MASSACHUSETTS BAR FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MASSACHUSETTS BAR FOUNDATION INC (EIN 04-6130261)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-24
IRS object ID
202201759349300815
Schema version
2021v4.2
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)
Return2022-06-24T10:03:26-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043000523PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR & DREW 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 Begin2021-01-01TaxPeriodBeginDt

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)
PersonRICHARD J GRAHN ESQPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6173380500PhoneNum
Signature2022-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastGRAHN ESQPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID A DIIULISPreparerPersonNm
PTINP01324966PTIN
Phone6174711120PhoneNum
Preparation2022-06-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD J GRAHN ESQPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021111204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,974,878GrossReceiptsAmt
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 Volunteers98TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,399,211PYContributionsGrantsAmt
CY Contributions Grants$2,614,627CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$108,621PYInvestmentIncomeAmt
CY Investment Income$142,975CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,507,832PYTotalRevenueAmt
CY Total Revenue$2,757,602CYTotalRevenueAmt
PY Grants And Similar Paid$2,607,806PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,777,589CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$240,741PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$250,683CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$89,412PYOtherExpensesAmt
CY Other Expenses$105,086CYOtherExpensesAmt
PY Total Expenses$2,937,959PYTotalExpensesAmt
CY Total Expenses$3,133,358CYTotalExpensesAmt
PY Revenues Less Expenses$569,873PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$375,756CYRevenuesLessExpensesAmt
Total Assets BOY$8,973,230TotalAssetsBOYAmt
Total Assets EOY$9,097,604TotalAssetsEOYAmt
Total Liabilities BOY$1,353,243TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,364,699TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,619,987NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,732,905NetAssetsOrFundBalancesEOYAmt
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$2,601,184ExpenseAmt
Grant$2,601,184GrantAmt
DescIOLTA GRANTSDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$83,550ExpenseAmt
Grant$83,550GrantAmt
DescFELLOWS GRANTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$55,000ExpenseAmt
Grant$55,000GrantAmt
DescGANTS FUND GRANTSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$37,855ExpenseAmt
Grant$37,855GrantAmt
DescSMITH FUND GRANTS ($6,000), MLGBA GRAY SCHOLARSHIP ($4,000), CIVIL JUSTICE GRANTS ($15,000), EDWARD F. HENNESSEY GRANTS ($6,000), AND WORCESTER GRANTS ($6,855).Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$37,855TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$37,855TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$2,777,589TotalProgramServiceExpensesAmt
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 Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ANGELA MCCONNEY SCHEEPERS ESQ
VICE 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
ROBERT J AMBROGI 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
TRUSTEE1.00Yes (X)$0$0$0
G PERRY WU ESQ
TREASURER1.00Yes (X)Yes (X)$0$0$0
HON ROBERT G FIELDS
TRUSTEE1.00Yes (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
MELISSA LANGA ESQ
SECRETARY1.00Yes (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
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$122,363$29,152
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$122,363TotReportableCompRltdOrgAmt
Total Other Compensation$29,152TotalOtherCompensationAmt
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$130,841MembershipDuesAmt
Government Grants$2,250,643GovernmentGrantsAmt
All Other Contributions$233,143AllOtherContributionsAmt
Total Contributions$2,614,627TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,166TotalRevenueColumnAmt
