2013-05-15T12:31:09-05:00 2012-12-31 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2012-01-01 046130261 MASSACHUSETTS BAR FOUNDATION INC MASS 6173380521 20 WEST STREET BOSTON MA 021111204 JERRY COHEN ESQ 6173380521 2013-05-15 1 DAVID A DIIULIS P00303577 6174711120 2013-05-13 2012 2016-02-24 21:20:13Z JERRY COHEN ESQ 20 WEST STREET BOSTON MA 021111204 7999247 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, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW. 19 19 3 125 0 0 2244396 2126983 0 0 289766 52310 0 0 2534162 2179293 3397671 2543130 0 0 214251 184144 0 0 0 130922 96164 3742844 2823438 -1208682 -644145 7128282 6148268 1808826 1386131 5319456 4762137 X THE 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. 0 0 2496130 2496130 IOLTA GRANTS 31971 31971 FELLOWS GRANTS 3529 3529 SMITH FUND GRANTS 3000 3000 NAPOLITANO FUND GRANTS - TO SUPPORT SUMMER LAW STUDENT INTERNSHIP AT THE MASSACHUSETTS COMMISSION AGAINST DISCRIMINATION 2500 2500 MLGBA GRAY SCHOLARSHIP 6000 6000 EDWARD F. HENNESSEY GRANTS 11500 11500 2543130 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 1 0 0 0 0 0 1 0 1 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X MARK DOHERTY - ASSISTANT TREASURER 6173380521 20 WEST STREET BOSTON MA 021111218 JERRY COHEN ESQ 1.00 X X 0 0 0 ROBERT J AMBROGI ESQ 1.00 X X 0 0 0 JANET F ASERKOFF ESQ 1.00 X X 0 0 0 LAWRENCE J FARBER ESQ 1.00 X X 0 0 0 HON FRANCIS R FECTEAU 1.00 X 0 0 0 HON ANNE M GEOFFRION 1.00 X 0 0 0 DANIEL J GLEASON ESQ 1.00 X 0 0 0 RICHARD J GRAHN ESQ 1.00 X 0 0 0 KATHERINE A HESSE 1.00 X 0 0 0 MARSHA V KAZAROSIAN 1.00 X 0 0 0 EDWARD W MCINTYRE ESQ 1.00 X 0 0 0 ROBERT V WARD JR ESQ 1.00 X 0 0 0 HARVEY WEINER ESQ 1.00 X 0 0 0 FRANK J CIANO ESQ 1.00 X 0 0 0 LEWIS C EISENBERG ESQ 1.00 X 0 0 0 HON ANDRE A GELINAS 1.00 X 0 0 0 GERALD P HENDRICK ESQ 1.00 X 0 0 0 DENNIS M LINDGREN ESQ 1.00 X 0 0 0 ANGELA MCCONNEY SCHEEPERS ESQ 1.00 X 0 0 0 ANDREW A RAINER ESQ 1.00 X 0 0 0 ELIZABETH LYNCH 35.00 X X 117030 0 14012 117030 0 14012 1 0 0 0 0 58090 2039349 29544 2126983 67581 67581 5804683 5819954 -15271 -15271 -15271 2179293 0 0 52310 2543130 2543130 117030 117030 33045 33045 13241 13241 8158 8158 12670 12670 9500 9500 399 399 7047 7047 12927 12927 138 138 3348 3348 ADMINISTRATIVE FEES 48000 48000 POSTAGE AND SHIPPING 6197 6197 MISCELLANEOUS 1797 1797 PRINTING & PUBLICATION 1709 1709 5102 5102 2823438 2543130 280308 0 439962 279513 1065194 840363 132070 117194 217631 191148 1363 1363 18028 18028 138 0 5260901 4711506 11023 7181 7128282 6148268 43826 46151 1765000 1339980 1808826 1386131 X 1735424 1827514 3584032 2934623 5319456 4762137 7128282 6148268 -644145 86826 0 X X 0 1 X 1 0 X 4377612 2332944 2445561 2244396 2126983 13527496 4377612 2332944 2445561 2244396 2126983 13527496 3750 6450 33300 12375 9976 65851 0 3750 6450 33300 12375 9976 65851 13461645 427258 268976 227566 111506 67581 1102887 427258 268976 227566 111506 67581 1102887 