2021-11-12T10:08:54-06:00 2020-12-31 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2020-01-01 046130261 MASSACHUSETTS BAR FOUNDATION INC MASS 6173380500 20 WEST STREET BOSTON MA 021111204 RICHARD J GRAHN ESQ PRESIDENT 6173380500 2021-11-12 1 RICHARD GRAHN ESQ 999009999 DAVID A DIIULIS P01324966 6174711120 2021-11-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD J GRAHN ESQ 20 WEST STREET BOSTON MA 021111204 9446284 0 X WWW.MASSBARFOUNDATION.ORG X 1964 MA THE 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. 23 23 2 100 0 0 3659648 3399211 0 0 64415 108621 0 0 3724063 3507832 2529017 2607806 0 0 179685 240741 0 0 0 101771 89412 2810473 2937959 913590 569873 7978288 8973230 1309754 1353243 6668534 7619987 X THE 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. 0 0 2568306 2568306 IOLTA GRANTS 24000 24000 FELLOWS GRANTS 6000 6000 EDWARD F. HENNESSEY GRANTS 9500 9500 SMITH FUND GRANTS ($6,000) AND MLGBA GRAY SCHOLARSHIP ($3,500) 9500 9500 2607806 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X SUSANNAH THOMAS 6173380500 20 WEST STREET BOSTON MA 021111218 HARVEY WEINER ESQ TRUSTEE 1.00 X 0 0 0 RICHARD J GRAHN ESQ PRESIDENT 1.00 X X 0 0 0 ANGELA MCCONNEY SCHEEPERS ESQ VICE PRESIDENT 1.00 X X 0 0 0 DAVID C HENDERSON ESQ TREASURER 1.00 X X 0 0 0 COREY M CARVALHO ESQ TRUSTEE 1.00 X 0 0 0 ROBERT J AMBROGI ESQ TRUSTEE 1.00 X 0 0 0 VALERIE C CALDWELL ESQ TRUSTEE 1.00 X 0 0 0 HON SCOTT D PETERSON TRUSTEE 1.00 X 0 0 0 HON MEGAN H CHRISTOPHER TRUSTEE 1.00 X 0 0 0 KIMBERLY E WINTER ESQ TRUSTEE 1.00 X 0 0 0 EDWARD F DOMBROSKI JR ESQ TRUSTEE 1.00 X 0 0 0 G PERRY WU ESQ SECRETARY 1.00 X X 0 0 0 HON ROBERT G FIELDS TRUSTEE 1.00 X 0 0 0 MARGUERITE T GRANT ESQ TRUSTEE 1.00 X 0 0 0 MAGARET J HURLEY ESQ TRUSTEE 1.00 X 0 0 0 HON MAYNARD M KIRPALANI TRUSTEE 1.00 X 0 0 0 MELISSA LANGA ESQ TRUSTEE 1.00 X 0 0 0 DENNIS M LINDGREN ESQ TRUSTEE 1.00 X 0 0 0 JOHN T LYNCH ESQ TRUSTEE 1.00 X 0 0 0 JAMES F MARTIN ESQ TRUSTEE 1.00 X 0 0 0 IRIS TAYMORE SCHNITZER ESQ TRUSTEE 1.00 X 0 0 0 FRANK J CIANO ESQ TRUSTEE 1.00 X 0 0 0 CHRISTOPHER P SULLIVAN ESQ TRUSTEE 1.00 X 0 0 0 SUSANNAH THOMAS EXECUTIVE DIRECTOR 40.00 X 120328 0 22626 120328 0 22626 1 0 0 0 0 180195 2943352 275664 3399211 68491 68491 5978582 5938452 40130 40130 40130 3507832 0 0 108621 2607806 2607806 142954 142954 70541 70541 12812 12812 14434 14434 12000 12000 70615 70615 743 743 991 991 271 271 3348 3348 RECOGNITION & AWARD EXP 1444 1444 2937959 2607806 330153 0 366460 621105 219011 1198238 37770 9662 19382 18976 677 406 7337248 7126037 17122 