Exclusion$78,166ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,282,085SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,217,276SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$64,809SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,809TotalRevenueColumnAmt
Exclusion$64,809ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,757,602TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$142,975ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,777,589TotalAmt
Program Services$2,777,589ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$151,515TotalAmt
Management And General$151,515ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$68,893TotalAmt
Management And General$68,893ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,394TotalAmt
Management And General$14,394ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,881TotalAmt
Management And General$15,881ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$26,636TotalAmt
Management And General$26,636ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$67,560TotalAmt
Management And General$67,560ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$203TotalAmt
Management And General$203ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,005TotalAmt
Management And General$3,005ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$362TotalAmt
Management And General$362ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,464TotalAmt
Management And General$4,464ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescRECOGNITION & AWARD EXPDesc
Total$2,856TotalAmt
Management And General$2,856ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,133,358TotalAmt
Program Services$2,777,589ProgramServicesAmt
Management And General$355,769ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$621,105BOYAmt
EOY$303,708EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,198,238BOYAmt
EOY$1,186,564EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,662BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$71EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$13,917EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,684LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,544LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$406BOYAmt
EOY$4,140EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,126,037BOYAmt
EOY$7,571,184EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,782BOYAmt
EOY$18,020EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,973,230BOYAmt
EOY$9,097,604EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$59,466BOYAmt
EOY$58,308EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,293,777BOYAmt
EOY$1,306,391EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,353,243BOYAmt
EOY$1,364,699EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,865,358BOYAmt
EOY$3,279,246EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,754,629BOYAmt
EOY$4,453,659EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,619,987BOYAmt
EOY$7,732,905EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,973,230BOYAmt
EOY$9,097,604EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$375,756ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$488,674NetUnrlzdGainsLossesInvstAmt
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$3,053,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,581,795CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,659,651CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,399,211CurrentTaxYearMinus1YearAmt
Current Tax Year$2,614,627CurrentTaxYearAmt
Total$15,308,879TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,031CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,034CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,718CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,995CurrentTaxYearMinus1YearAmt
Current Tax Year$18,448CurrentTaxYearAmt
Total$125,226TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,079,626CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,613,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,685,369CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,422,206CurrentTaxYearMinus1YearAmt
Current Tax Year$2,633,075CurrentTaxYearAmt
Total$15,434,105TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,655CurrentTaxYearMinus1YearAmt
Current Tax Year$14,050CurrentTaxYearAmt