4804870 2601920 2673127 2355902 2194564 14630383 0.92010 0.91680 0.07540 0.08050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3584032 2060545 15275 2725229 2934623 4887874 2186993 20445 3511280 3584032 6981583 2286535 243810 4624054 4887874 9860456 2277372 66356 5222601 6981583 11401964 4323094 591968 6456570 9860456 0.00000 0.00000 1.00000 0 0 18028 18028 0 0 FIXED INCOME SECURITIES 3784762 F EQUITY SECURITIES 438872 F COMMODITIES FUNDS 431994 F REAL ESTATE 55878 F 4711506 2318336 86826 52217 139043 2179293 0 2179293 2875655 52217 52217 2823438 0 2823438 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 ADVOCATES INC 237451423 501( C)(3) 10000 FMV N/A ADVOCACY, BENEFITS & LEGAL SERVICES PROGRAM AIDS ACTION COMMITTEE OF MASSACHUSETTS INC 222707246 501( C)(3) 12500 FMV N/A LEGAL SERVICES PROGRAM ALTERNATIVES FOR COMMUNITY & ENVIRONMENT 043228509 501( C)(3) 5000 FMV N/A LEGAL SERVICES PROGRAM BAR ASSOCIATION OF NORFOLK COUNTY 046170166 501( C)(6) 10000 FMV N/A EVENING LEGAL CLINICS BARNSTABLE COUNTY BAR ASSOCIATION 042653880 501( C)(6) 13000 FMV N/A LAWYER OF THE DAY PROGRAM BARNSTABLE COUNTY BAR ASSOCIATION 042653880 501( C)(6) 10000 FMV N/A BARNSTABLE COUNTY PRO BONO CONCILATION PROJECT BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY 042859886 501( C)(3) 32000 FMV N/A HOUSING SERVICES & MEDIATION PROGRAM BRISTOL COUNTY BAR ASSOCIATION 042944253 501( C)(6) 10000 FMV N/A BCBA PRO BONO CONCILATION PROJECT BROOKLINE COMMUNITY MENTAL HEALTH CENTER 042263744 501( C)(3) 25000 FMV N/A METROPOLITAN MEDIATION SERVICES CAPE COD DISPUTE RESOLUTION CENTER INC 043071311 501( C)(3) 13400 FMV N/A CAPE COD DISTRICT COURT MEDIATION PROGRAM CASA MYRNA VAZQUEZ INC 042625710 501( C)(3) 40000 FMV N/A LEGAL ADVOCACY PROGRAM CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC 042534041 501( C)(3) 15000 FMV N/A IMMIGRATION LEGAL SERVICES PROGRAM CATHOLIC SOCIAL SERVICES OF FALL RIVER INC 042106394 501( C)(3) 50000 FMV N/A IMMIGRATION LAW EDUCATION ADVOCACY PROJECT (ILEAP) CATHOLIC SOCIAL SERVICES OF FALL RIVER INC 042106394 501( C)(3) 58000 FMV N/A IMMIGRANT VICTIMS REPRESENTATION PROJECT CENTER FOR HUMAN DEVELOPMENT 042503926 501( C)(3) 11000 FMV N/A HIV/AIDS LAW CONSORTIUM OF WESTERN MA CHILDREN'S LAW CENTER OF MASSACHUSETTS INC 042622153 501( C)(3) 65000 FMV N/A CHILD & ADOLESCENT LEGAL SERVICES CHILDREN'S LAW CENTER OF MASSACHUSETTS INC 042622153 501( C)(3) 15000 FMV N/A EDLAW PROJECT COMMUNITY ACTION 042384972 501( C)(3) 11500 FMV N/A DIVORCE AND FAMILY MEDIATION PROGRAM COMMUNITY DISPUTE SETTLEMENT CENTER 043030799 501( C)(3) 30000 FMV N/A DIVORCE/PATERNITY AND DISTRICT COURT MEDIATION PROGRAM COMMUNITY LEGAL SERVICES AND COUNSELING CENTER 042470335 501( C)(3) 12500 FMV N/A DOMESTIC VIOLENCE AND CHILD SUPPORT PROJECT COMMUNITY LEGAL SERVICES AND COUNSELING CENTER 042470335 501( C)(3) 15000 FMV N/A HOMELESSNESS PREVENTION PROJECT COMMUNITY LEGAL SERVICES AND COUNSELING