MASSACHUSETTS BAR FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS BAR FOUNDATION INC (EIN 04-6130261)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201241319349302334
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T14:56:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043000523 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR & DREW PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BRAINTREE HILL OFC PK SUITE 102 | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046130261 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS BAR FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASS | NameControl |
| Phone | 6173380521 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY COHEN ESQ | Name |
| Title | PRESIDENT | Title |
| Phone | 6173380521 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A DIIULIS | Name |
| PTIN | P00303577 | PTIN |
| Phone | 6174711120 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JERRY COHEN ESQ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11062706 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASSBARFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 140 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2445004 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2244396 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 610018 | InvestmentIncomePriorYear |
| Investment Income Current Year | 289766 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3055022 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2534162 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4610710 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3397671 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 234387 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 214251 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 102596 | OtherExpensePriorYear |
| Other Expenses Current Year | 130922 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4947693 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3742844 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1892671 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1208682 | RevenuesLessExpensesCY |
| Total Assets BOY | 9251728 | TotalAssetsBOY |
| Total Assets EOY | 7128282 | TotalAssetsEOY |
| Total Liabilities BOY | 2464531 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1808826 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6787197 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5319456 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3339171 | Expense |
| Description | IOLTA GRANTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 42754 | Expense |
| Description | FELLOWS GRANTS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3746 | Expense |
| Description | SMITH FUND GRANTS | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 3000 | NAPOLITANO FUND GRANTS - TO SUPPORT SUMMER LAW STUDENT INTERNSHIP AT THE MASSACHUSETTS COMMISSION AGAINST DISCRIMINATION |
| 1000 | MLGBA GRAY SCHOLARSHIP |
| 6000 | EDWARD F. HENNESSEY GRANTS |
| 2000 | WORCESTER COUNTY BAR FOUNDATION GRANTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12000 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 3397671 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK DOHERTY - ASSISTANT TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173380521 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021111218 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | Average Hours Per WeekAverageHoursPerWeek | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| JERRY COHEN ESQ | ||||||||
| PRESIDENT | X | X | 0 | 0 | 0 | |||
| ROBERT J AMBROGI ESQ | ||||||||
| VICE PRESIDENT | X | X | 0 | 0 | 0 | |||
| JANET F ASERKOFF ESQ | ||||||||
| TREASURER | X | X | 0 | 0 | 0 | |||
| LAWRENCE J FARBER ESQ | ||||||||
| SECRETARY | X | X | 0 | 0 | 0 | |||
| JOSEPH P J VRABEL ESQ | ||||||||
| PAST PRESIDENT | 0 | 0 | 0 | X | ||||
| JEFF CATALANO | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| HON FRANCIS R FECTEAU | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| HON ANNE M GEOFFRION | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| HON WENDIE I GERSHENGORN | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| DANIEL J GLEASON ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| RICHARD J GRAHN ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| KATHERINE A HESSE | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| LAURENCE M JOHNSON ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| MARSHA V KAZAROSIAN | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| KEVIN G KENNEALLY ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| HON ANTOINETTE E M LEONEY | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| EDWARD W MCINTYRE ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| ROBERT V WARD JR ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| HARVEY WEINER ESQ | ||||||||
