2021-10-13T14:11:51-05:00 2021-05-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2020-06-01 166052602 ERIE COUNTY BAR FOUNDATION INC ERIE 7168528687 438 MAIN STREET NO 600 BUFFALO NY 14202 ANNE M NOBLE EXECUTIVE DIRECTOR 7168528687 2021-10-13 1 ANNE NOBLE 999009999 SARAH M HOPKINS CPA P02010701 7168563300 2021-10-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANNE M NOBLE 438 MAIN STREET NO 600 BUFFALO NY 14202 813000 0 X WWW.ERIEBAR.ORG X 1957 NY THE FOUNDATION ASSISTS MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS. 15 15 0 75 0 0 294488 280439 0 0 142350 110996 0 0 436838 391435 205202 150008 0 0 48127 59577 0 0 25511 65890 46140 319219 255725 117619 135710 1781902 2020004 102374 92307 1679528 1927697 THE FOUNDATION ASSISTS MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS. 0 0 150008 150008 GENERAL PROGRAM GRANTS IN AID TO ASSIST MEMBERS OF BAR ASSOCIATION OF ERIE COUNTY. 16320 COUNSELING - TO PROVIDE INTERVENTION, MONITORING, AND COUNSELING SERVICES FOR SUBSTANCE USE DISORDERS AND MENTAL HEALTH ISSUES. 30904 30904 197232 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X HEIDI MAHON 7168528687 438 MAIN STREET SUITE 600 BUFFALO NY 14202 DAVID R PFALZGRAF JR PRESIDENT 1.00 X X 0 0 0 MICHAEL F PERLEY VICE PRESIDENT 1.00 X X 0 0 0 TIFFANY R PERRY TREASURER 1.00 X X 0 0 0 HELEN FERRARO-ZAFFRAM SECRETARY 1.00 X X 0 0 0 ALAN S CARREL DIRECTOR 1.00 X 0 0 0 DAVID L EDMUNDS JR DIRECTOR 1.00 X 0 0 0 ROBERT J FLUSKEY DIRECTOR 1.00 X 0 0 0 HON MARY GIALLANZA CARNEY DIRECTOR 1.00 X 0 0 0 WILLIAM R HITES DIRECTOR 1.00 X 0 0 0 JEFFREY M PRIORE DIRECTOR 1.00 X 0 0 0 PENNY B SELMONSKY DIRECTOR 1.00 X 0 0 0 KEVIN W SPITLER DIRECTOR 1.00 X 0 0 0 LAURIE STYKA BLOOM DIRECTOR 1.00 X 0 0 0 PAMELA H THIBODEAU DIRECTOR 1.00 X 0 0 0 MARK ALAN WORRELL DIRECTOR 1.00 X 0 0 0 ANNE M NOBLE EXECUTIVE DIRECTOR 8.00 32.00 X 0 133131 9377 0 133131 9377 1 0 0 0 0 21178 259261 280439 36602 36602 495959 421565 74394 74394 74394 391435 0 0 110996 X 25491 25491 124517 124517 25042 12521 12521 28378 10993 1451 15934 2213 1056 173 984 3944 1742 714 1488 3543 3543 26845 16320 10525 7153 1733 2040 3380 6499 2859 2015 1625 2100 2100 255725 197232 32982 25511 635445 518654 4792 32660 20135 5794 1863 1863 491 763 1044324 1377031 74852 83239 1781902 2020004 27522 9068 74852 83239 102374 92307 X 1204297 1398288 475231 529409 1679528 1927697 1781902 2020004 135710 112459 0 X X 0 1 X 1 0 X 273527 649274 348313 294488 280439 1846041 273527 649274 348313 294488 280439 1846041 0 0 0 1846041 25919 35282 38718 39043 36602 175564 25919 35282 38718 39043 36602 175564 299446 684556 387031 333531 317041 2021605 0.91320 0.91780 0.08680 0.08220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 463845 70534 15791 518588 489501 -10656 15000 463845 476271 13230 489501 457220 19051 476271 430455 26765 457220 0.57850 0.42150 0 0 0 DEFERRED COMPENSATION 83239 83239 500351 112459 112459 387892 3543 3543 391435 252182 0 252182 3543 3543 255725 PART V, LINE 4: ENDOWMENT FUNDS ARE PRIMARILY RESTRICTED TO FUND THE VOLUNTEER LAWYERS PROJECT. 1 VOLUNTEER LAWYERS PROJECT 438 MAIN STREET 7TH FLOOR BUFFALO NY 14202 161337417 501(C)(3) 15791 FMV TO ASSIST LAWYERS IN NEED 1 CASH ASSISTANCE AND COUNSELING TO PROVIDE STABILITY TO MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY. 21 124517 FMV PART I, LINE 2: A 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. 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 11B THE 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 12C AT EACH BOARD MEETING, A LIST OF CONFLICTS IS INCLUDED ON A DISCLOSURE STATEMENT, IF APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15 THE 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 19 ALL OF THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G COUNSELING 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. BAR ASSOCIATION OF ERIE COUNTY 438 MAIN ST SUITE 600 BUFFALO NY 14202 160341905 TO PROMOTE REFORM IN LAW AND CULTIVATE THE SCIENCE OF JURISPRUDENCE NY 501(C)(6) N/A 0 ERIE INSTITUTE OF LAW 438 MAIN ST SUITE 600 BUFFALO NY 14202 161438455 TO PROVIDE CONTINUING LEGAL EDUCATION TO BAR ASSOC. OF ERIE COUNTY MEMBERS NY 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 BAR ASSOCIATION OF ERIE COUNTY N 6499 FMV BAR ASSOCIATION OF ERIE COUNTY O 59577 FMV