2012-10-10T11:31:28-05:00 2012-05-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990 2011-06-01 166052602 ERIE COUNTY BAR FOUNDATION INC ERIE 7168528687 438 MAIN STREET NO 600 BUFFALO NY 14202 KATHERINE S BIFARO 7168528687 2012-10-10 1 JAMES M DUNN JR CPA P00029032 7168563300 2011 2016-02-24 21:20:13Z KATHERINE S BIFARO 438 MAIN STREET NO 600 BUFFALO NY 14202 393410 0 X WWW.ERIEBAR.ORG X 1957 NY THE FOUNDATION ASSISTS INDIGENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS. 15 15 4 15 0 0 237941 201717 0 0 5160 9695 0 0 243101 211412 123710 170619 0 0 40024 40968 0 0 25036 52160 52832 215894 264419 27207 -53007 981462 875278 66761 70653 914701 804625 THE FOUNDATION ASSISTS INDIGENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY BY PROVIDING LOANS, GRANTS, AND COUNSELING TO SUCH MEMBERS. 0 0 160619 160619 GENERAL PROGRAM GRANTS IN AID TO ASSIST INDIGENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY. 10000 10000 VOLUNTEER LAWYER PROGRAM - TO PROVIDE LEGAL SERVICES TO THOSE UNABLE TO AFFORD REPRESENTATION. 11149 COUNSELING - TO PROVIDE INTERVENTION, MONITORING, AND COUNSELING SERVICES FOR DEPRESSION. 181768 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 1 0 1 4 0 1 4 1 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 BRUCE S ZEFTEL 1.00 X X 0 0 0 ROGER L ROSS 1.00 X X 0 0 0 GREGORY L BROWN 1.00 X X 0 0 0 AYOKA TUCKER 1.00 X X 0 0 0 JOEL BROWNSTEIN 1.00 X 0 0 0 ROBERT N CONVISSAR 1.00 X 0 0 0 PATRICK B CURRAN 1.00 X 0 0 0 LENORA FOOTE-BEAVERS 1.00 X 0 0 0 WILLIAM R HITES 1.00 X 0 0 0 SUSAN S HOGAN 1.00 X 0 0 0 WILLIAM E LAWSON 1.00 X 0 0 0 THOMAS F KEEFE 1.00 X 0 0 0 TIMOTHY P NOONAN 1.00 X 0 0 0 SHARON ANSCOMBE OSGOOD 1.00 X 0 0 0 HON DONNA M SIWEK 1.00 X 0 0 0 KATHERINE S BIFARO 8.00 X 15556 108233 5363 15556 108233 5363 0 0 0 0 0 201717 201717 17865 17865 173828 181998 -8170 -8170 -8170 211412 0 0 9695 10000 10000 160619 160619 14637 14637 21467 9252 12215 2100 2100 2764 1830 934 2428 2428 18352 11149 7203 10161 4290 5871 14071 14071 3281 510 2771 1065 1065 UNCOLLECTED PLEDGES 3245 3245 AWARDS 229 229 264419 181768 57615 25036 117271 111418 5112 5275 3142 3139 47395 43617 760365 664205 48177 47624 981462 875278 24352 28552 42409 42101 66761 70653 X 526586 450745 88115 53880 300000 300000 914701 804625 981462 875278 X -53007 -57069 X 0 1 0 X 0 X 303590 230662 238630 237941 201717 1212540 303590 230662 238630 237941 201717 1212540 0 0 0 1212540 29161 20915 17580 19541 17865 105062 29161 20915 17580 19541 17865 105062 445 425 75 945 333196 252002 256285 257482 219582 1318547 0.91960 0.91460 0.07970 0.08440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 388115 -24235 10000 353880 352097 46264 10246 388115 343720 30877 22500 352097 372888 -29168 343720 1.00000 0 0 0 PREPAID EXPENSES 398 CASH SURRENDER VALUE LIFE INSURANCE 5125 DEFERRED COMPENSATION - MARKETABLE SECURITIES 42101 47624 DEFERRED COMPENSATION 42101 42101 211412 264419 -53007 -57069 -57069 -110076 151915 -57069 -57069 208984 2428 2428 211412 261991 0 261991 2428 2428 264419 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED TO FUND THE VOLUNTEER LAWYERS PROGRAM. 1 THE ERIE COUNTY BAR ASSOCIATION VOLUNTEER LAWYERS PROJECT INC 237 MAIN STREET SUITE 1000 BUFFALO NY 14203 161337417 501(C)3 10000 FMV TO PROVIDE PRO BONO LEGAL SERVICES TO THOSE IN NEED. 1 CASH ASSISTANCE AND COUNSELING TO PROVIDE STABILITY TO INDIGIENT MEMBERS OF THE BAR ASSOCIATION OF ERIE COUNTY. 34 160619 FMV PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 A PART OF THE GRANT-IN-AID PROCESS. FORM 990, PART VI, SECTION B, LINE 11 A BOARD MEMBER OF THE ERIE COUNTY BAR FOUNDATION PERFORMS AN IN-DEPTH REVIEW OF THE FORM 990 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -57,069. 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 9 BAR ASSOCIATION OF ERIE COUNTY 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 BAR ASSOCIATION OF ERIE COUNTY C 1290 FMV BAR ASSOCIATION OF ERIE COUNTY M 14071 FMV BAR ASSOCIATION OF ERIE COUNTY N 38899 FMV