| TRUSTEE | 0 | 0 | 0 | X | ||||
| ELIZABETH LYNCH | ||||||||
| EXECUTIVE DIRECTOR | X | 115000 | 0 | 1112 | 35.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 115000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1112 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 101381 | MembershipDues |
| Government Grants | 2143015 | GovernmentGrants |
| Total Contributions | 2244396 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111506 | TotalRevenueColumn |
| Exclusion | $111,506 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8706804 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8528544 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 178260 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 178260 | TotalRevenueColumn |
| Exclusion | $178,260 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2534162 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $289,766 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3397671 | Total |
| Program Services | 3397671 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115000 | Total |
| Management And General | 115000 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52638 | Total |
| Management And General | 52638 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16878 | Total |
| Management And General | 16878 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15250 | Total |
| Management And General | 15250 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14485 | Total |
| Management And General | 14485 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9500 | Total |
| Management And General | 9500 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1342 | Total |
| Management And General | 1342 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6545 | Total |
| Management And General | 6545 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14852 | Total |
| Management And General | 14852 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 467 | Total |
| Management And General | 467 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3348 | Total |
| Management And General | 3348 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| ADMINISTRATIVE FEES | 48000 | 48000 |
| PLEDGES WRITEOFF | 28552 | 28552 |
| PRINTING & PUBLICATION | 5247 | 5247 |
| POSTAGE AND SHIPPING | 4957 | 4957 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8112 | Total |
| Management And General | 8112 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3742844 | Total |
| Program Services | 3397671 | ProgramServices |
| Management And General | 345173 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382911 | BOY |
| EOY | 439962 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597996 | BOY |
| EOY | 1065194 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159495 | BOY |
| EOY | 132070 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 246558 | BOY |
| EOY | 217631 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1363 | BOY |
| EOY | 1363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18028 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17890 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605 | BOY |
| EOY | 138 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7836760 | BOY |
| EOY | 5260901 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26040 | BOY |
| EOY | 11023 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9251728 | BOY |
| EOY | 7128282 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54836 | BOY |
| EOY | 43826 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2409695 | BOY |
| EOY | 1765000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2464531 | BOY |
| EOY | 1808826 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1864499 | BOY |
| EOY | 1735424 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4922698 | BOY |
| EOY | 3584032 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6787197 | BOY |
| EOY | 5319456 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9251728 | BOY |
| EOY | 7128282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1208682 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -259059 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8226888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4377612 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2332944 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2445561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2244396 | CurrentTaxYear |
| Total | 19627401 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8226888 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4377612 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2332944 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2445561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2244396 | CurrentTaxYear |
