2024-08-29T13:31:18-05:00 2023-12-31 WITHUMSMITHBROWNPC 155 SEAPORT BOULEVARD BOSTON MA 02210 990 2023-01-01 046130261 MASSACHUSETTS BAR FOUNDATION INC % SUSANNAH THOMAS MASS 6173380500 20 WEST STREET BOSTON MA 021111204 ANGELA C MCCONNEYESQ PRESIDENT 6174711120 2024-05-15 true true DAVID A DIIULIS P00303577 6172273333 2024-05-15 2023 2024-08-08 14:25:15Z ANGELA C MCCONNEYESQ 20 WEST STREET BOSTON MA 021111204 18541361 false X WWW.MASSBARFOUNDATION.ORG X 1964 MA THE MASSACHUSETTS BAR FOUNDATION WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT 23 23 0 100 0 4037110 8498953 0 0 111191 99014 0 0 4148301 8597967 2795216 3716809 0 0 247339 272653 0 0 0 145743 338653 3188298 4328115 960003 4269852 9089779 14454668 1357849 1787591 7731930 12667077 X THE MBF WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC false false 3531576 3455581 IOLTA GRANTS 71028 68500 FELLOW GRANTS 22893 22400 GRANT FUND GRANTS 191070 168328 150000 OTHER GRANTS 191070 168328 150000 3816567 true true false false false false false false false true true true false false false false true false false false false false false false false false false true false false false false false false false false false false false false false false false true false true false true 29 0 false 0 false false false false false false false false false false false false false false false false X 23 23 false false false false false true true true true false false true true true true true true true false false MA X X X SUSANNAH THOMAS 6173380500 20 WEST STREET BOSTON MA 021111218 SUSANNAH Thomas Executive Director 40.0 0.0 X 0 129034 0 Allison Ford Development Director 1.0 0.0 X 0 0 0 ANGELA C MCCONNEY ESQ PRESIDENT 1.0 0.0 X X 0 0 0 DAVID C HENDERSON ESQ TRUSTEE 1.0 0.0 X 0 0 0 COREY M CARVALHO ESQ TRUSTEE 1.0 0.0 X 0 0 0 VALERIE C CALDWELL ESQ TRUSTEE 1.0 0.0 X 0 0 0 Hon Elspeth B Cypher TRUSTEE 1.0 0.0 X 0 0 0 HON MEGAN H CHRISTOPHER TRUSTEE 1.0 0.0 X 0 0 0 KIMBERLY E WINTER ESQ TRUSTEE 1.0 0.0 X 0 0 0 EDWARD F DOMBROSKI JR ESQ SECRETARY 1.0 0.0 X X 0 0 0 g PERRY WU ESQ VICE PRESIDENT 1.0 0.0 X X 0 0 0 HON MARGUERITE T GRANT TRUSTEE 1.0 0.0 X 0 0 0 MAGARET J HURLEY ESQ trusTEE 1.0 0.0 X 0 0 0 HON MAYNARD M KIRPALANI truSTEE 1.0 0.0 X 0 0 0 PAUL J KLEHM ESQ TRUSTEE 1.0 0.0 X 0 0 0 MELISSA LANGA ESQ TREASURER 1.0 0.0 X X 0 0 0 Patrick Francomano Esq truSTEE 1.0 0.0 X 0 0 0 JAMES F MARTIN ESQ TRUSTEE 1.0 0.0 X 0 0 0 HON MARK D MASON TRUSTEE 1.0 0.0 X 0 0 0 FRANK J CIANO ESQ TRUSTEE 1.0 0.0 X 0 0 0 CHRISTOPHER P SULLIVAN ESQ TRUSTEE 1.0 0.0 X 0 0 0 Tara D Dunn ESQ TRUSTEE 1.0 0.0 X 0 0 0 Mary Jeanne Stone ESQ TRUSTEE 1.0 0.0 X 0 0 0 Michael J Leard Esq TRUSTEE 1.0 0.0 X 0 0 0 0 129034 0 0 false false false 0 91492 8132994 274467 8498953 0 87249 87249 0 0 0 0 0 9955159 9943394 11765 11765 11765 0 0 0 0 0 0 0 0 0 0 0 8597967 0 99014 3716809 3716809 0 0 0 0 0 256570 68163 188407 0 0 16083 16083 0 0 45715 45715 0 0 0 193156 11618 181538 0 69140 12884 56256 0 0 0 1871 1871 0 18080 7025 11055 0 0 273 68 205 3501 3501 RECOGNITION & AWARD