MASSACHUSETTS BAR FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MASSACHUSETTS BAR FOUNDATION INC (EIN 04-6130261)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-25
IRS object ID
202312379349300416
Schema version
2022v5.0
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)
Return2023-08-25T08:26:20-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222027092PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUM SMITH BROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125 BRAINTREE HILL OFC PK SUITE 102AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046130261EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS BAR FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMASSBusinessNameControlTxt
Phone6173380500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021111204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA C MCCONNEY ESQPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6173380500PhoneNum
Signature2023-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGELAPersonFirstNm
Person LastMCCONNEY ESQPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A DIIULISPreparerPersonNm
PTINP00303577PTIN
Phone6174711120PhoneNum
Preparation2023-08-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANGELA C MCCONNEY ESQPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021111204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,314,559GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MASSBARFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1964FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE MASSACHUSETTS BAR FOUNDATION WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,614,627PYContributionsGrantsAmt
CY Contributions Grants$4,037,110CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$142,975PYInvestmentIncomeAmt
CY Investment Income$111,191CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,757,602PYTotalRevenueAmt
CY Total Revenue$4,148,301CYTotalRevenueAmt
PY Grants And Similar Paid$2,777,589PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,795,216CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$250,683PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$247,339CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$105,086PYOtherExpensesAmt
CY Other Expenses$145,743CYOtherExpensesAmt
PY Total Expenses$3,133,358PYTotalExpensesAmt
CY Total Expenses$3,188,298CYTotalExpensesAmt
PY Revenues Less Expenses-$375,756PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$960,003CYRevenuesLessExpensesAmt
Total Assets BOY$9,097,604TotalAssetsBOYAmt
Total Assets EOY$9,089,779TotalAssetsEOYAmt
Total Liabilities BOY$1,364,699TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,357,849TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,732,905NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,731,930NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MBF WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,595,426ExpenseAmt
Grant$2,595,426GrantAmt
DescIOLTA GRANTSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$64,290ExpenseAmt
Grant$64,290GrantAmt
DescFELLOWS GRANTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$120,000ExpenseAmt
Grant$120,000GrantAmt
DescGANTS FUND GRANTSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$15,500ExpenseAmt
Grant$15,500GrantAmt
DescSMITH FUND GRANTS ($12,000) AND MLGBA GRAY SCHOLARSHIP ($3,500).Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$15,500TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$15,500TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,795,216TotalProgramServiceExpensesAmt
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Individuals0GrantsToIndividualsInd
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
IRP Document11IRPDocumentCnt
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
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSANNAH THOMASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173380500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021111218ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RICHARD J GRAHN ESQ
