2024-05-15T08:23:50-05:00 2023-12-31 251622758 MAHER DUESSEL CPA'S 1800 LINGLESTOWN ROAD SUITE 306 HARRISBURG PA 17110 990 2023-01-01 232303925 PENNSYLVANIA BAR FOUNDATION PENN 7172386715 PO BOX 186 HARRISBURG PA 171080186 HELEN L GEMMILL TREASURER 7172386715 2024-05-15 1 HELEN GEMMILL 999009999 0 LISA RITTER P00168809 7172321230 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z MATTHEW HOLLIDAY PO BOX 186 HARRISBURG PA 171080186 993864 0 X PABARFOUNDATION.ORG X 1984 PA SUPPORT PROGRAMS THAT INCREASE PUBLIC UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE.THE MISSION OF THE PENNSYLVANIA BAR FOUNDATION IS TO SUPPORT PROGRAMS THAT INCREASE THE PUBLIC'S UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAKING GRANTS; ADMINISTERING A LOAN REPAYMENT ASSISTANCE PROGRAM FOR CIVIL LEGAL AID ATTORNEYS WHO HELP THE POOR FOR FREE; SEEKING FINANCIAL SUPPORT FROM INDIVIDUALS AND ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE LEGAL COMMUNITY; AND ENCOURAGING BAR MEMBERS TO DONATE THEIR TIME, TALENT AND EXPERTISE IN SERVICE TO THE PUBLIC. 22 22 0 60 0 0 84486 147946 452513 475724 33701 54562 15538 35796 586238 714028 473830 486249 0 0 0 0 0 0 527 91695 98046 565525 584295 20713 129733 2322185 2176206 1077221 710570 1244964 1465636 X THE MISSION OF THE PENNSYLVANIA BAR FOUNDATION IS TO SUPPORT PROGRAMS THAT INCREASE THE PUBLIC'S UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE. 0 0 447881 446381 475724 LOAN REPAYMENT ASSISTANCE PROGRAMIN SEPTEMBER OF 2010, THE PENNSYLVANIA BAR FOUNDATION, IN CONJUNCTION WITH THE PENNSYLVANIA IOLTA BOARD, LAUNCHED A LOAN REPAYMENT ASSISTANCE PROGRAM FOR ATTORNEYS EMPLOYED BY IOLTA-FUNDED ORGANIZATIONS THAT PROVIDE FREE CIVIL LEGAL AID TO INDIGENT PENNSYLVANIANS.THE PROGRAM HAS TWO GOALS: 1) TO ASSIST LEGAL AID ATTORNEYS IN BETTER MANAGING THEIR EDUCATIONAL DEBT SO THEY CAN AFFORD TO CHOOSE AND REMAIN IN PUBLIC SERVICE CAREERS; AND 2) TO HELP CIVIL LEGAL AID ORGANIZATIONS ATTRACT AND RETAIN SKILLED AND TALENTED LAWYERS IN PUBLIC SERVICE.TO DATE, THE PROGRAM HAS PROVIDED LOAN REPAYMENT ASSISTANCE TO MORE THAN 400 ATTORNEYS AND IS BUDGETED TO AWARD MORE THAN TWO MILLION DOLLARS IN LOAN ASSISTANCE DURING ITS FIFTH THREE YEAR CYCLE. 9000 9000 SCHOLARSHIPS -THE JAMES W. STOUDT MEMORIAL SCHOLARSHIP FUND OF THE PENNSYLVANIA BAR FOUNDATION AWARDS MODEST SCHOLARSHIPS TO PENNSYLVANIA RESIDENTS ATTENDING ANY ONE OF THE NINE ACCREDITED LAW SCHOOLS SERVING PENNSYLVANIA. THE SCHOLARSHIP FUND IS SUPPORTED BY THE NET PROCEEDS OF AN ANNUAL SILENT AUCTION.IN 2023, THE FOUNDATION AWARDED THREE $3,000 SCHOLARSHIPS. THE SCHOLARSHIPS ARE AWARDED COMPETITIVELY, BASED ON THE APPLICANT'S ACADEMIC PROGRESS, FINANCIAL NEED, PENNSYLVANIA