$518,588EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$489,501BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,000GrantsOrScholarshipsAmt
End Year Balance$463,845EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.56000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.44000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATIONDesc
Amt$69,151Amt
FieldValueIRS element (for citing)
Total Liability$69,151TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$501,563TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$97,660NetUnrealizedGainsInvstAmt
Revenue Not Reported$97,660RevenueNotReportedAmt
Revenue Subtotal$403,903RevenueSubtotalAmt
Investment Expenses Not Incld$2,880InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,880RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$406,783TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$472,657TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$472,657ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,880InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,880ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$475,537TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationENDOWMENT FUNDS ARE PRIMARILY RESTRICTED TO FUND THE VOLUNTEER LAWYERS PROJECT.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VOLUNTEER LAWYERS PROJECTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET 7TH FLOORAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Recipient EIN161337417RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$0CashGrantAmt
Non Cash Assistance$16,125NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantTO ASSIST LAWYERS IN NEEDPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCASH ASSISTANCE AND COUNSELING TO PROVIDE STABILITY TO MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY.GrantTypeTxt
Recipient28RecipientCnt
Cash Grant$303,974CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationA MAJOR PURPOSE OF THE FOUNDATION IS TO ASSIST ATTORNEYS AND THEIR FAMILIES WHO ARE IN FINANCIAL NEED THROUGH THE FORM OF LOANS AND GRANTS. GRANTEES ARE THOROUGHLY SCREENED BEFORE A DECISION BY THE BOARD IS MADE TO PROVIDE ASSISTANCE. COUNSELING IS PROVIDED AS PART OF THE GRANT-IN-AID PROCESS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANNE M NOBLEPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$167,995CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$3,000DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$8,015NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$179,010TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:ERIE COUNTY BAR FOUNDATION, INC. DOES NOT REPORT FORM W-3 AS EMPLOYEES ARE PAID THROUGH BAR ASSOCIATION OF ERIE COUNTY.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR AND COMPTROLLER OF ERIE COUNTY BAR FOUNDATION, INC. PERFORM AN IN-DEPTH REVIEW OF THE FORM 990 BEFORE IT IS FILED. ADDITIONALLY, THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CAT EACH BOARD MEETING, A LIST OF CONFLICTS IS INCLUDED ON A DISCLOSURE STATEMENT, IF APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR MAKES RECOMMENDATIONS FOR STAFF COMPENSATION TO THE FINANCE COMMITTEE BASED ON SEVERAL FACTORS SPECIFIC TO THE ORGANIZATION. THE FINANCE COMMITTEE APPROVES THE FIGURES AND DISCLOSES THEIR DECISION TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19ALL OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
BAR ASSOCIATION OF ERIE COUNTY
438 MAIN ST SUITE 600BUFFALONY14202160341905TO PROMOTE REFORM IN LAW AND CULTIVATE THE SCIENCE OF JURISPRUDENCENY501(C)(6)N/A0
ERIE INSTITUTE OF LAW
438 MAIN ST SUITE 600BUFFALONY14202161438455TO PROVIDE CONTINUING LEGAL EDUCATION TO BAR ASSOC. OF ERIE COUNTY MEMBERSNY501(C)(3)N/A0LINE 10
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BAR ASSOCIATION OF ERIE COUNTY
N$8,094FMV
BAR ASSOCIATION OF ERIE COUNTY
O$70,640FMV

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