MASSACHUSETTS BAR FOUNDATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MASSACHUSETTS BAR FOUNDATION INC (EIN 04-6130261)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201321359349304922
Schema version
2012v2.1
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)
Timestamp2013-05-15T12:31:09-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN043000523EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR & DREW PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line125 BRAINTREE HILL OFC PK SUITE 102AddressLine1
CityBRAINTREECity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN046130261EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS BAR FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMASSNameControl
Phone6173380521Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021111204ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJERRY COHEN ESQName
TitlePRESIDENTTitle
Phone6173380521Phone
Date Signed2013-05-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID A DIIULISName
PTINP00303577PTIN
Phone6174711120Phone
Date Prepared2013-05-13DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJERRY COHEN ESQNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021111204ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7999247GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MASSBARFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1964YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE MASSACHUSETTS BAR FOUNDATION WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members19NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers125TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2244396ContributionsGrantsPriorYear
Contributions Grants Current Year2126983ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year289766InvestmentIncomePriorYear
Investment Income Current Year52310InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year2534162TotalRevenuePriorYear
Total Revenue Current Year2179293TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3397671GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2543130GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year214251SalariesEtcPriorYear
Salaries Etc Current Year184144SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year130922OtherExpensePriorYear
Other Expenses Current Year96164OtherExpensesCurrentYear
Total Expenses Prior Year3742844TotalExpensesPriorYear
Total Expenses Current Year2823438TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1208682RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-644145RevenuesLessExpensesCY
Total Assets BOY7128282TotalAssetsBOY
Total Assets EOY6148268TotalAssetsEOY
Total Liabilities BOY1808826TotalLiabilitiesBOY
Total Liabilities EOY1386131TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5319456NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4762137NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MASSACHUSETTS BAR FOUNDATION WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2496130Expense
Grants2496130Grants
DescriptionIOLTA GRANTSDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense31971Expense
Grants31971Grants
DescriptionFELLOWS GRANTSDescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense3529Expense
Grants3529Grants
DescriptionSMITH FUND GRANTSDescription

Activity Other ActivityOther (3 entries)

ExpenseExpenseGrantsGrantsDescriptionDescription
30003000NAPOLITANO FUND GRANTS - TO SUPPORT SUMMER LAW STUDENT INTERNSHIP AT THE MASSACHUSETTS COMMISSION AGAINST DISCRIMINATION
25002500MLGBA GRAY SCHOLARSHIP
60006000EDWARD F. HENNESSEY GRANTS
FieldValueIRS element (for citing)
Total Of Other Program Service Exp11500TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt11500TotalOfOtherProgramServiceGrnt
Total Program Service Expense2543130TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees3NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members19NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARK DOHERTY - ASSISTANT TREASURERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6173380521TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021111218ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationInstitutional TrusteeInstitutionalTrusteeKey EmployeeKeyEmployee
JERRY COHEN ESQ
PRESIDENT1.00XX000
ROBERT J AMBROGI ESQ
