ERIE COUNTY BAR FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ERIE COUNTY BAR FOUNDATION INC (EIN 16-6052602)
Tax period
2020-06-01 to 2021-05-31
Filed
2021-10-13
IRS object ID
202132869349301713
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-13T14:11:51-05:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN160765486PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1369 FRANKLIN STREETAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166052602EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET NO 600AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNE M NOBLEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7168528687PhoneNum
Signature2021-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNEPersonFirstNm
Person LastNOBLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH M HOPKINS CPAPreparerPersonNm
PTINP02010701PTIN
Phone7168563300PhoneNum
Preparation2021-10-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerANNE M NOBLEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET NO 600AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$813,000GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ERIEBAR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION ASSISTS MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$294,488PYContributionsGrantsAmt
CY Contributions Grants$280,439CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$142,350PYInvestmentIncomeAmt
CY Investment Income$110,996CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$436,838PYTotalRevenueAmt
CY Total Revenue$391,435CYTotalRevenueAmt
PY Grants And Similar Paid$205,202PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$150,008CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$48,127PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$59,577CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$25,511CYTotalFundraisingExpenseAmt
PY Other Expenses$65,890PYOtherExpensesAmt
CY Other Expenses$46,140CYOtherExpensesAmt
PY Total Expenses$319,219PYTotalExpensesAmt
CY Total Expenses$255,725CYTotalExpensesAmt
PY Revenues Less Expenses$117,619PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$135,710CYRevenuesLessExpensesAmt
Total Assets BOY$1,781,902TotalAssetsBOYAmt
Total Assets EOY$2,020,004TotalAssetsEOYAmt
Total Liabilities BOY$102,374TotalLiabilitiesBOYAmt
Total Liabilities EOY$92,307TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,679,528NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,927,697NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION ASSISTS MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$150,008ExpenseAmt
Grant$150,008GrantAmt
DescGENERAL PROGRAM GRANTS IN AID TO ASSIST MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,320ExpenseAmt
DescCOUNSELING - TO PROVIDE INTERVENTION, MONITORING, AND COUNSELING SERVICES FOR SUBSTANCE USE DISORDERS AND MENTAL HEALTH ISSUES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$30,904ExpenseAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$30,904TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$197,232TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DAVID R PFALZGRAF JR
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MICHAEL F PERLEY
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
TIFFANY R PERRY
TREASURER1.00Yes (X)Yes (X)$0$0$0
HELEN FERRARO-ZAFFRAM
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ALAN S CARREL
DIRECTOR1.00Yes (X)$0$0$0
DAVID L EDMUNDS JR
DIRECTOR1.00Yes (X)$0$0$0
ROBERT J FLUSKEY
DIRECTOR1.00Yes (X)$0$0$0
HON MARY GIALLANZA CARNEY
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM R HITES
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY M PRIORE
DIRECTOR1.00Yes (X)$0$0$0
PENNY B SELMONSKY
DIRECTOR1.00Yes (X)$0$0$0
KEVIN W SPITLER
DIRECTOR1.00Yes (X)$0$0$0
LAURIE STYKA BLOOM
DIRECTOR1.00Yes (X)$0$0$0
PAMELA H THIBODEAU
DIRECTOR1.00Yes (X)$0$0$0
MARK ALAN WORRELL
DIRECTOR1.00Yes (X)$0$0$0
ANNE M NOBLE
EXECUTIVE DIRECTOR8.00Yes (X)$0$133,131$9,37732.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$133,131TotReportableCompRltdOrgAmt
Total Other Compensation$9,377TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$21,178GovernmentGrantsAmt
All Other Contributions$259,261AllOtherContributionsAmt
Total Contributions$280,439TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$36,602TotalRevenueColumnAmt
Exclusion$36,602ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$495,959SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$421,565SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$74,394SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$74,394TotalRevenueColumnAmt
Exclusion$74,394ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$391,435TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$110,996ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,491TotalAmt
Program Services$25,491ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$124,517TotalAmt
Program Services$124,517ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$25,042TotalAmt
Program Services$12,521ProgramServicesAmt
Management And General$12,521ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$28,378TotalAmt
Program Services$10,993ProgramServicesAmt
Management And General$1,451ManagementAndGeneralAmt
Fundraising$15,934FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,213TotalAmt
Program Services$1,056ProgramServicesAmt
Management And General$173ManagementAndGeneralAmt
Fundraising$984FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,944TotalAmt
Program Services$1,742ProgramServicesAmt
Management And General$714ManagementAndGeneralAmt
Fundraising$1,488FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,543TotalAmt
Management And General$3,543ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$26,845TotalAmt
Program Services$16,320ProgramServicesAmt
Management And General$10,525ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,153TotalAmt
Program Services$1,733ProgramServicesAmt
Management And General$2,040ManagementAndGeneralAmt
Fundraising$3,380FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,499TotalAmt
Program Services$2,859ProgramServicesAmt
Management And General$2,015ManagementAndGeneralAmt
Fundraising$1,625FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,100TotalAmt
Fundraising$2,100FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$255,725TotalAmt
Program Services$197,232ProgramServicesAmt
Management And General$32,982ManagementAndGeneralAmt
Fundraising$25,511FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$635,445BOYAmt
EOY$518,654EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,792BOYAmt
EOY$32,660EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,135BOYAmt
EOY$5,794EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,863BOYAmt
EOY$1,863EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$491BOYAmt
EOY$763EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,044,324BOYAmt
EOY$1,377,031EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$74,852BOYAmt
EOY$83,239EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,781,902BOYAmt
EOY$2,020,004EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$27,522BOYAmt
EOY$9,068EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$74,852BOYAmt
EOY$83,239EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102,374BOYAmt
EOY$92,307EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,204,297BOYAmt
EOY$1,398,288EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$475,231BOYAmt
EOY$529,409EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,679,528BOYAmt
EOY$1,927,697EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,781,902BOYAmt
EOY$2,020,004EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$135,710ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$112,459NetUnrlzdGainsLossesInvstAmt
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$273,527CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$649,274CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$348,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$294,488CurrentTaxYearMinus1YearAmt
Current Tax Year$280,439CurrentTaxYearAmt
Total$1,846,041TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$273,527CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$649,274CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$348,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$294,488CurrentTaxYearMinus1YearAmt
Current Tax Year$280,439CurrentTaxYearAmt
Total$1,846,041TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,846,041PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,919CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,718CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,043CurrentTaxYearMinus1YearAmt
Current Tax Year$36,602CurrentTaxYearAmt
Total$175,564TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,919CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,718CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,043CurrentTaxYearMinus1YearAmt
Current Tax Year$36,602CurrentTaxYearAmt
Total$175,564TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$299,446CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$684,556CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$387,031CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$333,531CurrentTaxYearMinus1YearAmt
Current Tax Year$317,041CurrentTaxYearAmt
Total$2,021,605TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.91320PublicSupportCY509Pct
Public Support PY5090.91780PublicSupportPY509Pct
Investment Income CY0.08680InvestmentIncomeCYPct
Investment Income PY0.08220InvestmentIncomePYPct
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$463,845BeginningYearBalanceAmt
Investment Earnings Or Losses$70,534InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,791GrantsOrScholarshipsAmt
End Year Balance$518,588EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$489,501BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,000GrantsOrScholarshipsAmt
End Year Balance$463,845EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$476,271BeginningYearBalanceAmt
Investment Earnings Or Losses$13,230InvestmentEarningsOrLossesAmt
End Year Balance$489,501EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$457,220BeginningYearBalanceAmt
Investment Earnings Or Losses$19,051InvestmentEarningsOrLossesAmt
End Year Balance$476,271EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$430,455BeginningYearBalanceAmt
Investment Earnings Or Losses$26,765InvestmentEarningsOrLossesAmt
End Year Balance$457,220EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.57850PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.42150TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATIONDesc
Amt$83,239Amt
FieldValueIRS element (for citing)
Total Liability$83,239TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$500,351TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$112,459NetUnrealizedGainsInvstAmt
Revenue Not Reported$112,459RevenueNotReportedAmt
Revenue Subtotal$387,892RevenueSubtotalAmt
Investment Expenses Not Incld$3,543InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$3,543RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$391,435TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$252,182TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$252,182ExpensesSubtotalAmt
Investment Expenses Not Incld2$3,543InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$3,543ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$255,725TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