17782 7978288 8973230 37689 59466 1272065 1293777 1309754 1353243 X 2508614 2865358 4159920 4754629 6668534 7619987 7978288 8973230 569873 381580 0 X X 0 1 X 1 0 X 3645890 3053595 2581795 3659651 3399211 16340142 21861 26031 32034 25718 22995 128639 3667751 3079626 2613829 3685369 3422206 16468781 10350 13850 14100 17650 16655 72605 0 10350 13850 14100 17650 16655 72605 16396176 57688 46237 53968 63666 68491 290050 57688 46237 53968 63666 68491 290050 3725439 3125863 2667797 3749035 3490697 16758831 0.97840 0.97670 0.01730 0.01870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4159920 3218847 173195 2797333 4754629 3202748 3513082 168236 2724146 4159920 3257769 2454477 -1664 2502064 3202748 2839318 2931398 39125 2552072 3257769 2471041 3523265 29364 3184352 2839318 1.00000 0 0 19382 18976 406 406 FIXED INCOME SECURITIES 4874480 F EQUITY SECURITIES 2199998 F REAL ESTATE 51559 F 7126037 3912407 381580 22995 404575 3507832 0 3507832 2960954 22995 22995 2937959 0 2937959 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 I THE 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. 1 COMMUNITY LEGAL AID INC 042446242 501(C)(3) 245642 FMV N/A VARIOUS BOSTON CASAINC 043110775 501(C)(3) 12500 FMV N/A CASA FOR CHILDREN AND YOUTH HEALTH LAW ADVOCATES INC 043298116 501(C)(3) 15000 FMV N/A IMMIGRANT HEALTH ACCESS INITIATIVE KIND INC 262763038 501(C)(3) 12000 FMV N/A HIGH NEEDS UNACCOMPAINED CHILDREN'S REPRESENTATION PROJECT MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALITION 223115048 501(C)(3) 35000 FMV N/A VARIOUS PROJECTS SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501(C)(3) 154500 FMV N/A EDUCATION ADVOCACY PROJECT ASCENTRIA COMMUNITY SERVICES INC 043566243 501(C)(3) 50000 FMV N/A IMMIGRATION LEGAL ASSISTANCE PROGRAM BARNSTABLE COUNTY BAR ASSOCIATION 042653880 501(C)(6) 12000 FMV N/A LAWYER OF THE DAY PROGRAM BARNSTABLE COUNTY BAR ASSOCIATION 042653880 501(C)(6) 7600 FMV N/A PRO BONO CONCILIATION PROGRAM BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY 042859886 501(C)(3) 36000 FMV N/A HOUSING SERVICES & MEDIATION PROGRAM BRISTOL COUNTY BAR ASSOCIATION 042944253 501(C)(6) 10000 FMV N/A PRO BONO CONCILIATION PROJECT CAPE COD DISPUTE RESOLUTION CENTER INC 043071311 501(C)(3) 15000 FMV N/A CAPE COD COURT MEDIATION & CONCILIATION PROGRAM CASA MYRNA VAZQUEZ INC 042625710 501(C)(3) 50000 FMV N/A LEGAL ADVOCACY PROGRAM CASA PROJECT INC 042711865 501(C)(3) 50000 FMV N/A CHILD COURT ADVOCACY PROGRAM CATHOLIC SOCIAL SERVICES OF FALL RIVER INC 042106394 501(C)(3) 110000 FMV N/A