RESIDENCY, RECOMMENDATIONS, AND POTENTIAL FOR MAKING A CONTRIBUTION TO THE LEGAL PROFESSION EITHER THROUGH ANTICIPATED LEGAL WORK OR OTHER EFFORTS AS DISCUSSED IN THE APPLICANT'S ESSAY. TWO OF THE SCHOLARSHIPS ARE SPECIFICALLY DEDICATED TO THE SUPPORT OF HISTORICALLY UNDERREPRESENTED MINORITY LAW STUDENTS.SINCE ITS INCEPTION IN 2003, THE PROGRAM HAS AWARDED MORE THAN $210,000, HELPING MORE THAN 130 PENNSYLVANIA LAW STUDENTS OFFSET SOME OF THE COSTS ASSOCIATED WITH THEIR LAW SCHOOL EDUCATION. 7950 7950 HIGH SCHOOL MOCK TRIAL COMPETITION -MOCK TRIAL PROGRAMS GIVE STUDENTS AN INSIDER PERSPECTIVE ON THE LEGAL SYSTEM, PROVIDING THEM WITH AN UNDERSTANDING OF THE MECHANISM THROUGH WHICH SOCIETY CHOOSES TO RESOLVE MANY OF ITS DISPUTES.EACH YEAR, THE PENNSYLVANIA ANNUAL HIGH SCHOOL MOCK TRIAL COMPETITION GIVES OVER 300 HIGH SCHOOL STUDENT TEAMS FROM ACROSS THE STATE THE OPPORTUNITY TO ACT AS LAWYERS AND WITNESSES IN SIMULATED CIVIL AND CRIMINAL TRIALS BEFORE ACTUAL JUDGES AND PANELS OF JURORS. PARTICIPATION IN THE PERFORMANCE-BASED, HANDS-ON PROGRAM NOT ONLY PROVIDES STUDENTS WITH A PRACTICAL KNOWLEDGE ABOUT HOW OUR LEGAL SYSTEM OPERATES AND WHO THE MAJOR PLAYERS ARE IN THAT SYSTEM, BUT ALSO GIVES THEM THE OPPORTUNITY TO LEARN AND TO IMPROVE IMPORTANT LIFE SKILLS LIKE ORAL ADVOCACY, CRITICAL THINKING, EFFECTIVE COMMUNICATION, QUALITY PREPARATION, TEAMWORK, AND THE IMPORTANCE OF FOLLOWING THE RULES. THEIR EFFORTS CULMINATE IN A STATEWIDE FINAL COMPETITION HELD ANNUALLY IN THE STATE CAPITAL. FOUNDATION FUNDING SUPPORTS THE RECORDING OF THE COMPETITION FOR THE BENEFIT OF FUTURE COMPETITORS. 22918 22918 PRO BONO - $6,500CIVICS AND LAW-RELATED EDUCATION - $6,000MINORITY BAR LAW DAY - $3,336NAMED SCHOLARSHIPS - $3,000UNIT COUNTY GRANT MATCHING PROGRAM - $2,850GOFFMAN AWARD - $1,232 22918 22918 487749 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MATTHEW HOLLIDAY 7172386715 PO BOX 186 HARRISBURG PA 171080186 X MICHAEL B JONES PRESIDENT 2.00 X X 0 0 0 LARRY E COPLOFF VICE PRESIDENT 1.50 X X 0 0 0 CHRISTINE HALL MCCLURE SECRETARY 0.75 X X 0 0 0 HELEN L GEMMILL TREASURER 1.00 X X 0 0 0 JEFFREY M BOWER IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 SARA A AUSTIN DIRECTOR 0.25 X 0 0 0 CHESTER C CORSE JR DIRECTOR 0.50 X 0 0 0 A MICHAEL SNYDER DIRECTOR 0.25 X 0 0 0 JONATHAN KOLTASH DIRECTOR 1.50 X 0 0 0 BERNADETTE M HOHENADEL DIRECTOR 0.25 X 0 0 0 CHRISTOPHER G GVOZDICH DIRECTOR 0.50 X 0 0 0 STEPHANIE F LATIMORE DIRECTOR 0.25 X 0 0 0 JAMES P VALENTINE DIRECTOR 0.25 X 0 0 0 ANNE N JOHN DIRECTOR 0.25 X 0 0 0 WESLEY R PAYNE IV DIRECTOR 0.25 X 0 0 0 BRIAN J LINDSAY DIRECTOR 0.25 X 0 0 0 RHODIA D THOMAS DIRECTOR 0.50 X 0 0 0 MELINDA C GHILARDI DESIGNATED DIRECTOR 