MONTGOMERY BAR FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MONTGOMERY BAR FOUNDATION (EIN 23-2436024)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-28
- IRS object ID
- 202213019349301656
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-28T13:56:04-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821813978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARSZ GOWIE AMON & FULTZ LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 N PROVIDENCE RD BUILDING 2 STE | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232436024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY BAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6102799660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 268 | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194040268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE S VICARIO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6102799660 | PhoneNum |
| Signature | 2022-10-28 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE S | PersonFirstNm |
| Person Last | VICARIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD S BRENNAN CPA | PreparerPersonNm |
| PTIN | P00525200 | PTIN |
| Phone | 6105651120 | PhoneNum |
| Preparation | 2022-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENISE S VICARIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W AIRY STREET | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $334,992 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONTGOMERYBARFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $54,686 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,195 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,319 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,039 | CYInvestmentIncomeAmt |
| CY Other Revenue | $24,463 | CYOtherRevenueAmt |
| PY Total Revenue | $104,005 | PYTotalRevenueAmt |
| CY Total Revenue | $160,697 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,080 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $72,715 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,281 | PYOtherExpensesAmt |
| CY Other Expenses | $14,588 | CYOtherExpensesAmt |
| PY Total Expenses | $81,361 | PYTotalExpensesAmt |
| CY Total Expenses | $87,303 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,644 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $73,394 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,390,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,535,513 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,390,425 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,535,513 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AS A PUBLIC CHARITY, MONTGOMERY BAR FOUNDATION'S MISSION IS TO IMPROVE, FACILITATE & SUPPORT JUSTICE & FAIR TREATMENT FOR ALL, & TO OFFER CONTINUING LEGAL EDUCATION TO ATTORNEY'S PRACTICING LAW WITHIN MONTGOMERY COUNTY, PENNSYLVANIA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $72,715 | ExpenseAmt |
| Grant | $72,715 | GrantAmt |
| Desc | THE BAR FOUNDATION SEEKS TO ADVANCE THIS MISSION WITH GRANTS TO ORGANIZATIONS AND PROGRAMS THAT FACILITATE ACCESS TO JUSTICE BY PROVIDING FREE LEGAL AND LAW-RELATED SERVICES TO VICTIMS OF CRIME, POVERTY, ABUSE AND DISCRIMINATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCESS TO JUSTICE; REENTRY CLINIC | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $72,715 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ORGANIZATION | PersonNm |
| Phone | 6102799660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W AIRY STREET | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT A BACINE | ||||||
| TRUSTEE & TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| C SHAWN BOEHRINGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY COWHEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH EARLY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARINIA M FEINMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARY L FLITTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA FRANTZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY J FRIEDLANDER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL P GERAGHTY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE M HARPER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICK J KURTAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM L LANDSBURG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL G MULLIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLIN J O'BOYLE | ||||||
| TRUSTEE & VP | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM PUGH | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL L RAINONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD A SIMON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE S VICARIO | ||||||
| EXECUTIVE DI | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $36,195 | AllOtherContributionsAmt |
| Total Contributions | $36,195 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,339 | TotalRevenueColumnAmt |
| Exclusion | $27,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,244 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,544 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,700 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,700 | TotalRevenueColumnAmt |
| Exclusion | $72,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,214 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,751 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,463 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,697 | TotalRevenueColumnAmt |
| Exclusion | $100,039 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,715 | TotalAmt |
| Program Services | $72,715 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Management And General | $1,250 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,859 | TotalAmt |
| Management And General | $10,859 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,706 | TotalAmt |
| Management And General | $1,706 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Total | $773 | TotalAmt |
| Management And General | $773 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,303 | TotalAmt |
| Program Services | $72,715 | ProgramServicesAmt |
| Management And General | $14,588 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,584 | BOYAmt |
| EOY | $72,322 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,935 | BOYAmt |
| EOY | $1,456,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,906 | BOYAmt |
| EOY | $6,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,425 | BOYAmt |
| EOY | $1,535,513 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,425 | BOYAmt |
| EOY | $1,535,513 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,425 | BOYAmt |
| EOY | $1,535,513 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,425 | BOYAmt |
| EOY | $1,535,513 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $73,394 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,694 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $80,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,740 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,195 | CurrentTaxYearAmt |
| Total | $344,772 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $38,214 | CurrentTaxYearAmt |
| Total | $85,440 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,409 | CurrentTaxYearAmt |
| Total | $430,212 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $430,212 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,339 | CurrentTaxYearAmt |
| Total | $184,450 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,339 | CurrentTaxYearAmt |
| Total | $184,450 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,247 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,748 | CurrentTaxYearAmt |
| Total | $614,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.69990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72520 | PublicSupportPY509Pct |
| Investment Income CY | 0.30000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.27000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $38,214 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $38,214 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,796 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $955 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $38,214 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $38,214 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,796 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $955 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,751 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $24,463 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| YOUR WAY HOME MONTGOMERY COUNTY | ||||||
| 1500 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19102 | 232169936 | $15,000 | GENERAL SUPPORT |
| MONTGOMERY CHILD ADVOCACY PROJECT | ||||||
| 409 CHERRY STREET | NORRISTOWN | PA | 19401 | 201460574 | $15,000 | GENERAL SUPPORT |
| LEGAL AID OF SOUTHEASTERN PA | ||||||
| 625 SWEDE STREET | NORRISTOWN | PA | 19401 | 231901014 | $34,215 | GENERAL SUPPORT |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | AS A PUBLIC CHARITY, MONTGOMERY BAR FOUNDATION'S MISSION IS TO IMPROVE, FACILITATE & SUPPORT JUSTICE & FAIR TREATMENT FOR ALL, & TO OFFER CONTINUING LEGAL EDUCATION TO ATTORNEY'S PRACTICING LAW WITHIN MONTGOMERY COUNTY, PENNSYLVANIA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR REVIEWS FORM 990 WITH THE TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST. |
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