CENTER 042470335 501( C)(3) 40000 FMV N/A IMMIGRATION LAW PROJECT DISMAS HOUSE OF CENTRAL MASSACHUSETTS 542075825 501( C)(3) 18500 FMV N/A RESIDENT ATTORNEY ADVOCATE PROGRAM DISPUTE RESOLUTION SERVICES INC 042989822 501( C)(3) 15000 FMV N/A ATTORNEY MEDIATION TRAINING & SERVICES PROGRAM DOVE INC 042667808 501( C)(3) 18000 FMV N/A LEGAL ADVOCACY PROGRAM EMPLOYMENT OPTIONS INC 237089596 501( C)(3) 25000 FMV N/A CLUBHOUSE FAMILY LEGAL SUPPORT PROJECT ESSEX COUNTY BAR ASSOCIATION 042636299 501( C)(3) 21400 FMV N/A PRO BONO CONCILATION PROGRAM ESSEX COUNTY BAR ASSOCIATION 042636299 501( C)(3) 15000 FMV N/A PROBATE & FAMILY COURT LAWYER FOR THE DAY PROGRAM FAIR HOUSING CENTER OF GREATER BOSTON 043425772 501( C)(3) 10000 FMV N/A FAIR HOUSING ENFORCEMENT PROGRAM FAMILY SERVICE ASSOCIATION OF GREATER FALL RIVER 042104058 501( C)(3) 20000 FMV N/A GUARDIANSHIP SERVICES PROGRAM FINEX HOUSE 222479325 501( C)(3) 13000 FMV N/A LEGAL ADVOCACY PROJECT FRANKLIN COUNTY BAR ADVOCATES INC 042691327 501( C)(3) 37000 FMV N/A BAR ADVOCATES FOR CHILDREN GREATER BOSTON LEGAL SERVICES 042103907 501( C)(3) 30000 FMV N/A AFFORDABLE HOUSING PRESERVATION & FORCLOSURE PREVENTION PROJECT GREATER BOSTON LEGAL SERVICES 042103907 501( C)(3) 27300 FMV N/A FAMILY WORK AND WELFARE PROJECT GREATER BOSTON LEGAL SERVICES 042103907 501( C)(3) 17500 FMV N/A LOW-INCOME TAXPAYER ASSISTANCE PROJECT (LITAP) GREATER BOSTON LEGAL SERVICES 042103907 501( C)(3) 43200 FMV N/A PRO BONO EMPLOYMENT PROJECT GREATER BOSTON LEGAL SERVICES 042103907 501( C)(3) 65000 FMV N/A REFUGEES AND IMMIGRANTS PROTECTION PROJECT HAMPDEN COUNTY BAR ASSOCIATION 510139332 501( C)(6) 59000 FMV N/A CHILDREN'S LAW PROJECT HAMPSHIRE COUNTY BAR ASSOCIATION 223131516 501( C)(6) 9000 FMV N/A DOMESTIC RELATIONS PROGRAM FOR CHILDREN HAMPSHIRE COUNTY BAR ASSOCIATION 223131516 501( C)(6) 14000 FMV N/A HAMPSHIRE ELDER LAW PROGRAM(HELP) HOMEOWNER OPTIONS FOR MA ELDERS 042931627 501( C)(3) 10000 FMV N/A SENIOR HOMEOWNER DISPLACEMENT PREVENTION PROJECT IRISH IMMIGRATION CENTER 043063382 501( C)(3) 32500 FMV N/A IMMIGRANT SERVICES AND CITIZENSHIP PROGRAM JEANNE GEIGER CRISIS CENTER 222474823 501( C)(3) 12000 FMV N/A DOMESTIC VIOLENCE FAMILY LAW PROGRAM JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC 042104352 501( C)(3) 7500 FMV N/A LEGAL SERVICES FOR ELDERS JEWISH FAMILY SERVICE OF WORCESTER INC 042104350 501( C)(3) 18000 FMV N/A ELDER GUARDIANSHIP PROGRAM JRI HEALTH LAW INSTITUTE 042526357 501( C)(3) 20000 FMV N/A SERVING THE UNDERSERVED: CLOSER TO HOME LAWYERS CLEARINGHOUSE ON AFFORDABLE HOUSING & HOMELESSNESS INC 043501039 501( C)(3) 15000 FMV N/A COMMUNITY LEGAL REFERRAL PROGRAM LAWYERS COMMITTEE FOR CIVIL RIGHTS BOSTON BAR ASSOCIATION 043490614 501( C)(3) 7000 FMV N/A HEALTH DISPARITIES PROJECT LEGAL ADVOCACY AND RESOURCE CENTER INC 043443101 501( C)(3) 30000 FMV N/A LEGAL HOTLINE LUTHERAN SOCIAL SERVICES 042775393 501( C)(3) 40000 FMV N/A IMMIGRATION