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ANGELA C MCCONNEY ESQ
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVID C HENDERSON ESQ
TRUSTEE1.00Yes (X)$0$0$0
COREY M CARVALHO ESQ
TRUSTEE1.00Yes (X)$0$0$0
VALERIE C CALDWELL ESQ
TRUSTEE1.00Yes (X)$0$0$0
HON SCOTT D PETERSON
TRUSTEE1.00Yes (X)$0$0$0
HON MEGAN H CHRISTOPHER
TRUSTEE1.00Yes (X)$0$0$0
KIMBERLY E WINTER ESQ
TRUSTEE1.00Yes (X)$0$0$0
EDWARD F DOMBROSKI JR ESQ
SECRETARY1.00Yes (X)Yes (X)$0$0$0
G PERRY WU ESQ
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
HON MARGUERITE T GRANT
TRUSTEE1.00Yes (X)$0$0$0
MAGARET J HURLEY ESQ
TRUSTEE1.00Yes (X)$0$0$0
HON MAYNARD M KIRPALANI
TRUSTEE1.00Yes (X)$0$0$0
PAUL J KLEHM ESQ
TRUSTEE1.00Yes (X)$0$0$0
MELISSA LANGA ESQ
TREASURER1.00Yes (X)Yes (X)$0$0$0
JOHN T LYNCH ESQ
TRUSTEE1.00Yes (X)$0$0$0
JAMES F MARTIN ESQ
TRUSTEE1.00Yes (X)$0$0$0
HON MARK D MASON
TRUSTEE1.00Yes (X)$0$0$0
IRIS TAYMORE SCHNITZER ESQ
TRUSTEE1.00Yes (X)$0$0$0
FRANK J CIANO ESQ
TRUSTEE1.00Yes (X)$0$0$0
CHRISTOPHER P SULLIVAN ESQ
TRUSTEE1.00Yes (X)$0$0$0
TARA D DUNN ESQ
TRUSTEE1.00Yes (X)$0$0$0
MARY JEANNE STONE ESQ
TRUSTEE1.00Yes (X)$0$0$0
SUSANNAH THOMAS
EXECUTIVE DIRECTOR40.00Yes (X)$0$128,478$30,987
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$128,478TotReportableCompRltdOrgAmt
Total Other Compensation$30,987TotalOtherCompensationAmt
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
Membership Dues$151,166MembershipDuesAmt
Government Grants$3,726,386GovernmentGrantsAmt
All Other Contributions$159,558AllOtherContributionsAmt
Total Contributions$4,037,110TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,198TotalRevenueColumnAmt
Exclusion$79,198ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,198,251SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,166,258SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$31,993SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,993TotalRevenueColumnAmt
Exclusion$31,993ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,148,301TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$111,191ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,795,216TotalAmt
Program Services$2,795,216ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$159,465TotalAmt
Management And General$159,465ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$57,916TotalAmt
Management And General$57,916ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,712TotalAmt
Management And General$14,712ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,246TotalAmt
Management And General$15,246ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,784TotalAmt
Management And General$45,784ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$66,210TotalAmt
Management And General$66,210ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$950TotalAmt
Management And General$950ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$26,101TotalAmt
Management And General$26,101ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$408TotalAmt
Management And General$408ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,399TotalAmt
Management And General$3,399ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescRECOGNITION & AWARD EXPDesc
Total$2,891TotalAmt
Management And General$2,891ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,188,298TotalAmt
Program Services$2,795,216ProgramServicesAmt
Management And General$393,082ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$303,708BOYAmt
EOY$267,607EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,186,564BOYAmt
EOY$2,147,142EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$218,510EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$71BOYAmt
EOY$17,004EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,917BOYAmt
EOY$4,500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,775LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,044LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,140BOYAmt