VICE PRESIDENT1.00XX000
JANET F ASERKOFF ESQ
TREASURER1.00XX000
LAWRENCE J FARBER ESQ
SECRETARY1.00XX000
HON FRANCIS R FECTEAU
TRUSTEE1.00000X
HON ANNE M GEOFFRION
TRUSTEE1.00000X
DANIEL J GLEASON ESQ
TRUSTEE1.00000X
RICHARD J GRAHN ESQ
TRUSTEE1.00000X
KATHERINE A HESSE
TRUSTEE1.00000X
MARSHA V KAZAROSIAN
TRUSTEE1.00000X
EDWARD W MCINTYRE ESQ
TRUSTEE1.00000X
ROBERT V WARD JR ESQ
TRUSTEE1.00000X
HARVEY WEINER ESQ
TRUSTEE1.00000X
FRANK J CIANO ESQ
TRUSTEE1.00000X
LEWIS C EISENBERG ESQ
TRUSTEE1.00000X
HON ANDRE A GELINAS
TRUSTEE1.00000X
GERALD P HENDRICK ESQ
TRUSTEE1.00000X
DENNIS M LINDGREN ESQ
TRUSTEE1.00000X
ANGELA MCCONNEY SCHEEPERS ESQ
TRUSTEE1.00000X
ANDREW A RAINER ESQ
TRUSTEE1.00000X
ELIZABETH LYNCH
EXECUTIVE DIRECTOR35.00X117030014012X
FieldValueIRS element (for citing)
Total Reportable Comp From Org117030TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation14012TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues58090MembershipDues
Government Grants2039349GovernmentGrants
All Other Contributions29544AllOtherContributions
Total Contributions2126983TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column67581TotalRevenueColumn
Exclusion$67,581ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities5804683Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities5819954Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-15271Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-15271TotalRevenueColumn
Exclusion-$15,271ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2179293TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$52,310ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2543130Total
Program Services2543130ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total117030Total
Management And General117030ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total33045Total
Management And General33045ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total13241Total
Management And General13241ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total8158Total
Management And General8158ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total12670Total
Management And General12670ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total9500Total
Management And General9500ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total399Total
Management And General399ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total7047Total
Management And General7047ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total12927Total
Management And General12927ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total138Total
Management And General138ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total3348Total
Management And General3348ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
ADMINISTRATIVE FEES4800048000
POSTAGE AND SHIPPING61976197
MISCELLANEOUS17971797
PRINTING & PUBLICATION17091709

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total5102Total
Management And General5102ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2823438Total
Program Services2543130ProgramServices
Management And General280308ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY439962BOY
EOY279513EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1065194BOY
EOY840363EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY132070BOY
EOY117194EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY217631BOY
EOY191148EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1363BOY
EOY1363EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis18028LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec18028LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY138BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY5260901BOY
EOY4711506EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY11023BOY
EOY7181EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7128282BOY
EOY6148268EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY43826BOY
EOY46151EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1765000BOY
EOY1339980EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1808826BOY
EOY1386131EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1735424BOY
EOY1827514EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3584032BOY
EOY2934623EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5319456BOY