LEGAL ASSISTANCE PROGRAM MASSACHUSETTS ADVOCATES FOR CHILDREN 042488456 501( C)(3) 34000 FMV N/A CHILDREN'S LAW AND EDUCATION JUSTICE PROJECT MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY (MIRA) COALITION 223115048 501( C)(3) 20000 FMV N/A IMMIGRATION LAW TRAINING & TECHNICAL ASSISTANCE PROJECT MASSACHUSETTS JUSTICE PROJECT INC 043323539 501( C)(3) 17100 FMV N/A VOLUNTEERS FOR JUSTICE MASSACHUSETTS LAW REFORM INSTITUTE 046004303 501( C)(3) 25000 FMV N/A IMMIGRANTS PROTECTION PROJECT MEDIATION SERVICES OF NORTH CENTRAL MA INC 222881830 501( C)(3) 20000 FMV N/A COURT AND COMMUNITY MEDIATION PROGRAM MERRIMACK VALLEY LEGAL SERVICES INC 237381007 501( C)(3) 22500 FMV N/A DOMESTIC VIOLENCE ADVOCACY PROJECT MERRIMACK VALLEY LEGAL SERVICES INC 237381007 501( C)(3) 22500 FMV N/A CONSUMER LAW PROJECT METROWEST LEGAL SERVICES 043177488 501( C)(3) 35000 FMV N/A CHILDREN'S EDUCATION ADVOCACY PROGRAM METROWEST LEGAL SERVICES 043177488 501( C)(3) 50700 FMV N/A DOMESTIC VIOLENCE PROJECT METROWEST LEGAL SERVICES 043177488 501( C)(3) 20000 FMV N/A EVICTION DEFENSE/FORECLOSURE PREVENTION PROJECT METROWEST LEGAL SERVICES 043177488 501( C)(3) 12000 FMV N/A HOMELESS ADVOCACY PROJECT MIDDLESEX COUNTY BAR ASSOCIATION 222005076 501( C)(6) 10000 FMV N/A MCBA PRO BONO CONCILIATION PROGRAM NEIGHBORHOOD LEGAL SERVICES INC 042430192 501( C)(3) 28000 FMV N/A EVICTION LEGAL SERVICES & ELDER HOME PRESERVATION PROJECT NEIGHBORHOOD LEGAL SERVICES INC 042430192 501( C)(3) 37000 FMV N/A FAMILY LAW SUPPORT PROJECT NORTH SHORE COMMUNITY ACTION PROGRAMS INC 042385280 501( C)(3) 17000 FMV N/A HOUSING LAW PROJECT NORTH SHORE COMMUNITY MEDIATION INC 223293939 501( C)(3) 7500 FMV N/A DIVORCE & FAMILY COURT MEDIATION PROJECT PILGRIM ADVOCATES INC 042794733 501( C)(3) 12000 FMV N/A LAWYER OF THE DAY PROGRAM POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT 223003501 501( C)(3) 35000 FMV N/A DETENTION CENTER INITIATIVE POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT 223003501 501( C)(3) 60000 FMV N/A PRO BONO ASYLUM PROGRAM QUABBIN MEDIATION 043429086 501( C)(3) 7500 FMV N/A CENTRAL REGION COURT MEDIATION PROGRAM SAFE PASSAGE 010532835 501( C)(3) 10000 FMV N/A LEGAL REFERRAL PANEL SHELTER LEGAL SERVICES FOUNDATION INC 043212264 501( C)(3) 34000 FMV N/A VETERANS LEGAL SERVICES, SHELTER LEGAL SERVICES, PROJECT OUTREACH/CLASP SOMERVILLE COMMUNITY CORPORATION 237293380 501( C)(3) 15000 FMV N/A SOMERVILLE MEDIATION COURT/COMMUNITY PROJECT SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501( C)(3) 25000 FMV N/A ELDER LAW PROJECT SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501( C)(3) 30000 FMV N/A HOMELESSNESS PRESERVATION PROJECT SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501( C)(3) 15000 FMV N/A EDUCATION ADVOCACY PROJECT SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501( C)(3) 58000 FMV N/A IMMIGRATION LAW PROJECT VICTIM RIGHTS LAW CENTER 020588944 501( C)(3) 