0.25 X 0 0 0 CHARLES EPPOLITO III DESIGNATED DIRECTOR 0.25 X 0 0 0 JAY SILBERBLATT DIRECTOR, THRU 5/5/23 0.25 X 0 0 0 PAUL EDGER DESIGNATED DIRECTOR, THRU 5/5/23 0.25 X 0 0 0 MATTHEW CREME DESIGNATED DIRECTOR, THRU 5/5/23 0.25 X 0 0 0 ROBERT JOSEPH LANDY DESIGNATED DIRECTOR, EFFECTIVE 5/5/23 0.25 X 0 0 0 KAREN E GRETHLEIN DESIGNATED DIRECTOR, EFFECTIVE 5/5/23 0.25 X 0 0 0 MICHAEL J MCDONALD DESIGNATED DIRECTOR, EFFECTIVE 5/6/23 0.25 X 0 0 0 0 0 0 0 0 0 0 0 5900 142046 147946 LRAP PROGRAM 900099 475724 475724 475724 22629 22629 17695 6857 10838 10838 10838 293940 262007 31933 31933 31933 34000 5900 10972 23028 23028 MISCELLANEOUS 900099 1930 1930 1930 714028 475724 0 90358 26636 26636 459613 459613 7650 7650 527 527 62823 62823 1500 1500 1339 1339 626 626 678 678 MISCELLANEOUS 20403 20403 REAL ESTATE APPRAISAL 2500 2500 584295 487749 96019 527 1066195 818038 67451 61393 32453 32491 130962 98110 1798 3314 144422 19914 125134 124508 898192 1038352 2322185 2176206 935108 16680 110101 661878 32012 32012 1077221 710570 X 883586 1038463 361378 427173 1244964 1465636 2322185 2176206 129733 90939 0 X X 0 1 X 1 0 X 81495 85944 82070 84486 147946 481941 81495 85944 82070 84486 147946 481941 707 481234 58870 122261 66313 51395 72255 371094 31026 13218 3207 15185 34000 96636 949671 2368886 0.50670 0.48400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 336481 26030 41573 1724 402360 372557 11880 -46743 1213 336481 335262 7192 32441 2338 372557 309383 4583 23554 2258 335262 264517 6643 39456 1233 309383 0.36120 0.57690 0.06190 0 0 120000 120000 24422 19914 4508 124508 822796 90939 17829 108768 714028 0 714028 602124 17829 17829 584295 0 584295 PART IV, LINE 2B: ON FEBRUARY 1994 THE EXECUTIVE COMMITTEE OF THE PENNSYLVANIA BAR FOUNDATION APPROVED ACCEPTING ALL FUNDS OF PENNSYLVANIA FUTURES COMMISSION WHICH WERE CURRENTLY BEING HELD BY THE PENNSYLVANIA BAR ASSOCIATION AND APPROVED THE CHAIR APPOINTING A COMMITTEE TO APPROVE EXPENDITURES FROM THIS FUND FOR THE PENNSYLVANIA FUTURES COMMISSION. PART V, LINE 4: THE FOUNDATION'S BOARD DESIGNATED PORTION OF ENDOWMENT FUNDS WILL BE SPENT FOR THE BENEFIT OF THE FOUNDATION'S CHARITABLE PURPOSES. THE FOUNDATION'S TEMPORARILY RESTRICTED ENDOWMENT FUNDS WILL BE SPENT ON PRO-BONO SERVICES UNDER THE GOFFMAN AWARD FUND. THE FOUNDATION'S KEYSTONE PERMANENTLY RESTRICTED ENDOWMENT FUNDS AND THE LOUIS J. GOFFMAN PERMANENTLY RESTRICTED ENDOWMENT FUND ARE INVESTED IN PERPETUITY FOR WHICH ONLY INCOME IS EXPENDABLE TO SUPPORT THE DONOR-STIPULATED PROGRAM. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES LISTED ON LINE 6B OF FORM 990 PART VIII 6,857. FUNDRAISING EXPENSES LISTED ON LINE 8B OF FORM 990 PART VIII 10,972. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES LISTED ON LINE 6B OF FORM 990 PART VIII 6,857. FUNDRAISING EXPENSES LISTED ON LINE 8B OF FORM 990 PART VIII 10,972. SILENT AUCTION 24150 1000 23150 655 1021 FALL EVENT 15750 4900 10850 700 7826 770 1 39900 5900 34000 1355 7826 1791 10972 23028 1 PA BAR ASSOCIATION 100 SOUTH STREET PO BOX 186 HARRISBURG PA 17108 230954940 501(C)6 23786 0 MINORITY LAW DAY, LAW RELATED EDUCATION, PRO BONO, MOCK TRIAL 1 LOAN REPAYMENT ASSISTANCE 105 446380 SCHOLARSHIPS 4 13233 PART I, LINE 2: THE PENNSYLVANIA BAR FOUNDATION MONITORS ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR THE PROPER PURPOSES BY REQUIRING THAT ALL RELATED GRANT INVOICES BE SUBMITTED TO THE PENNSYLVANIA BAR FOUNDATION'S MANAGER/DIRECTOR OF FINANCE FOR REVIEW AND APPROVAL. IT IS ALSO REQUIRED THAT BI-ANNUAL FISCAL AND NARRATIVE REPORTS ON THE USE OF THE GRANT FUNDS, COMPLIANCE WITH THE TERMS OF THE GRANT, AND PROGRESS MADE TOWARD ACHIEVING THE GOALS OF THE GRANT BE SUBMITTED ON OR ABOUT JULY AND DECEMBER OF THE GRANT YEAR. FORM 990, PART VI, SECTION A, LINE 7A VOTING MEMBERS ARE ELIGIBLE TO ELECT THE DIRECTORS OF THE BOARD OF DIRECTORS AT THE ANNUAL MEETING BASED UPON THE NOMINATING COMMITEE'S REPORT OF THOSE NOMINATED FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) WILL BE PROVIDED TO EACH OF THE 22 VOTING MEMBERS OF THE PA BAR FOUNDATION BOARD OF DIRECTORS AND TO THE SEVEN MEMBERS OF THE FOUNDATION AUDIT COMMITTEE VIA ELECTRONIC MAIL. EACH VOTING MEMBER OF THE BOARD OF DIRECTORS WILL BE GIVEN A WEEK TO REVIEW THE RETURN AND TO DIRECT ANY COMMENTS, CONCERNS OR QUESTIONS TO THE PENNSYLVANIA BAR FOUNDATION AUDIT COMMITTEE BY A DATE CERTAIN DEADLINE. THE ABSENCE OF A DIRECTOR'S COMMENT, CONCERN OR QUESTION WILL BE PRESUMED TO MEAN THAT THE DIRECTOR HAS NO INPUT. AT THE CONCLUSION OF THE BOARD OF DIRECTOR'S RESPONSE PERIOD, THE AUDIT COMMITTEE WILL CONDUCT A REVIEW OF THE RETURN WITH THE DIRECTOR OF FINANCE, REVIEW THE COMMENTS, CONCERNS AND QUESTIONS RECEIVED, IF ANY, FROM THE VOTING MEMBERS OF THE BOARD OF DIRECTORS AND MAKE A RECOMMENDATION TO THE FULL BOARD REGARDING THE ACCEPTANCE OR REVISION OF THE 990. IN THE EVENT THE AUDIT COMMITTEE'S REVIEW RESULTS IN RECOMMENDED REVISIONS, THOSE REVISIONS WILL BE COMMUNICATED TO THE AUDITORS FOR FURTHER REVIEW AND CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TAKES APPROPRIATE STEPS TO RECTIFY ANY SITUATIONS AS THEY OCCUR AS DESCRIBED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PA BAR ASSOCIATION 100 SOUTH STREET PO BOX 186 HARRISBURG PA 17108 230954940 PROMOTE PROFESSIONAL EXCELLENCE AND BETTERMENT OF THE LEGAL PROFESSION. PA 501C6 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0