EOY4762137EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7128282BOY
EOY6148268EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-644145ReconcilationRevenueExpenses
Reconciliation Unrealized Invest86826ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4377612CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2332944CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2445561CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2244396CurrentTaxYearMinus1Year
Current Tax Year2126983CurrentTaxYear
Total13527496Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4377612CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2332944CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2445561CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2244396CurrentTaxYearMinus1Year
Current Tax Year2126983CurrentTaxYear
Total13527496Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3750CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6450CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33300CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12375CurrentTaxYearMinus1Year
Current Tax Year9976CurrentTaxYear
Total65851Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3750CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6450CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33300CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year12375CurrentTaxYearMinus1Year
Current Tax Year9976CurrentTaxYear
Total65851Total
FieldValueIRS element (for citing)
Public Support Total50913461645PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years427258CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years268976CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years227566CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year111506CurrentTaxYearMinus1Year
Current Tax Year67581CurrentTaxYear
Total1102887Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years427258CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years268976CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years227566CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year111506CurrentTaxYearMinus1Year
Current Tax Year67581CurrentTaxYear
Total1102887Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4804870CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2601920CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2673127CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2355902CurrentTaxYearMinus1Year
Current Tax Year2194564CurrentTaxYear
Total14630383Total
FieldValueIRS element (for citing)
Public Support Percentage5090.92010PublicSupportPercentage509
Prior Year Support Percentage0.91680PriorYearSupportPercentage
Investment Income Percentage0.07540InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.08050PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3584032BeginningOfYearBalance
Contributions2060545Contributions
Investment Earnings Or Losses15275InvestmentEarningsOrLosses
Grants Or Scholarships2725229GrantsOrScholarships
End Of Year Balance2934623EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance4887874BeginningOfYearBalance
Contributions2186993Contributions
Investment Earnings Or Losses20445InvestmentEarningsOrLosses
Grants Or Scholarships3511280GrantsOrScholarships
End Of Year Balance3584032EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance6981583BeginningOfYearBalance
Contributions2286535Contributions
Investment Earnings Or Losses243810InvestmentEarningsOrLosses
Grants Or Scholarships4624054GrantsOrScholarships
End Of Year Balance4887874EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance9860456BeginningOfYearBalance
Contributions2277372Contributions
Investment Earnings Or Losses66356InvestmentEarningsOrLosses
Grants Or Scholarships5222601GrantsOrScholarships
End Of Year Balance6981583EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance11401964BeginningOfYearBalance
Contributions4323094Contributions
Investment Earnings Or Losses591968InvestmentEarningsOrLosses
Grants Or Scholarships6456570GrantsOrScholarships
End Of Year Balance9860456EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance1.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis18028OtherCostOrOtherBasis
Depreciation18028Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
FIXED INCOME SECURITIES3784762F
