2013-03-12T17:28:39-05:00 2012-12-31 231311005 BOYER & RITTER 211 HOUSE AVENUE CAMP HILL PA 17011 990 2012-01-01 237012190 PENNSYLVANIA BAR TRUST FUND PENN 7172386715 100 SOUTH STREET HARRISBURG PA 171011210 MICHAEL P YEAGER 7172386715 2013-03-02 1 LISA A MYERS P00143969 7177617210 2012 2016-02-25 16:41:14Z SAMUEL ENCARNACION 100 SOUTH STREET HARRISBURG PA 171011210 482189 0 X N/A X 1966 PA TO PROMOTE EDUCATION IN THE LEGAL PROFESSION 9 9 0 9 0 0 0 199998 0 0 87427 39042 0 0 87427 239040 50113 51385 0 0 0 0 0 0 0 24728 22634 74841 74019 12586 165021 1012914 1232381 4443 3384 1008471 1228997 TO PROMOTE EDUCATIONAL AND CHARITABLE PURPOSES ASSOCIATED WITH THE LEGAL PROFESSION AND THE ADMINISTRATION OF JUSTICE, WITH PARTICULAR REFERENCE TO THE PROMOTION OF SUCH PURPOSES IN THE COMMONWEALTH OF PENNSYLVANIA. 0 0 55059 51385 DURING THE YEAR ENDED DECEMBER 31, 2012, THE TRUST FUND PROVIDED GRANTS TO THE FOLLOWING ORGANIZATIONS FOR VARIOUS PURPOSES AROUND LEGAL EDUCATION INCLUDING WEB DESIGN, SOFTWARE PURCHASES, EDUCATIONAL FACILITIES UPGRADES AND SEED MONEY FOR AN ONLINE LIBRARY: DELEWARE COUNTY BAR ASSOCIATION, CUMBERLAND COUNTY BAR ASSOCIATION, CARBON COUNTY BAR ASSOCIATION, PENNSYLVANIA BAR ASSOCIATION, PHILADELPHIA BAR ASSOCIATION, SUPERVISED CUSTODY DVD PROJECT TASK FORCE, WESTMORELAND BAR ASSOCIATION, AND NEIGHBORHOOD LEGAL SERVICES ASSOCIATION. 55059 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X LISA HOGAN CONTROLLER 7172386715 100 SOUTH STREET HARRISBURG PA 171011210 X SAMUEL ENCARNACION 1.00 X X 0 0 0 JANE DALTON 1.00 X X 0 0 0 CHRISTINE HALL MCCLURE 1.00 X X 0 0 0 MICHAEL P YEAGER 1.00 X X 0 0 0 HON MASON AVRIGIAN SR 1.00 X 0 0 0 TIMOTHY J CARSON 1.00 X 0 0 0 HEIDI B MASANO 1.00 X 0 0 0 ROBERT I JOHNSTON 1.00 X 0 0 0 RHODA S NEFT 1.00 X 0 0 0 0 0 0 0 0 0 0 0 199998 199998 25813 25813 256378 243149 13229 13229 13229 239040 0 0 39042 51385 51385 175 175 5250 5250 6208 6208 72 72 3358 3358 200 200 ADMIN EXPENSES 7327 7327 MISCELLANEOUS 44 44 74019 55059 18960 0 34485 92090 321 369 978108 1139922 1012914 1232381 4443 3384 4443 3384 X 1008471 1228997 1008471 1228997 1012914 1232381 165021 55505 0 X X 0 1 X 1 0 X X X 0 0 0 PENNSYLVANIA BAR ASSOCIATION 230954940 501(C)(6) 1 1 1 40000 1 40000 0 X 294545 55505 55505 239040 0 239040 74019 0 74019 0 74019 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: EFFECTIVE JANUARY 1, 2009, THE ASSOCIATION AND FOUNDATION ADOPTED THE PROVISIONS OF ASC 740 (FIN 48) WHICH REQUIRES AN ASSESSMENT OF THE ORGANIZATION'S EXPOSURE TO INCOME TAXES AT THE ENTITY LEVEL AS A RESULT OF UNCERTAIN TAX POSITIONS TAKEN IN CURRENT AND PREVIOUSLY-FILED TAX RETURNS. EXAMPLES OF TAX POSITIONS TAKEN AT THE ENTITY LEVEL INCLUDE CONTINUING QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE ANY TAXABLE UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED. ANY TAX BENEFITS ASSOCIATED WITH UNCERTAIN TAX POSITIONS THAT ARE IN EXCESS OF A REALIZATION THRESHOLD MUST BE RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE FINANCIAL STATEMENTS, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES. PRESENTLY, MANAGEMENT BELIEVES THAT IT IS MORE LIKELY THAN NOT THAT ITS TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING ANY APPEALS AND LITIGATION, AND THEREFORE BELIEVES THAT THE ORGANIZATION HAS NO EXPOSURE TO INCOME TAXES FROM UNCERTAIN TAX POSITIONS. 1 PA BAR ASSOCIATION PO BOX 186 HARRISBURG PA 171080186 230954940 501(C)(6) 40000 FINANCIAL ASSISTANCE TO RUN STATEWIDE CAMPAIGN EDUCATING THE PUBLIC ABOUT REPORTING CHILD ABUSE. 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT PAYMENT PROCEDURES ARE AS FOLLOWS: WHEN A GRANT PAYMENT REQUEST IS RECEIVED, THE INVOICES ARE CHECKED AGAINST THE APPROVED GRANT TO VERIFY THAT THEY ARE WITHIN THE SCOPE OF THE GRANT. ANY QUESTIONABLE INVOICES ARE BROUGHT TO THE ATTENTION OF THE TRUSTEES TO DECIDE IF PAYMENT CAN BE MADE. FOR EACH MEETING OF THE TRUSTEES, A GRANT STATUS REPORT IS PREPARED. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE APPOINTED BY THE BOARD OF GOVERNORS OF THE PENNSYLVANIA BAR ASSOCIATION FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE COMPLETED FORM 990 AND THE RELATED SCHEDULES IS REVIEWED BY THE TRUSTEES. THE TRUSTEES MEET WITH A REPRESENTATIVE OF THE ACCOUNTING FIRM THAT PREPARED THE FORM 990 TO DISCUSS THE CONTENT AND ANSWER QUESTIONS OF THE TRUSTEES. FINAL CHANGES, IF ANY, ARE THEN MADE TO THE FORM 990 AND RELATED SCHEDULES. THE TRUSTEES APPROVE THE FINAL COPY. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS SENT OUT TO THE TRUSTEES ON AN ANNUAL BASIS. THE RESULTS ARE COMPILED AND GIVEN TO THE PBA PRESIDENT SO HE/SHE IS AWARE OF ANY CONFLICTS WHEN MAKING APPOINTMENTS TO THE INSURANCE / TRUST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE PROCESS FOR SELECTING AN AUDIT COMMITTEE AND INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR PENNSYLVANIA BAR ASSOCIATION 100 SOUTH STREET HARRISBURG PA 17108 230954940 TO PROMOTE THE ADMINISTRATION OF JUSTICE PA 501 (C)(6) 0 PENNSYLVANIA BAR INSTITUTE 5080 RITTER ROAD MECHANICSBURG PA 17055 236412256 TO PROMOTE CONTINUING LEGAL EDUCATION PA 501(C)(3) LINE 9 0 PENNSYLVANIA BAR FOUNDATION PO BOX 186 HARRISBURG PA 17108 232303925 FINANCIAL SUPPORT FOR THE ORGANIZED PA BAR ASSOCIATION PA 501(3)(3) LINE 7 0 PENNSYLVANIA BAR INSURANCE TRUST 100 SOUTH STREET HARRISBURG PA 171011210 231341005 INSURANCE SALES AND LOSS PREVENTION PA N/A T 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 PENNSYLVANIA BAR INSURANCE TRUST C 199998