Total$76,305TotalAmt

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$13,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,650CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,655CurrentTaxYearMinus1YearAmt
Current Tax Year$14,050CurrentTaxYearAmt
Total$76,305TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,357,800PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,968CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,491CurrentTaxYearMinus1YearAmt
Current Tax Year$78,166CurrentTaxYearAmt
Total$310,528TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$46,237CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,968CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,666CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,491CurrentTaxYearMinus1YearAmt
Current Tax Year$78,166CurrentTaxYearAmt
Total$310,528TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,125,863CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,667,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,749,035CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,490,697CurrentTaxYearMinus1YearAmt
Current Tax Year$2,711,241CurrentTaxYearAmt
Total$15,744,633TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97540PublicSupportCY509Pct
Public Support PY5090.97840PublicSupportPY509Pct
Investment Income CY0.01970InvestmentIncomeCYPct
Investment Income PY0.01730InvestmentIncomePYPct
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$4,754,629BeginningYearBalanceAmt
Contributions$2,483,773ContributionsAmt
Investment Earnings Or Losses$77,727InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,862,470GrantsOrScholarshipsAmt
End Year Balance$4,453,659EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,839,318BeginningYearBalanceAmt
Contributions$2,931,398ContributionsAmt
Investment Earnings Or Losses$39,125InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,552,072GrantsOrScholarshipsAmt
End Year Balance$3,257,769EndYearBalanceAmt
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$12,684OtherCostOrOtherBasisAmt
Depreciation$8,544DepreciationAmt
Book Value$4,140BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,140TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME SECURITIES$4,695,326F
EQUITY SECURITIES$2,774,963F
REAL ESTATE$100,895F
FieldValueIRS element (for citing)
Total Book Value Securities$7,571,184TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$3,264,724TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$488,674NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$18,448DonatedServicesAndUseFcltsAmt
Revenue Not Reported$507,122RevenueNotReportedAmt
Revenue Subtotal$2,757,602RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,757,602TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,151,806TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$18,448DonatedServicesUseFcltsAmt
Expenses Not Reported$18,448ExpensesNotReportedAmt
Expenses Subtotal$3,133,358ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,133,358TotalExpensesPerForm990Amt

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 (58 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ASCENTRIA COMMUNITY SERVICES INC
043566243501(C)(3)$60,000$0FMVN/AIMMIGRATION LEGAL ASSISTANCE PROGRAM (ILAP)
BARNSTABLE COUNTY BAR ASSOCIATION
042653880501(C)(6)$19,920$0FMVN/AVARIOUS
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
042859886501(C)(3)$36,000$0FMVN/AHOUSING SERVICES & MEDIATION PROGRAM
BERKSHIRE IMMIGRANT CENTER
862361326501(C)(3)$22,500$0FMVN/ABERKSHIRE IMMIGRANT CENTER LEGAL SERVICES
BRISTOL COUNTY BAR ASSOCIATION
042944253501(C)(6)$10,000$0FMVN/APRO BONO CONCILIATION PROJECT
CAPE MEDIATION
043071311501(C)(3)$15,000$0FMVN/ACAPE COD COURT MEDIATION & CONCILIATION PROGRAM
CASA MYRNA VAZQUEZ INC
042625710501(C)(3)$50,000$0FMVN/ALEGAL ADVOCACY PROGRAM
CASA PROJECT INC
042711865501(C)(3)$50,000$0FMVN/ACHILD COURT ADVOCACY PROGRAM
CATHOLIC SOCIAL SERVICES OF FALL RIVER
042106394501(C)(3)$110,000$0FMVN/AIMMIGRATION LAW PROGRAM
CENTER FOR NEW AMERICANS
043224215501(C)(3)$16,500$0FMVN/ACITIZENSHIP & IMMIGRATION PROGRAM
CHILDREN'S LAW CENTER OF MASSACHUSETTS INC
042622153501(C)(3)$65,000$0FMVN/ACHILD & ADOLESCENT LEGAL SERVICES PROGRAM
COLLABORATIVE RESOLUTIONS GROUP
843280623501(C)(3)$15,000$0FMVN/AFAMILY MEDIATION PROGRAM