IMMIGRATION LAW PROGRAM CENTER FOR NEW AMERICANS 043224215 501(C)(3) 16500 FMV N/A CITIZENSHIP & IMMIGRATION LEGAL SERVICES PROGRAM CHILDREN'S LAW CENTER OF MASSACHUSETTS INC 042622153 501(C)(3) 65000 FMV N/A CHILD & ADOLESCENT LEGAL SERVICES PROGRAM COLLABORATIVE RESOLUTIONS GROUP 843280623 501(C)(3) 17642 FMV N/A FAMILY MEDIATION PROGRAM COMMUNITY DISPUTE SETTLEMENT CENTER 043030799 501(C)(3) 16000 FMV N/A DIVORCE/PATERNITY & DISTRICT COURT MEDIATION DE NOVO 042470335 501(C)(3) 98000 FMV N/A VARIOUS PROJECTS DISMAS HOUSE OF CENTRAL MASSACHUSETTS 542075825 501(C)(3) 18500 FMV N/A BAR NONE PROGRAM DOVE INC 042667808 501(C)(3) 25000 FMV N/A LEGAL ADVOCACY PROJECT ESSEX COUNTY BAR ASSOCIATION 042636299 501(C)(6) 50500 FMV N/A MULTI-COURT PRO BONO CONCILIATION PROGRAM FINEX HOUSE INC 222479325 501(C)(3) 16000 FMV N/A LEGAL ADVOCACY PROGRAM FLASCHNER JUDICIAL INSTITUTE 042636739 501(C)(3) 165000 FMV N/A EDUCATION PROGRAMS FOR JUDGES FRANKLIN COUNTY BAR ADVOCATES INC 042691327 501(C)(3) 50000 FMV N/A FRANKLIN COUNTY BAR ADVOCATES FOR JUSTICE PROGRAM GREATER BOSTON LEGAL SERVICES 042103907 501(C)(3) 197500 FMV N/A VARIOUS GRANTS REFUGEES AND IMMIGRANTS PROTECTION PROJECT LAWYERS FOR CIVIL RIGHTS BOSTON 043490614 501(C)(3) 10000 FMV N/A MEDICAL- LEGAL PARTNERSHIP HAMPDEN COUNTY BAR ASSOCIATION 510139332 501(C)(6) 65000 FMV N/A CHILDREN'S LAW PROJECT HAMPSHIRE COUNTY BAR ASSOCIATION 223131516 501(C)(6) 15000 FMV N/A DOMESTIC RELATIONS FOR CHILDREN PROGRAM HOUSING FAMILIES INC 042925846 501(C)(3) 30000 FMV N/A PRO BONO LEGAL SERVICES PROGRAM INDEPENDENCE HOUSE 042716665 501(C)(3) 5072 FMV N/A LEGAL ASSISTNACE FO SDV SURVIOVORS JEANNE GEIGER CRISIS CENTER 222474823 501(C)(3) 21832 FMV N/A DOMESTIC VIOLENCE FAMILY LAW PROGRAM JRI HEALTH LAW INSTITUTE 042526357 501(C)(3) 15000 FMV N/A SERVING THE UNDERSERVED CLOSER TO HOME PROJECT JUSTICE AT WORK 274670409 501(C)(3) 19056 FMV N/A SMALL CLAIMS "WAGE THEFT" PROJECT LAWYERS CLEARINGHOUSE 043501039 501(C)(3) 20000 FMV N/A VARIOUS MASSACHUSETTS ADVOCATES FOR CHILDREN 042488456 501(C)(3) 40000 FMV N/A CHILDREN'S LAW SUPPORT AND EDUCATION JUSTICE PROJECT MASSACHUSETTS LAW REFORM INSTITUTE 046004303 501(C)(3) 55000 FMV N/A VARIOUS PROGRAMS MEDIATION WORKS INC 043250315 501(C)(3) 10000 FMV N/A MWI EVICTION MEDIATION PROGRAM METROWEST LEGAL SERVICES 043177488 501(C)(3) 107410 FMV N/A VARIOUS PROGRAMS RIAN 043063382 501(C)(3) 26000 FMV N/A IMMMIGRATION LEGAL SERVICES METROWEST MEDIATION SERVICES INC 043177488 501(C)(3) 12500 FMV N/A COURT MEDIATION SERVICES PROGRAM MIDDLESEX