EQUITY SECURITIES438872F
COMMODITIES FUNDS431994F
REAL ESTATE55878F
FieldValueIRS element (for citing)
Total Of Book Value Securities4711506TotalOfBookValueSecurities
Tot Revenue Etc Audited Fincl Stmt2318336TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments86826NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities52217DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990139043RevenueNotRptdF990
Revenue Subtotal2179293RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902179293TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2875655TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities52217DonatedServicesUseOfFacilities
Expenses Not Rptd F99052217ExpensesNotRptdF990
Expenses Subtotal2823438ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902823438TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
ExplanationTHE 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.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (99 entries)

EIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
ADVOCATES INC
237451423501( C)(3)10000FMVN/AADVOCACY, BENEFITS & LEGAL SERVICES PROGRAM
AIDS ACTION COMMITTEE OF MASSACHUSETTS INC
222707246501( C)(3)12500FMVN/ALEGAL SERVICES PROGRAM
ALTERNATIVES FOR COMMUNITY & ENVIRONMENT
043228509501( C)(3)5000FMVN/ALEGAL SERVICES PROGRAM
BAR ASSOCIATION OF NORFOLK COUNTY
046170166501( C)(6)10000FMVN/AEVENING LEGAL CLINICS
BARNSTABLE COUNTY BAR ASSOCIATION
042653880501( C)(6)13000FMVN/ALAWYER OF THE DAY PROGRAM
BARNSTABLE COUNTY BAR ASSOCIATION
042653880501( C)(6)10000FMVN/ABARNSTABLE COUNTY PRO BONO CONCILATION PROJECT
BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY
042859886501( C)(3)32000FMVN/AHOUSING SERVICES & MEDIATION PROGRAM
BRISTOL COUNTY BAR ASSOCIATION
042944253501( C)(6)10000FMVN/ABCBA PRO BONO CONCILATION PROJECT
BROOKLINE COMMUNITY MENTAL HEALTH CENTER
042263744501( C)(3)25000FMVN/AMETROPOLITAN MEDIATION SERVICES
CAPE COD DISPUTE RESOLUTION CENTER INC
043071311501( C)(3)13400FMVN/ACAPE COD DISTRICT COURT MEDIATION PROGRAM
CASA MYRNA VAZQUEZ INC
042625710501( C)(3)40000FMVN/ALEGAL ADVOCACY PROGRAM
CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC
042534041501( C)(3)15000FMVN/AIMMIGRATION LEGAL SERVICES PROGRAM
CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
042106394501( C)(3)50000FMVN/AIMMIGRATION LAW EDUCATION ADVOCACY PROJECT (ILEAP)
CATHOLIC SOCIAL SERVICES OF FALL RIVER INC
042106394501( C)(3)58000FMVN/AIMMIGRANT VICTIMS REPRESENTATION PROJECT
CENTER FOR HUMAN DEVELOPMENT
042503926501( C)(3)11000FMVN/AHIV/AIDS LAW CONSORTIUM OF WESTERN MA
CHILDREN'S LAW CENTER OF MASSACHUSETTS INC
042622153501( C)(3)65000FMVN/ACHILD & ADOLESCENT LEGAL SERVICES
CHILDREN'S LAW CENTER OF MASSACHUSETTS INC
042622153501( C)(3)15000FMVN/AEDLAW PROJECT
COMMUNITY ACTION
042384972501( C)(3)11500FMVN/ADIVORCE AND FAMILY MEDIATION PROGRAM
COMMUNITY DISPUTE SETTLEMENT CENTER
043030799501( C)(3)30000FMVN/ADIVORCE/PATERNITY AND DISTRICT COURT MEDIATION PROGRAM
COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
042470335501( C)(3)12500FMVN/ADOMESTIC VIOLENCE AND CHILD SUPPORT PROJECT
COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
042470335501( C)(3)15000FMVN/AHOMELESSNESS PREVENTION PROJECT
COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
042470335501( C)(3)40000FMVN/AIMMIGRATION LAW PROJECT
DISMAS HOUSE OF CENTRAL MASSACHUSETTS
542075825501( C)(3)18500FMVN/ARESIDENT ATTORNEY ADVOCATE PROGRAM
DISPUTE RESOLUTION SERVICES INC
042989822501( C)(3)15000FMVN/AATTORNEY MEDIATION TRAINING & SERVICES PROGRAM
DOVE INC
042667808501( C)(3)18000FMVN/ALEGAL ADVOCACY PROGRAM
EMPLOYMENT OPTIONS INC
237089596501( C)(3)25000FMVN/ACLUBHOUSE FAMILY LEGAL SUPPORT PROJECT
ESSEX COUNTY BAR ASSOCIATION
042636299501( C)(3)21400FMVN/APRO BONO CONCILATION PROGRAM
ESSEX COUNTY BAR ASSOCIATION
042636299501( C)(3)15000FMVN/APROBATE & FAMILY COURT LAWYER FOR THE DAY PROGRAM
FAIR HOUSING CENTER OF GREATER BOSTON
043425772501( C)(3)10000FMVN/AFAIR HOUSING ENFORCEMENT PROGRAM
FAMILY SERVICE ASSOCIATION OF GREATER FALL RIVER
042104058501( C)(3)20000FMVN/AGUARDIANSHIP SERVICES PROGRAM
FINEX HOUSE
222479325501( C)(3)13000FMVN/ALEGAL ADVOCACY PROJECT
FRANKLIN COUNTY BAR ADVOCATES INC
042691327501( C)(3)37000FMVN/ABAR ADVOCATES FOR CHILDREN
GREATER BOSTON LEGAL SERVICES