| Total | 19627401 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12375 | CurrentTaxYear |
| Total | 57275 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3750 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6450 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12375 | CurrentTaxYear |
| Total | 57275 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19570126 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 682541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427258 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 268976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 227566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111506 | CurrentTaxYear |
| Total | 1717847 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 682541 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 427258 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 268976 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 227566 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111506 | CurrentTaxYear |
| Total | 1717847 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8909429 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4804870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2601920 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2673127 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2355902 | CurrentTaxYear |
| Total | 21345248 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91680 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91600 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08190 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4887874 | BeginningOfYearBalance |
| Contributions | 2186993 | Contributions |
| Investment Earnings Or Losses | 20445 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3511280 | GrantsOrScholarships |
| End Of Year Balance | 3584032 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6981583 | BeginningOfYearBalance |
| Contributions | 2286535 | Contributions |
| Investment Earnings Or Losses | 243810 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4624054 | GrantsOrScholarships |
| End Of Year Balance | 4887874 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9860456 | BeginningOfYearBalance |
| Contributions | 2277372 | Contributions |
| Investment Earnings Or Losses | 66356 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5222601 | GrantsOrScholarships |
| End Of Year Balance | 6981583 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11401964 | BeginningOfYearBalance |
| Contributions | 4323094 | Contributions |
| Investment Earnings Or Losses | 591968 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6456570 | GrantsOrScholarships |
| End Of Year Balance | 9860456 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18028 | OtherCostOrOtherBasis |
| Depreciation | 17890 | Depreciation |
| Book Value | 138 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 138 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FIXED INCOME SECURITIES | 4498761 | F |
| EQUITY SECURITIES | 442626 | F |
| COMMODITIES FUNDS | 271078 | F |
| REAL ESTATE | 48436 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 5260901 | TotalOfBookValueSecurities |
| Total Revenue | 2534162 | TotalRevenue |
| Total Expenses | 3742844 | TotalExpenses |
| Excess Or Deficit For Year | -1208682 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -259059 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -259059 | TotalAdjustments |
| Excess Or Deficit Per FS | -1467741 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2307792 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -259059 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 32689 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -226370 | RevenueNotRptdF990 |
| Revenue Subtotal | 2534162 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2534162 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3775533 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 32689 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 32689 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3742844 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3742844 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (103 entries)
| EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| ADVOCATES INC | |||||
| 237451423 | 501( C)(3) | 14450 | FMV | N/A | ADVOCACY, BENEFITS & LEGAL SERVICES PROGRAM |
| AIDS ACTION COMMITTEE OF MASSACHUSETTS INC | |||||
| 222707246 | 501( C)(3) | 15000 | FMV | N/A | LEGAL SERVICES PROGRAM |
| ALTERNATIVES FOR COMMUNITY & ENVIRONMENT | |||||