COUNTY BAR ASSOCIATION 222005076 501(C)(6) 12000 FMV N/A PRO BONO CONCILIATION PROGRAM NORTH SHORE COMMUNITY MEDIATION INC 042385280 501(C)(3) 6000 FMV N/A COURT AND COMMUNITY MEDIATION PROGRAM NORTHEAST LEGAL AID 237381007 501(C)(3) 132000 FMV N/A VARIOUS PILGRIM ADVOCATES INC 042794733 501(C)(3) 12000 FMV N/A LAWYER OF THE DAY PROGRAM PINE STREET INN 042516093 501(C)(3) 15000 FMV N/A HOMELESS COURT PROGRAM PLYMOUTH COUNTY BAR ASSOCIATION 043110006 501(C)(6) 5000 FMV N/A PLYMOUTH COUNTY PROBATE & FAMILY COURT CONCILIATION PROGRAM POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT 223003501 501(C)(3) 120000 FMV N/A VARIOUS PRISONER'S LEGAL SERVICES 042523362 501(C)(3) 80000 FMV N/A VARIOUS QUABBIN MEDIATION 043429086 501(C)(3) 10000 FMV N/A MEDIATION IN RURAL COURTS IN CENTRAL MA SAFE PASSAGE 010532835 501(C)(3) 22000 FMV N/A LEGAL ADVICE AND REFERRAL PANEL THE WOMEN'S CENTER 042557022 501(C)(3) 30000 FMV N/A LEGAL ADVOCACY PROGRAM THIRD SECTOR NEW ENGLAND 042261109 501(C)(3) 30500 FNM N/A CLUBHOUSE FAMMILY LEGAL SUPPORT PROJECT VETERANS LEGAL SERVICES INC 043212264 501(C)(3) 35000 FMV N/A VETERANS LEGAL SERVICES CLINICS WE CAN 311777179 501(C)(3) 16800 FMV N/A LEGAL ASSISTANCE PROGRAM WOMEN'S BAR FOUNDATION OF MA INC 043228055 501(C)(3) 10000 FMV N/A FAMILY LAW PROJECT FOR ABUSE SURVIVORS YOUTH ADVOCACY FOUNDATION 043583353 501(C)(3) 13500 FMV N/A THE EDLAW PROJECT YWCA OF CENTRAL MASSACHUSETTS 042105873 501(C)(3) 25000 FMV N/A COURT ADVOCACY PROGRAM - GR. WORCESTER AND NORTH CENTRAL MASS. SAHELIINC 030547972 501(C)(3) 10000 FMV N/A DOMESTIC VIOLENCE EDUCATION AND LEGAL AWARENESS OUTREACH PROGRAM 52 60 FORM 990, PART VI, SECTION B, LINE 11B BOARD 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 12C IF 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 15A COMPENSATION 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 19 THE 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 2C THE 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. MASSACHUSETTS BAR ASSOCIATION 20 WEST STREET BOSTON MA 02111 041589785 PROMOTE THE LAW TO BOTH THE PUBLIC AND LEGAL PROFESSION. MA 501(C)(6) N/A 0 MASSACHUSETTS BAR INSTITUTE 20 WEST STREET BOSTON MA 02111 043293798 DEVELOP AND DELIVER EDUCATIONAL PROGRAMS; PUBLISH SCHOLARLY PUBLICATIONS MA 501(C)(3) LINE 9 MASSACHUSETTS BAR ASSOCIATION 1 MBA INSURANCE AGENCY INC 20 WEST STREET BOSTON MA 02111 043372475 INSURANCE BROKER MA MASSACHUSETTS BAR ASSOCIATION C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 MASSACHUSETTS BAR ASSOCIATION P 292737 FMV