042103907501( C)(3)30000FMVN/AAFFORDABLE HOUSING PRESERVATION & FORCLOSURE PREVENTION PROJECT
GREATER BOSTON LEGAL SERVICES
042103907501( C)(3)27300FMVN/AFAMILY WORK AND WELFARE PROJECT
GREATER BOSTON LEGAL SERVICES
042103907501( C)(3)17500FMVN/ALOW-INCOME TAXPAYER ASSISTANCE PROJECT (LITAP)
GREATER BOSTON LEGAL SERVICES
042103907501( C)(3)43200FMVN/APRO BONO EMPLOYMENT PROJECT
GREATER BOSTON LEGAL SERVICES
042103907501( C)(3)65000FMVN/AREFUGEES AND IMMIGRANTS PROTECTION PROJECT
HAMPDEN COUNTY BAR ASSOCIATION
510139332501( C)(6)59000FMVN/ACHILDREN'S LAW PROJECT
HAMPSHIRE COUNTY BAR ASSOCIATION
223131516501( C)(6)9000FMVN/ADOMESTIC RELATIONS PROGRAM FOR CHILDREN
HAMPSHIRE COUNTY BAR ASSOCIATION
223131516501( C)(6)14000FMVN/AHAMPSHIRE ELDER LAW PROGRAM(HELP)
HOMEOWNER OPTIONS FOR MA ELDERS
042931627501( C)(3)10000FMVN/ASENIOR HOMEOWNER DISPLACEMENT PREVENTION PROJECT
IRISH IMMIGRATION CENTER
043063382501( C)(3)32500FMVN/AIMMIGRANT SERVICES AND CITIZENSHIP PROGRAM
JEANNE GEIGER CRISIS CENTER
222474823501( C)(3)12000FMVN/ADOMESTIC VIOLENCE FAMILY LAW PROGRAM
JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC
042104352501( C)(3)7500FMVN/ALEGAL SERVICES FOR ELDERS
JEWISH FAMILY SERVICE OF WORCESTER INC
042104350501( C)(3)18000FMVN/AELDER GUARDIANSHIP PROGRAM
JRI HEALTH LAW INSTITUTE
042526357501( C)(3)20000FMVN/ASERVING THE UNDERSERVED: CLOSER TO HOME
LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING & HOMELESSNESS INC
043501039501( C)(3)15000FMVN/ACOMMUNITY LEGAL REFERRAL PROGRAM
LAWYERS COMMITTEE FOR CIVIL RIGHTS BOSTON BAR ASSOCIATION
043490614501( C)(3)7000FMVN/AHEALTH DISPARITIES PROJECT
LEGAL ADVOCACY AND RESOURCE CENTER INC
043443101501( C)(3)30000FMVN/ALEGAL HOTLINE
LUTHERAN SOCIAL SERVICES
042775393501( C)(3)40000FMVN/AIMMIGRATION LEGAL ASSISTANCE PROGRAM
MASSACHUSETTS ADVOCATES FOR CHILDREN
042488456501( C)(3)34000FMVN/ACHILDREN'S LAW AND EDUCATION JUSTICE PROJECT
MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY (MIRA) COALITION
223115048501( C)(3)20000FMVN/AIMMIGRATION LAW TRAINING & TECHNICAL ASSISTANCE PROJECT
MASSACHUSETTS JUSTICE PROJECT INC
043323539501( C)(3)17100FMVN/AVOLUNTEERS FOR JUSTICE
MASSACHUSETTS LAW REFORM INSTITUTE
046004303501( C)(3)25000FMVN/AIMMIGRANTS PROTECTION PROJECT
MEDIATION SERVICES OF NORTH CENTRAL MA INC
222881830501( C)(3)20000FMVN/ACOURT AND COMMUNITY MEDIATION PROGRAM
MERRIMACK VALLEY LEGAL SERVICES INC
237381007501( C)(3)22500FMVN/ADOMESTIC VIOLENCE ADVOCACY PROJECT
MERRIMACK VALLEY LEGAL SERVICES INC
237381007501( C)(3)22500FMVN/ACONSUMER LAW PROJECT
METROWEST LEGAL SERVICES
043177488501( C)(3)35000FMVN/ACHILDREN'S EDUCATION ADVOCACY PROGRAM
METROWEST LEGAL SERVICES
043177488501( C)(3)50700FMVN/ADOMESTIC VIOLENCE PROJECT
METROWEST LEGAL SERVICES
043177488501( C)(3)20000FMVN/AEVICTION DEFENSE/FORECLOSURE PREVENTION PROJECT
METROWEST LEGAL SERVICES
043177488501( C)(3)12000FMVN/AHOMELESS ADVOCACY PROJECT
MIDDLESEX COUNTY BAR ASSOCIATION
222005076501( C)(6)10000FMVN/AMCBA PRO BONO CONCILIATION PROGRAM
NEIGHBORHOOD LEGAL SERVICES INC
042430192501( C)(3)28000FMVN/AEVICTION LEGAL SERVICES & ELDER HOME PRESERVATION PROJECT
NEIGHBORHOOD LEGAL SERVICES INC
042430192501( C)(3)37000FMVN/AFAMILY LAW SUPPORT PROJECT
NORTH SHORE COMMUNITY ACTION PROGRAMS INC
042385280501( C)(3)17000FMVN/AHOUSING LAW PROJECT
NORTH SHORE COMMUNITY MEDIATION INC
223293939501( C)(3)7500FMVN/ADIVORCE & FAMILY COURT MEDIATION PROJECT
PILGRIM ADVOCATES INC
042794733501( C)(3)12000FMVN/ALAWYER OF THE DAY PROGRAM
POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT
223003501501( C)(3)35000FMVN/ADETENTION CENTER INITIATIVE
POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT
223003501501( C)(3)60000FMVN/APRO BONO ASYLUM PROGRAM
QUABBIN MEDIATION
043429086501( C)(3)7500FMVN/ACENTRAL REGION COURT MEDIATION PROGRAM
SAFE PASSAGE
010532835501( C)(3)10000FMVN/ALEGAL REFERRAL PANEL
SHELTER LEGAL SERVICES FOUNDATION INC
043212264501( C)(3)34000FMVN/AVETERANS LEGAL SERVICES, SHELTER LEGAL SERVICES, PROJECT OUTREACH/CLASP
SOMERVILLE COMMUNITY CORPORATION
237293380501( C)(3)15000FMVN/ASOMERVILLE MEDIATION COURT/COMMUNITY PROJECT
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
042607691501( C)(3)25000FMVN/AELDER LAW PROJECT
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
042607691501( C)(3)30000FMVN/AHOMELESSNESS PRESERVATION PROJECT