EOY$3,731EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,571,184BOYAmt
EOY$6,414,792EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,020BOYAmt
EOY$16,493EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,097,604BOYAmt
EOY$9,089,779EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$58,308BOYAmt
EOY$50,349EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,306,391BOYAmt
EOY$1,307,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,364,699BOYAmt
EOY$1,357,849EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,279,246BOYAmt
EOY$2,687,901EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,453,659BOYAmt
EOY$5,044,029EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,732,905BOYAmt
EOY$7,731,930EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,097,604BOYAmt
EOY$9,089,779EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$960,003ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$960,978NetUnrlzdGainsLossesInvstAmt
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$2,581,795CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,659,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,399,211CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,614,627CurrentTaxYearMinus1YearAmt
Current Tax Year$4,037,110CurrentTaxYearAmt
Total$16,292,394TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,034CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,718CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$22,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,448CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$99,195TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,613,829CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,685,369CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,422,206CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,633,075CurrentTaxYearMinus1YearAmt
Current Tax Year$4,037,110CurrentTaxYearAmt
Total$16,391,589TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,655CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,050CurrentTaxYearMinus1YearAmt
Current Tax Year$16,250CurrentTaxYearAmt
Total$78,705TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,650CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,655CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,050CurrentTaxYearMinus1YearAmt
Current Tax Year$16,250CurrentTaxYearAmt
Total$78,705TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$16,312,884PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,968CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,491CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,166CurrentTaxYearMinus1YearAmt
Current Tax Year$79,198CurrentTaxYearAmt
Total$343,489TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,968CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$63,666CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,491CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,166CurrentTaxYearMinus1YearAmt
Current Tax Year$79,198CurrentTaxYearAmt
Total$343,489TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,667,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,749,035CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,490,697CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,711,241CurrentTaxYearMinus1YearAmt
Current Tax Year$4,116,308CurrentTaxYearAmt
Total$16,735,078TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97480PublicSupportCY509Pct
Public Support PY5090.97540PublicSupportPY509Pct
Investment Income CY0.02050InvestmentIncomeCYPct
Investment Income PY0.01970InvestmentIncomePYPct
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$4,453,659BeginningYearBalanceAmt
Contributions$3,824,618ContributionsAmt
Investment Earnings Or Losses-$271,129InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,963,324GrantsOrScholarshipsAmt
End Year Balance$5,044,029EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,754,629BeginningYearBalanceAmt
Contributions$2,483,773ContributionsAmt
Investment Earnings Or Losses$77,727InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,862,470GrantsOrScholarshipsAmt