25000 FMV N/A RAPE SURVIVORS LAW PROJECT WE CAN 311777179 501( C)(3) 15000 FMV N/A WE CAN PRO BONO LEGAL CLINICS WOMEN'S BAR FOUNDATION OF MA INC 043228055 501( C)(3) 31700 FMV N/A FAMILY LAW PROJECT FOR BATTERED WOMEN THE WOMEN'S CENTER 042557022 501( C)(3) 35000 FMV N/A LEGAL ADVOCACY PROJECT WORCESTER COUNTY BAR ASSOCIATION 043009711 501( C)(6) 5760 FMV N/A REDUCED FEE PROGRAM YWCA OF CENTRAL MASSACHUSETTS 042105873 501( C)(3) 30000 FMV N/A DAYBREAK AND BWR COURT ADVOCACY PROGRAM VOLUNTEER LAWYERS PROJECT OF THE BBA 222486215 501( C)(3) 30000 FMV N/A SENIOR PARTNERS FOR JUSTICE-WEST CASA PROJECT INC 042711865 501( C)(3) 38400 FMV N/A CHINS CHILD PROTECTION PROJECT PRISONERS' LEGAL SERVICES 042523362 501( C)(3) 39000 FMV N/A CHRONIC AND INFECTIOUS DISEASE PROJECT PRISONERS' LEGAL SERVICES 042523362 501( C)(3) 25000 FMV N/A PRISON BRUTALITY AND HUMAN RIGHTS PROJECT COMMUNITY LEGAL AID INC 042446242 501( C)(3) 40000 FMV N/A FAMILY ADVOCATES OF CENTRAL MASSACHUSETTS COMMUNITY LEGAL AID INC 042446242 501( C)(3) 34000 FMV N/A FAMILY LAW ADVOCACY PROJECT-HAMPHIRE&FRANKLIN COUNTIES COMMUNITY LEGAL AID INC 042446242 501( C)(3) 42000 FMV N/A FAMILY LAW PROJECT-BERKSHIRE COUNTY COMMUNITY LEGAL AID INC 042446242 501( C)(3) 55000 FMV N/A HOUSING COURT INTERVENTION PROJECT-HAMPDEN COUNTY METROWEST MEDIATION SERVICES INC 042710084 501( C)(3) 15000 FMV N/A COURT MEDIATION SERVICES PROGRAM SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501( C)(3) 45000 FMV N/A PRIVATE ATTORNEY INVOLVEMENT PROJECT TRI-CITY COMMUNITY ACTION PROGRAM 042658101 501( C)(3) 30000 FMV N/A PRO BONO LEGAL PROJECT COMMUNITY LEGAL SERVICES AND COUNSELING CENTER 042470335 501( C)(3) 35000 FMV N/A DOMESTIC VIOLENCE AND CHILD SUPPORT ADVOCACY PROJECT COMMUNITY LEGAL SERVICES AND COUNSELING CENTER 042470335 501( C)(3) 10000 FMV N/A HOMELESSNESS PREVENTION PROJECT COMMUNITY LEGAL SERVICES AND COUNSELING CENTER 042470335 501( C)(3) 50000 FMV N/A IMMIGRATION LAW PROJECT PLYMOUTH COUNTY BAR ASSOCIATION 043110006 501( C)(3) 7500 FMV N/A PROBATE AND FAMILY COURT CONCILIATION PROGRAM SOUTH COASTAL COUNTIES LEGAL SERVICES INC 042607691 501( C)(3) 28000 FMV N/A MASS. LEGAL ASSISTANCE FOR SELF-SUFFICIENCY PROJECT MARK DOHERTY ASSISTANT TREASURER 0 MR. 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. 0 FORM 990, PART VI, SECTION B, LINE 11 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 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 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 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. 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) 9 N/A 0 MBA INSURANCE AGENCY INC 20 WEST STREET BOSTON MA 02111 043372475 INSURANCE BROKER MA N/A C 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 MASSACHUSETTS BAR ASSOCIATION P 250990 FMV MASSACHUSETTS BAR ASSOCIATION M 52217 FMV MASSACHUSETTS BAR INSTITUTE D 191148 FMV MASSACHUSETTS BAR INSTITUTE P 3348 FMV