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

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VOLUNTEER LAWYERS PROJECTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1438 MAIN STREET 7TH FLOORAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14202ZIPCd
FieldValueIRS element (for citing)
Recipient EIN161337417RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$15,791CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantTO ASSIST LAWYERS IN NEEDPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCASH ASSISTANCE AND COUNSELING TO PROVIDE STABILITY TO MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY.GrantTypeTxt
Recipient21RecipientCnt
Cash Grant$124,517CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 2A:ERIE COUNTY BAR FOUNDATION, INC. DOES NOT REPORT FORM W-3 AS EMPLOYEES ARE PAID THROUGH BAR ASSOCIATION OF ERIE COUNTY.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR AND COMPTROLLER OF ERIE COUNTY BAR FOUNDATION, INC. PERFORM AN IN-DEPTH REVIEW OF THE FORM 990 BEFORE IT IS FILED. ADDITIONALLY, THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CAT EACH BOARD MEETING, A LIST OF CONFLICTS IS INCLUDED ON A DISCLOSURE STATEMENT, IF APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR MAKES RECOMMENDATIONS FOR STAFF COMPENSATION TO THE FINANCE COMMITTEE BASED ON SEVERAL FACTORS SPECIFIC TO THE ORGANIZATION. THE FINANCE COMMITTEE APPROVES THE FIGURES AND DISCLOSES THEIR DECISION TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19ALL OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GCOUNSELING FEES: PROGRAM SERVICE EXPENSES 16,320. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,320. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,525. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,525.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BAR ASSOCIATION OF ERIE COUNTY
N$6,499FMV
BAR ASSOCIATION OF ERIE COUNTY
O$59,577FMV

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.