End Year Balance$4,453,659EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,159,920BeginningYearBalanceAmt
Contributions$3,218,847ContributionsAmt
Investment Earnings Or Losses$173,195InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,797,333GrantsOrScholarshipsAmt
End Year Balance$4,754,629EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,202,748BeginningYearBalanceAmt
Contributions$3,513,082ContributionsAmt
Investment Earnings Or Losses$168,236InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,724,146GrantsOrScholarshipsAmt
End Year Balance$4,159,920EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,257,769BeginningYearBalanceAmt
Contributions$2,454,477ContributionsAmt
Investment Earnings Or Losses-$1,664InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,502,064GrantsOrScholarshipsAmt
End Year Balance$3,202,748EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,775OtherCostOrOtherBasisAmt
Depreciation$9,044DepreciationAmt
Book Value$3,731BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,731TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME SECURITIES$4,318,665F
EQUITY SECURITIES$2,030,632F
REAL ESTATE$65,495F
FieldValueIRS element (for citing)
Total Book Value Securities$6,414,792TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$3,187,323TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$960,978NetUnrealizedGainsInvstAmt
Revenue Not Reported-$960,978RevenueNotReportedAmt
Revenue Subtotal$4,148,301RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,148,301TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,188,298TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,188,298ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,188,298TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION INTENDS TO USE THEIR ENDOWMENT FUNDS TO SUPPORT PROGRAMS TO IMPROVE THE ADMINISTRATION OF JUSTICE OR TO DELIVER LEGAL SERVICES IN CIVIL MATTERS TO LOW INCOME INDIVIDUALS.
FORM 990, LINE ITHE FOUNDATION HAS A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT THE ORGANIZATION QUALIFIES FOR TREATMENT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, THE FOUNDATION HAS NOT PROVIDED FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (64 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
COMMUNITY LEGAL AID INC
042446242501(C)(3)$261,690$0FMVN/AVARIOUS
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
043330208501(C)(3)$174,500$0FMVN/AVARIOUS
GREATER BOSTON LEGAL SERVICES
042103907501(C)(3)$170,000$0FMVN/AVARIOUS
FLASCHNER JUDICIAL INSTITUTE
042636739501(C)(3)$155,000$0FMVN/AEDUCATION PROGRAM FOR JUDGES
NORTHEAST LEGAL AID
237381007501(C)(3)$126,900$0FMVN/AVARIOUS
DE NOVO CENTER FOR JUSTICE AND HEALING
042470335501(C)(3)$111,000$0FMVN/AVARIOUS
CATHOLIC SOCIAL SERVICES OF FALL RIVER
042106394501(C)(3)$110,000$0FMVN/AIMMIGRATION LAW PROGRAM
POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT
223003501501(C)(3)$100,000$0FMVN/AVARIOUS
METROWEST LEGAL SERVICES
043177488501(C)(3)$97,000$0FMVN/AVARIOUS
PRISONERS' LEGAL SERVICES
042523362501(C)(3)$72,500$0FMVN/AVARIOUS
ASCENTRIA COMMUNITY SERVICES INC
043566243501(C)(3)$65,396$0FMVN/AIMMIGRATION LEGAL ASSISTANCE PROGRAM (ILAP)
CHILDREN'S LAW CENTER OF MASSACHUSETTS INC
042622153501(C)(3)$65,000$0FMVN/ACHILD & ADOLESCENT LEGAL SERVICES PROGRAM
HAMPDEN COUNTY BAR ASSOCIATION
510139332501(C)(6)$60,000$0FMVN/ACHILDREN'S LAW PROJECT
MASSACHUSETTS LAW REFORM INSTITUTE
046004303501(C)(3)$58,000$0FMVN/AVARIOUS
ESSEX COUNTY BAR ASSOCIATION
042636299501(C)(6)$50,500$0FMVN/AVARIOUS
CASA PROJECT INC
042711865501(C)(3)$50,000$0FMVN/ACHILD COURT ADVOCACY PROGRAM
VETERANS LEGAL SERVICES
043212264501(C)(3)$45,354$0FMVN/AVETERANS LEGAL SERVICES CLINICS
CASA MYRNA VAZQUEZ INC
042625710501(C)(3)$45,000$0FMVN/ALEGAL ADVOCACY PROGRAM
FRANKLIN COUNTY BAR ASSOCIATION ADVOCATES INC
042691327501(C)(3)$44,500$0FMVN/AFRANKLIN COUNTY BAR ADVOCATES FOR JUSTICE
MASSACHUSETTS ADVOCATES FOR CHILDREN