| 043228509 | 501( C)(3) | 15000 | 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) | 15000 | 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 COMMUNITY ACTION COUNCIL INC | |||||
| 042422074 | 501( C)(3) | 22000 | FMV | N/A | BERKSHIRE IMMIGRANT CENTER |
| BERKSHIRE COUNTY REGIONAL HOUSING AUTHORITY | |||||
| 042859886 | 501( C)(3) | 36000 | FMV | N/A | HOUSING SERVICES & MEDIATION PROGRAM |
| BOSTON MEDICAL CENTER | |||||
| 043314093 | 501( C)(3) | 5000 | FMV | N/A | MLPC COMMUNITY HEALTH CTR LEGAL CLINIC PROJECT |
| 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) | 30000 | FMV | N/A | METROPOLITAN MEDIATION SERVICES |
| CAPE COD DISPUTE RESOLUTION CENTER INC | |||||
| 043071311 | 501( C)(3) | 16000 | 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) | 40000 | FMV | N/A | IMMIGRATION LEGAL SERVICES PROGRAM |
| CATHOLIC SOCIAL SERVICES OF FALL RIVER INC | |||||
| 042106394 | 501( C)(3) | 57500 | FMV | N/A | IMMIGRATION LAW EDUCATION ADVOCACY PROJECT (ILEAP) |
| CATHOLIC SOCIAL SERVICES OF FALL RIVER INC | |||||
| 042106394 | 501( C)(3) | 65000 | FMV | N/A | IMMIGRANT VICTIMS REPRESENTATION PROJECT |
| CENTER FOR HUMAN DEVELOPMENT | |||||
| 042503926 | 501( C)(3) | 12500 | FMV | N/A | HIV/AIDS LAW CONSORTIUM OF WESTERN MA |
| CENTER FOR PUBLIC REPRESENTATION | |||||
| 042760470 | 501( C)(3) | 10000 | FMV | N/A | BRAIN INJURY COMMUNITY INTEGRATION PROJECT |
| CHILDREN'S LAW CENTER OF MASSACHUSETTS INC | |||||
| 042622153 | 501( C)(3) | 72500 | FMV | N/A | CHILD & ADOLESCENT LEGAL SERVICES |
| CHILDREN'S LAW CENTER OF MASSACHUSETTS INC | |||||
| 042622153 | 501( C)(3) | 20000 | FMV | N/A | EDLAW PROJECT |
| COMMUNITY ACTION | |||||
| 042384972 | 501( C)(3) | 15000 | 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) | 35000 | FMV | N/A | DOMESTIC VIOLENCE AND CHILD SUPPORT PROJECT |
| COMMUNITY LEGAL SERVICES AND COUNSELING CENTER | |||||
| 042470335 | 501( C)(3) | 13000 | FMV | N/A | HOMELESSNESS PREVENTION PROJECT |
| COMMUNITY LEGAL SERVICES AND COUNSELING CENTER | |||||
| 042470335 | 501( C)(3) | 50000 | 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) | 20000 | FMV | N/A | ATTORNEY MEDIATION TRAINING & SERVICES PROGRAM |
| DOVE INC | |||||
| 042667808 | 501( C)(3) | 18000 | FMV | N/A | LEGAL ADVOCACY PROGRAM |
| ECUMENICAL SOCIAL ACTION COMMITTEE INC | |||||
| 042455301 | 501( C)(3) | 10000 | FMV | N/A | FORECLOSURE PREVENTION PROGRAM |
| EMPLOYMENT OPTIONS INC | |||||
| 237089596 | 501( C)(3) | 30000 | FMV | N/A | CLUBHOUSE FAMILY LEGAL SUPPORT PROJECT |
| ESSEX COUNTY BAR ASSOCIATION | |||||
| 042636299 | 501( C)(3) | 32500 | FMV | N/A | PRO BONO CONCILATION PROGRAM |
| ESSEX COUNTY BAR ASSOCIATION | |||||
| 042636299 | 501( C)(3) | 25000 | FMV | N/A | PROBATE & FAMILY COURT LAWYER FOR THE DAY PROGRAM |
| FAIR HOUSING CENTER OF GREATER BOSTON | |||||
| 043425772 | 501( C)(3) | 20000 | 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) | 40000 | 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) | 26000 | FMV | N/A | LOW-INCOME TAXPAYER ASSISTANCE PROJECT (LITAP) |
| GREATER BOSTON LEGAL SERVICES | |||||
| 042103907 | 501( C)(3) | 45000 | 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) | 70000 | FMV | N/A | CHILDREN'S LAW PROJECT |
| HAMPSHIRE COUNTY BAR ASSOCIATION | |||||
| 223131516 | 501( C)(6) | 10000 | FMV | N/A | DOMESTIC RELATIONS PROGRAM FOR CHILDREN |
| HAMPSHIRE COUNTY BAR ASSOCIATION | |||||
| 223131516 | 501( C)(6) | 18000 | FMV | N/A | HAMPSHIRE ELDER LAW PROGRAM(HELP) |
| HOMEOWNER OPTIONS FOR MA ELDERS | |||||
| 042931627 | 501( C)(3) | 29750 | FMV | N/A | SENIOR HOMEOWNER DISPLACEMENT PREVENTION PROJECT |
| IRISH IMMIGRATION CENTER | |||||
| 043063382 | 501( C)(3) | 35000 | 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) | 10000 | FMV | N/A | LEGAL SERVICES FOR ELDERS |
| JEWISH FAMILY SERVICE OF WORCESTER INC | |||||
| 042104350 | 501( C)(3) | 20000 | 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) | 17500 | FMV | N/A | COMMUNITY LEGAL REFERRAL PROGRAM |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS BOSTON BAR ASSOCIATION | |||||
| 043490614 | 501( C)(3) | 7500 | 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) | 50000 | 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) | 11000 | FMV | N/A | IMMIGRATION LAW TRAINING & TECHNICAL ASSISTANCE PROJECT |
| MASSACHUSSETTS JUSTICE PROJECT | |||||
| 043323539 | 501( C)(3) | 15000 | FMV | N/A | HOLYOKE MEDICAL LEGAL PARTNERSHIP |
| MASSACHUSETTS JUSTICE PROJECT INC | |||||
| 043323539 | 501( C)(3) | 25000 | FMV | N/A | VOLUNTEERS FOR JUSTICE |
| MASSACHUSETTS LAW REFORM INSTITUTE | |||||
| 046004303 | 501( C)(3) | 35000 | FMV | N/A | IMMIGRANTS PROTECTION PROJECT |
| MEDIATION SERVICES OF NORTH CENTRAL MA INC | |||||
| 222881830 | 501( C)(3) | 30000 | FMV | N/A | COURT AND COMMUNITY MEDIATION PROGRAM |
| MERRIMACK VALLEY LEGAL SERVICES INC | |||||