COMMUNITY DISPUTE SETTLEMENT CENTER
043030799501(C)(3)$17,340$0FMVN/ADIVORCE/ FAMILY/ JUVENILE DISTRICT COURT MEDIATION
COMMUNITY LEGAL AID INC
042446242501(C)(3)$261,690$0FMVN/AVARIOUS
DE NOVO
042470335501(C)(3)$111,000$0FMVN/AVARIOUS
DISMAS HOUSE OF CENTRAL MASSACHUSETTS
542075825501(C)(3)$18,500$0FMVN/ABAR NONE PROGRAM
DOVE INC
042667808501(C)(3)$25,000$0FMVN/ALEGAL ADVOCACY PROGRAM
ESSEX COUNTY BAR ASSOCIATION
042636299501(C)(6)$50,500$0FMVN/AVARIOUS
FINEX HOUSE INC
222479325501(C)(3)$20,000$0FMVN/ALEGAL ADVOCACY PROGRAM
FLASCHNER JUDICIAL INSTITUTE
042636739501(C)(3)$155,000$0FMVN/AEDUCATION PROGRAM FOR JUDGES
FRANKLIN COUNTY BAR ASSOCIATION ADVOCATES INC
042691327501(C)(3)$45,000$0FMVN/AFRANKLIN COUNTY BAR ADVOCATES FOR JUSTICE
GREATER BOSTON LEGAL SERVICES
042103907501(C)(3)$177,500$0FMVN/AVARIOUS
HAMPDEN COUNTY BAR ASSOCIATION
510139332501(C)(6)$60,000$0FMVN/ACHILDREN'S LAW PROJECT
HAMPSHIRE COUNTY BAR ASSOCIATION
223131516501(C)(6)$15,000$0FMVN/AVARIOUS
HEALTH LAW ADVOCATES INC
043298116501(C)(3)$30,000$0FMVN/AVARIOUS
HOUSING FAMILIES INC
042925846501(C)(3)$30,000$0FMVN/APRO BONO LEGAL SERVICES PROGRAM
INDEPENDENCE HOUSE
042716665501(C)(3)$14,000$0FMVN/ALEGAL ASSISTANCE FOR SDV SURVIVORS
JEANNE GEIGER CRISIS CENTER
222474823501(C)(3)$21,832$0FMVN/ADOMESTIC VIOLENCE FAMILY LAW PROJECT
JRI HEALTH LAW INSTITUTE
042526357501(C)(3)$15,000$0FMVN/ASERVING THE UNDERSERVED CLOSER TO HOME
JUSTICE AT WORK
274670409501(C)(3)$20,000$0FMVN/ASMALL CLAIMS WAGE THEFT PROJECT
KIND INC
262763038501(C)(3)$10,000$0FMVN/ALEGAL REPRESENTATION FOR UNACCOMPANIED IMMIGRANT CHILDREN WITH COMPLEX LEGAL CASES
LAWYERS CLEARINGHOUSE
043501039501(C)(3)$20,000$0FMVN/AVARIOUS
LAWYERS FOR CIVIL RIGHTS
043490614501(C)(3)$10,000$0FMVN/AMEDICAL LEGAL PARTNERSHIP
MASSACHUSETTS ADVOCATES FOR CHILDREN
042488456501(C)(3)$40,000$0FMVN/ACHILDREN'S LAW SUPPORT AND EDUCATION JUSTICE PROJECT
MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY (MIRA) COALITION
223115048501(C)(3)$10,000$0FMVN/A40 HOUR IMMIGRATION LAW TRAINING PROGRAM
MASSACHUSETTS LAW REFORM INSTITUTE
046004303501(C)(3)$70,000$0FMVN/AVARIOUS
MEDIATION WORKS INC
043250315501(C)(3)$10,000$0FMVN/AMWI EVICTION MEDIATION PROGRAM
METROWEST LEGAL SERVICES
043177488501(C)(3)$97,000$0FMVN/AVARIOUS
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
NORTH SHORE COMMUNITY MEDIATION INC
223293939501(C)(3)$6,000$0FMVN/ACOURT AND COMMUNITY MEDIATION PROGRAM
NORTHEAST LEGAL AID
237381007501(C)(3)$132,000$0FMVN/AVARIOUS
PILGRIM ADVOCATES INC
042794733501(C)(3)$12,000$0FMVN/ALAWYER OF THE DAY
PINE STREET INN
042516093501(C)(3)$15,000$0FMVN/AHOMELESS COURT PROGRAM
POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJECT
223003501501(C)(3)$115,000$0FMVN/AVARIOUS
PRISONERS' LEGAL SERVICES
042523362501(C)(3)$75,000$0FMVN/AVARIOUS
QUABBIN MEDIATION
043429086501(C)(3)$7,500$0FMVN/ACENTRAL MA COURT MEDIATION PROJECT
RIAN IMMIGRANT CENTER
043063382501(C)(3)$26,000$0FMVN/AIMMIGRATION LEGAL SERVICES
SAFE PASSAGE
042690131501(C)(3)$20,000$0FMVN/ALEGAL ADVICE AND REFERRAL PANEL
SAHELI
030547972501(C)(3)$10,000$0FMVN/ASAHELI LEGAL ADVOCACY PROGRAM
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
043330208501(C)(3)$159,500$0FMVN/AVARIOUS
THE WOMEN'S CENTER
042557022501(C)(3)$30,000$0FMVN/ALEGAL ADVOCACY PROGRAM
THIRD SECTOR NEW ENGLAND
042261109501(C)(3)$30,500$0FMVN/ACLUBHOUSE FAMILY LEGAL SUPPORT PROJECT
VETERANS LEGAL SERVICES
043212264501(C)(3)$50,000$0FMVN/AVETERANS LEGAL SERVICES CLINICS
WE CAN
311777179501(C)(3)$17,000$0FMVN/ALEGAL ASSISTANCE 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
YWCA OF CENTRAL MA
042105873501(C)(3)$25,000$0FMVN/ACOURT ADVOCACY PROGRAM
FieldValueIRS element (for citing)
Total501c3 Org52Total501c3OrgCnt
Total Other Org59TotalOtherOrgCnt

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$122,363CompensationBasedOnRltdOrgsAmt
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$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$29,152NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$29,152TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$122,363TotalCompensationRltdOrgsAmt
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$306,955InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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