042488456501(C)(3)$40,000$0FMVN/ACHILDREN'S LAW SUPPORT AND EDUCATION JUSTICE PROJECT
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
042859886501(C)(3)$36,000$0FMVN/AHOUSING SERVICES & MEDIATION PROGRAM
RIAN IMMIGRANT CENTER
043063382501(C)(3)$35,000$0FMVN/AIMMIGRATION LEGAL SERVICES
THIRD SECTOR NEW ENGLAND
042261109501(C)(3)$30,500$0FMVN/ACLUBHOUSE FAMILY LEGAL SUPPORT PROJECT
HEALTH LAW ADVOCATES INC
043298116501(C)(3)$30,000$0FMVN/AVARIOUS
THE WOMEN'S CENTER
042557022501(C)(3)$30,000$0FMVN/ALEGAL ADVOCACY PROGRAM
DOVE INC
042667808501(C)(3)$25,000$0FMVN/ALEGAL ADVOCACY PROGRAM
HOUSING FAMILIES INC
042925846501(C)(3)$25,000$0FMVN/APRO BONO LEGAL SERVICES PROGRAM
YWCA OF CENTRAL MA
042105873501(C)(3)$25,000$0FMVN/ACOURT ADVOCACY PROGRAM
BERKSHIRE IMMIGRANT CENTER
862361326501(C)(3)$22,500$0FMVN/ABERKSHIRE IMMIGRANT CENTER LEGAL SERVICES
FINEX HOUSE INC
222479325501(C)(3)$20,000$0FMVN/ALEGAL ADVOCACY PROGRAM
JUSTICE AT WORK
274670409501(C)(3)$20,000$0FMVN/ASMALL CLAIMS WAGE THEFT PROJECT
SAFE PASSAGE
042690131501(C)(3)$20,000$0FMVN/ALEGAL ADVICE AND REFERRAL PANEL
BARNSTABLE COUNTY BAR ASSOCIATION
042653880501(C)(6)$19,920$0FMVN/AVARIOUS
JEANNE GEIGER CRISIS CENTER
222474823501(C)(3)$19,900$0FMVN/ADOMESTIC VIOLENCE FAMILY LAW PROJECT
DISMAS HOUSE OF CENTRAL MASSACHUSETTS
542075825501(C)(3)$18,500$0FMVN/ABAR NONE PROGRAM
LAWYERS CLEARINGHOUSE
043501039501(C)(3)$17,500$0FMVN/AVARIOUS
COMMUNITY DISPUTE SETTLEMENT CENTER
043030799501(C)(3)$17,340$0FMVN/ADIVORCE/ FAMILY/ JUVENILE DISTRICT COURT MEDIATION
CAPE MEDIATION
043071311501(C)(3)$16,500$0FMVN/ACAPE COD COURT MEDIATION & CONCILIATION PROGRAM
CENTER FOR NEW AMERICANS
043224215501(C)(3)$16,500$0FMVN/ACITIZENSHIP & IMMIGRATION PROGRAM
WE CAN
311777179501(C)(3)$16,500$0FMVN/ALEGAL ASSISTANCE PROGRAM
COLLABORATIVE RESOLUTIONS GROUP
843280623501(C)(3)$15,000$0FMVN/AFAMILY MEDIATION PROGRAM
HAMPSHIRE COUNTY BAR ASSOCIATION
223131516501(C)(6)$15,000$0FMVN/AVARIOUS
JRI HEALTH LAW INSTITUTE
042526357501(C)(3)$15,000$0FMVN/ASERVING THE UNDERSERVED CLOSER TO HOME
PINE STREET INN
042516093501(C)(3)$15,000$0FMVN/AHOMELESS COURT PROGRAM
WOMEN'S BAR FOUNDATION OF MA INC
043228055501(C)(3)$15,000$0FMVN/AFAMILY LAW PROJECT FOR DOMESTIC ABUSE SURVIVORS
YOUTH ADVOCACY FOUNDATION
043583353501(C)(3)$13,500$0FMVN/AEDLAW PROJECT
METROWEST MEDIATION SERVICES INC
042710084501(C)(3)$12,500$0FMVN/ACOURT MEDIATION SERVICES PROGRAM
MIDDLESEX COUNTY BAR ASSOCIATION
042556236501(C)(6)$12,000$0FMVN/APRO BONO CONCILIATION PROGRAM
PILGRIM ADVOCATES INC
042794733501(C)(3)$12,000$0FMVN/ALAWYER OF THE DAY
BOSTON CASA INC
043110775501(C)(3)$10,000$0FMVN/ACOURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN AND YOUTH
BRISTOL COUNTY BAR ASSOCIATION
042944253501(C)(6)$10,000$0FMVN/APRO BONO CONCILIATION PROJECT
KIND INC
262763038501(C)(3)$10,000$0FMVN/ALEGAL REPRESENTATION FOR UNACCOMPANIED IMMIGRANT CHILDREN WITH COMPLEX LEGAL CASES
LAWYERS FOR CIVIL RIGHTS
043490614501(C)(3)$10,000$0FMVN/AMEDICAL LEGAL PARTNERSHIP
MABEL CENTER FOR IMMIGRANT JUSTICE
851703023501(C)(3)$10,000$0FMVN/ALEGAL REPRESENTATION FOR ASYLUM-SEEKING FAMILIES
MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY (MIRA) COALITION
223115048501(C)(3)$10,000$0FMVN/A40 HOUR IMMIGRATION LAW TRAINING PROGRAM
MEDIATION WORKS INC
043250315501(C)(3)$10,000$0FMVN/AMWI EVICTION MEDIATION PROGRAM
PENSION ACTION CENTER
043167352501(C)(3)$10,000$0FMVN/ABRIEF COUNSEL AND FULL DIRECT REPRESENTATION TO ELDERS SEEKING TO RECOVER RIGHTFUL PENSION BENEFITS.
SAHELI INC
030547972501(C)(3)$10,000$0FMVN/ASAHELI LEGAL ADVOCACY PROGRAM
QUABBIN MEDIATION
043429086501(C)(3)$7,500$0FMVN/ACENTRAL MA COURT MEDIATION PROJECT
THE SECOND STEP
222868513501(C)(3)$7,500$0FMVN/APROVIDES HIGH-QUALITY, TRAUMA-INFORMED, FREE LEGAL SERVICES TO SURVIVORS OF DOMESTIC VIOLENCE.
NORTH SHORE COMMUNITY MEDIATION INC
223293939501(C)(3)$5,500$0FMVN/ACOURT AND COMMUNITY MEDIATION PROGRAM
VICTIM RIGHTS LAW CENTER
020588944501(C)(3)$5,500$0FMVN/ADEVELOP A TRAINING CURRICULUM FOR PRO BONO ATTORNEYS FOCUSED ON REPRESENTING SEXUAL ASSAULT SURVIVORS.