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
042607691501( C)(3)15000FMVN/AEDUCATION ADVOCACY PROJECT
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
042607691501( C)(3)58000FMVN/AIMMIGRATION LAW PROJECT
VICTIM RIGHTS LAW CENTER
020588944501( C)(3)25000FMVN/ARAPE SURVIVORS LAW PROJECT
WE CAN
311777179501( C)(3)15000FMVN/AWE CAN PRO BONO LEGAL CLINICS
WOMEN'S BAR FOUNDATION OF MA INC
043228055501( C)(3)31700FMVN/AFAMILY LAW PROJECT FOR BATTERED WOMEN
THE WOMEN'S CENTER
042557022501( C)(3)35000FMVN/ALEGAL ADVOCACY PROJECT
WORCESTER COUNTY BAR ASSOCIATION
043009711501( C)(6)5760FMVN/AREDUCED FEE PROGRAM
YWCA OF CENTRAL MASSACHUSETTS
042105873501( C)(3)30000FMVN/ADAYBREAK AND BWR COURT ADVOCACY PROGRAM
VOLUNTEER LAWYERS PROJECT OF THE BBA
222486215501( C)(3)30000FMVN/ASENIOR PARTNERS FOR JUSTICE-WEST
CASA PROJECT INC
042711865501( C)(3)38400FMVN/ACHINS CHILD PROTECTION PROJECT
PRISONERS' LEGAL SERVICES
042523362501( C)(3)39000FMVN/ACHRONIC AND INFECTIOUS DISEASE PROJECT
PRISONERS' LEGAL SERVICES
042523362501( C)(3)25000FMVN/APRISON BRUTALITY AND HUMAN RIGHTS PROJECT
COMMUNITY LEGAL AID INC
042446242501( C)(3)40000FMVN/AFAMILY ADVOCATES OF CENTRAL MASSACHUSETTS
COMMUNITY LEGAL AID INC
042446242501( C)(3)34000FMVN/AFAMILY LAW ADVOCACY PROJECT-HAMPHIRE&FRANKLIN COUNTIES
COMMUNITY LEGAL AID INC
042446242501( C)(3)42000FMVN/AFAMILY LAW PROJECT-BERKSHIRE COUNTY
COMMUNITY LEGAL AID INC
042446242501( C)(3)55000FMVN/AHOUSING COURT INTERVENTION PROJECT-HAMPDEN COUNTY
METROWEST MEDIATION SERVICES INC
042710084501( C)(3)15000FMVN/ACOURT MEDIATION SERVICES PROGRAM
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
042607691501( C)(3)45000FMVN/APRIVATE ATTORNEY INVOLVEMENT PROJECT
TRI-CITY COMMUNITY ACTION PROGRAM
042658101501( C)(3)30000FMVN/APRO BONO LEGAL PROJECT
COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
042470335501( C)(3)35000FMVN/ADOMESTIC VIOLENCE AND CHILD SUPPORT ADVOCACY PROJECT
COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
042470335501( C)(3)10000FMVN/AHOMELESSNESS PREVENTION PROJECT
COMMUNITY LEGAL SERVICES AND COUNSELING CENTER
042470335501( C)(3)50000FMVN/AIMMIGRATION LAW PROJECT
PLYMOUTH COUNTY BAR ASSOCIATION
043110006501( C)(3)7500FMVN/APROBATE AND FAMILY COURT CONCILIATION PROGRAM
SOUTH COASTAL COUNTIES LEGAL SERVICES INC
042607691501( C)(3)28000FMVN/AMASS. LEGAL ASSISTANCE FOR SELF-SUFFICIENCY PROJECT

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonMARK DOHERTYNamePerson
FieldValueIRS element (for citing)
RelationshipASSISTANT TREASURERRelationship
Amount Of Transaction0AmountOfTransaction
Description Of TransactionMR. DOHERTY IS EMPLOYED AND PAID THROUGH THE MASSACHUSETTS BAR ASSOCIATION, A RELATED NON PROFIT ORGANIZATION, WHILE ALSO FUNCTIONING AS THE ASSISTANT TREASURER FOR THE MASSACHUSETTS BAR FOUNDATION.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11BOARD 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 12CIF 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 RECORED 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 ANUUAL 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 15ACOMPENSATION 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 19THE 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 COMMITTEE 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAControlled OrgControlledOrgPublic Charity StatusPublicCharityStatus
MASSACHUSETTS BAR ASSOCIATION
20 WEST STREETBOSTONMA02111041589785PROMOTE THE LAW TO BOTH THE PUBLIC AND LEGAL PROFESSION.MA501(C)(6)N/A0
MASSACHUSETTS BAR INSTITUTE
20 WEST STREETBOSTONMA02111043293798DEVELOP AND DELIVER EDUCATIONAL PROGRAMS; PUBLISH SCHOLARLY PUBLICATIONSMA501(C)(3)N/A09

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1MBA INSURANCE AGENCY INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line120 WEST STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02111ZIPCode
FieldValueIRS element (for citing)
EIN043372475EIN
Primary ActivityINSURANCE BROKERPrimaryActivity
Legal Domicile StateMALegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityCTypeOfEntity
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
MASSACHUSETTS BAR ASSOCIATION
P250990FMV
MASSACHUSETTS BAR ASSOCIATION
M52217FMV
MASSACHUSETTS BAR INSTITUTE
D191148FMV
MASSACHUSETTS BAR INSTITUTE
P3348FMV

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