| 237381007 | 501( C)(3) | 30000 | FMV | N/A | DOMESTIC VIOLENCE ADVOCACY PROJECT |
| MERRIMACK VALLEY LEGAL SERVICES INC | |||||
| 237381007 | 501( C)(3) | 30000 | FMV | N/A | CONSUMER LAW PROJECT |
| METROWEST LEGAL SERVICES | |||||
| 043177488 | 501( C)(3) | 40000 | FMV | N/A | CHILDREN'S EDUCATION ADVOCACY PROGRAM |
| METROWEST LEGAL SERVICES | |||||
| 043177488 | 501( C)(3) | 55400 | 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) | 20000 | FMV | N/A | MCBA PRO BONO CONCILIATION PROGRAM |
| NEIGHBORHOOD LEGAL SERVICES INC | |||||
| 042430192 | 501( C)(3) | 30000 | FMV | N/A | EVICTION LEGAL SERVICES & ELDER HOME PRESERVATION PROJECT |
| NEIGHBORHOOD LEGAL SERVICES INC | |||||
| 042430192 | 501( C)(3) | 55000 | FMV | N/A | FAMILY LAW SUPPORT PROJECT |
| NORTH SHORE COMMUNITY ACTION PROGRAMS INC | |||||
| 042385280 | 501( C)(3) | 20000 | FMV | N/A | HOMELESSNESS PREVENTION LAW PROJECT |
| NORTH SHORE COMMUNITY MEDIATION INC | |||||
| 223293939 | 501( C)(3) | 5000 | 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) | 45000 | FMV | N/A | DETENTION CENTER INITIATIVE |
| POLITICAL ASYLUMIMMIGRATION REPRESENTATION PROJECT | |||||
| 223003501 | 501( C)(3) | 65000 | FMV | N/A | PRO BONO ASYLUM PROGRAM |
| QUABBIN MEDIATION | |||||
| 043429086 | 501( C)(3) | 10000 | FMV | N/A | CENTRAL REGION COURT MEDIATION PROGRAM |
| SAFE PASSAGE | |||||
| 010532835 | 501( C)(3) | 15000 | 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) | 30000 | FMV | N/A | ELDER LAW PROJECT |
| SOUTH COASTAL COUNTIES LEGAL SERVICES INC | |||||
| 042607691 | 501( C)(3) | 35000 | FMV | N/A | HOMELESSNESS PRESERVATION PROJECT |
| SOUTH COASTAL COUNTIES LEGAL SERVICES INC | |||||
| 042607691 | 501( C)(3) | 30000 | FMV | N/A | EDUCATION ADVOCACY PROJECT |
| SOUTH COASTAL COUNTIES LEGAL SERVICES INC | |||||
| 042607691 | 501( C)(3) | 65000 | FMV | N/A | IMMIGRATION LAW PROJECT |
| VICTIM RIGHTS LAW CENTER | |||||
| 020588944 | 501( C)(3) | 30000 | 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) | 40000 | 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) | 33800 | FMV | N/A | DAYBREAK AND BWR COURT ADVOCACY PROGRAM |
| VOLUNTEER LAWYERS PROJECT OF THE BBA | |||||
| 222486215 | 501( C)(3) | 41500 | FMV | N/A | SENIOR PARTNERS FOR JUSTICE-WEST |
| CASA PROJECT INC | |||||
| 042711865 | 501( C)(3) | 39540 | 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) | 20000 | FMV | N/A | FAMILY ADVOCATES OF CENTRAL MASSACHUSETTS |
| COMMUNITY LEGAL AID INC | |||||
| 042446242 | 501( C)(3) | 23000 | FMV | N/A | FAMILY LAW ADVOCACY PROJECT-HAMPHIRE&FRANKLIN COUNTIES |
| COMMUNITY LEGAL AID INC | |||||
| 042446242 | 501( C)(3) | 55000 | FMV | N/A | FAMILY LAW PROJECT-BERKSHIRE COUNTY |
| COMMUNITY LEGAL AID INC | |||||
| 042446242 | 501( C)(3) | 50000 | FMV | N/A | HOUSING COURT INTERVENTION PROJECT-HAMPDEN COUNTY |
| COMMUNITY LEGAL AID INC | |||||
| 042446242 | 501( C)(3) | 48000 | FMV | N/A | HOUSING COURT INTERVENTION PROJECT-HAMPSHIRE&FRANKLIN COUNTIES |
| COMMUNITY LEGAL AID INC | |||||
| 042446242 | 501( C)(3) | 47000 | FMV | N/A | PRO SE LITIGANTS IN FAMILY COURT |
| COMMUNITY LEGAL AID INC | |||||
| 042446242 | 501( C)(3) | 60000 | FMV | N/A | ZARROW HOMELESS ADVOCACY PROJECT |
| METROWEST MEDIATION SERVICES INC | |||||
| 042710084 | 501( C)(3) | 17000 | FMV | N/A | COURT MEDIATION SERVICES PROGRAM |
| SOUTH COASTAL COUNTIES LEGAL SERVICES INC | |||||
| 042607691 | 501( C)(3) | 60000 | FMV | N/A | PRIVATE ATTORNEY INVOLVEMENT PROJECT |
| TRI-CITY COMMUNITY ACTION PROGRAM | |||||
| 042658101 | 501( C)(3) | 35000 | FMV | N/A | PRO BONO LEGAL PROJECT |
| FLASCHNER JUDICIAL INSTITUTE | |||||
| 042636739 | 501( C)(6) | 350000 | FMV | N/A | EDUCATIONAL PROGRAM FOR JUDGES 2 YEAR GRANT (2011-2013) |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK DOHERTY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ASSISTANT TREASURER | Relationship |
| Amount Of Transaction | 0 | AmountOfTransaction |
| Description Of Transaction | 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. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -259,059. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, 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/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| 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) | N/A | 0 | 9 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBA INSURANCE AGENCY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WEST STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043372475 | EIN |
| Primary Activity | INSURANCE BROKER | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MASSACHUSETTS BAR ASSOCIATION | ||
| O | 292978 | FMV |
| MASSACHUSETTS BAR ASSOCIATION | ||
| L | 32689 | FMV |
| MASSACHUSETTS BAR INSTITUTE | ||
| D | 217631 | FMV |
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