GREATER LAWRENCE COMMUNITY ACTION COUNCIL
042397449501(C)(3)$5,000$0FMVN/AIMMIGRATION LEGAL SERVICES PROGRAM
PLYMOUTH COUNTY BAR ASSOCIATION
043110006501(C)(6)$5,000$0FMVN/APLYMOUTH COUNTY PROBATE & FAMILY CONCILIATION PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org57Total501c3OrgCnt
Total Other Org64TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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)
PersonSUSANNAH THOMASPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$128,478CompensationBasedOnRltdOrgsAmt
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$5,014DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$25,973NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$159,465TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7AFELLOWS ALL HAVE A RIGHT TO VOTE ON ANY GOVERNANCE MATTERS PUT BEFORE THEM AT OUR ANNUAL MEETING OF THE FELLOWS.
FORM 990, PART VI, SECTION A, LINE 7BNON-TRUSTEE FELLOWS VOTE ON ELECTION OF NEW OFFICERS AND TRUSTEES, AND AMENDMENTS TO THE BYLAWS OR ARTICLES OF INCORPORATION.
FORM 990, PART VI, SECTION B, LINE 11BBOARD MEMBERS LOOK OVER AND EXAMINE THE FORM 990 FOR ACCURACY. UPON PASSING THEIR INSPECTION THE FORM IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CIF THERE IS A CONFLICT OF INTEREST, THE TRUSTEE OR FELLOW, SHALL NOT REVIEW THAT PROSPECTIVE ITEM AND SHALL ABSTAIN FROM VOTING. ABSTENTION FROM VOTING SHALL BE RECORDED IN THE MINUTES OF THE MEETING. IN SPECIAL CIRCUMSTANCES, WITH A VOTE OF THE MAJORITY OF THE DISINTERESTED TRUSTEES, THE BOARD MAY VOTE TO SUSPEND THE CONFLICT POLICY AND THEN ALLOW ALL MEMBERS TO VOTE. THIS SPECIAL VOTE WILL ALSO BE ENTERED INTO THE MINUTES OF THE MEETING. ALL TRUSTEES AND FELLOWS SHALL PROVIDE AN ANNUAL WRITTEN SUMMARY OF ALL BUSINESS INVOLVEMENT WITH THE FOUNDATION. THE CONFLICT OF INTEREST POLICY SHALL BE SUSPENDED CONCERNING ANY VOTE AND/OR ACTION BETWEEN THE FOUNDATION AND THE MASSACHUSETTS BAR ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION REVIEW FOR THE EXECUTIVE DIRECTOR INCLUDES THE FOLLOWING: REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE. NO MEMBERS OF THE BOARD HAVE A CONFLICT OF INTEREST WITH THE EXECUTIVE DIRECTOR. DOCUMENTATION OF THE DECISION MAKING PROCESS IS MAINTAINED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE USE OF ITS WEB SITE AND THE PUBLISHING OF PRINTED REPORTS.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS AN AUDIT COMITTEE WHOSE PURPOSE IS THE OVERSIGHT AND REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM 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 StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MASSACHUSETTS BAR ASSOCIATION
20 WEST STREETBOSTONMA02111041589785PROMOTE THE LAW TO BOTH THE PUBLIC AND LEGAL PROFESSION.MA501(C)(6)N/A0
MASSACHUSETTS BAR INSTITUTE
20 WEST STREETBOSTONMA02111043293798DEVELOP AND DELIVER EDUCATIONAL PROGRAMS; PUBLISH SCHOLARLY PUBLICATIONSMA501(C)(3)Yes (1)LINE 9MASSACHUSETTS BAR ASSOCIATION

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MBA INSURANCE AGENCY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
EIN043372475EIN
Primary ActivitiesINSURANCE BROKERPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS BAR ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
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 OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS BAR ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$312,226InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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