ExPENSE 3089 3089 BAD DEBTS 3828 3828 4328115 3816567 511548 0 267607 275007 2147142 2514487 218510 0 17004 4125 0 0 0 0 0 0 0 0 4500 11340 12775 9317 3731 3458 0 0 6414792 11626726 0 0 0 0 16493 19525 9089779 14454668 50349 59085 1307500 1728506 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1357849 1787591 X 2687901 3196922 5044029 9470155 7731930 12667077 9089779 14454668 4269852 665295 X X false true X true false X 3659651 3399211 2614627 4037110 8498953 22209552 0 0 0 25718 22995 18448 0 0 67161 3685369 3422206 2633075 4037110 8498953 22276713 17650 16655 14050 16250 15418 80023 0 17650 16655 14050 16250 15418 80023 22196690 63666 68491 78166 79198 87249 376770 0 63666 68491 78166 79198 87249 376770 0 0 3749035 3490697 2711241 4116308 8586202 22653483 0.97984 0.97480 0.01663 0.02050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5044029 7865988 339223 3586684 9662556 4453659 3210479 -271129 2348980 5044029 4754629 2483773 77727 2862470 4453659 4159920 3218847 173195 2797333 4754629 3202748 3513082 168236 2724146 4159920 1.00000 false false 12775 9317 3458 3458 GOVERNMENT SECURITIES 8494929 F EQUITIES 2347554 F CORPORATE BONDS 678957 F EXCHANGE TRADED FUNDS 55822 F CERTIFICATE OF DEPOSIT 49464 F 11626726 9263262 665295 665295 8597967 8597967 4328115 4328115 4328115 PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THEIR ENDOWMENT FUNDS TO SUPPORT PROGRAMS TO IMPROVE THE ADMINISTRATION OF JUSTICE OR TO DELIVER LEGAL SERVICES IN CIVIL MATTERS TO LOW INCOME INDIVIDUALS. FORM 990, LINE I 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. true Alternatives for Community & Environment (ACE) 2201 Washington Street Suite 302 Boston MA 02119 043228509 501(C)(3) 10000 FMV Various Ascentria Community Services Inc 11 Shattuck Street Worcester MA 01605 043566243 501(C)(3) 75000 FMV IMMIGRATION LEGAL ASSISTANCE PROGRAM (ILAP) Barnstable County Bar Association 3180 Main Street Barnstable MA 02630 042653880 501(C)(6) 19920 FMV Various Berkshire County Regional Housing Authority One Fenn Street 4th Floor Pittsfield MA 01201 042859886 501(C)(3) 36000 FMV HOUSING SERVICES & MEDIATION PROGRAM Berkshire Immigrant Center 67 East Street Pittsfield MA 01201 862361326 501(C)(3) 25000 FMV BERKSHIRE IMMIGRANT CENTER LEGAL SERVICES Boston CASA Inc 85 Merrimac Street Ste 401 Boston MA 02114 043110775 501(C)(3) 15000 FMV COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN AND YOUTH Bristol County Bar Association 448 County Street New Bedford MA 02740 042944253 501(C)(6) 10000 FMV PRO BONO CONCILIATION PROJECT Cape Mediation P O Box 193 22 Old Tote Road Orleans MA 02653 043071311 501(C)(3) 18000 FMV CAPE COD COURT MEDIATION & CONCILIATION PROGRAM Casa Myrna Vazquez Inc 451 Blue Hill Avenue Boston MA 02121 042625710 501(C)(3) 50000 FMV LEGAL ADVOCACY PROGRAM CASA Project Inc 100 Grove Street 4th Floor Worcester MA 016052608 042711865 501(C)(3) 50000 FMV CHILD COURT ADVOCACY PROGRAM Catholic Charities Diocese of Worcester Inc 10 Hammond St Worcester MA 01610 042103979 501(C)(3) 30000 FMV Various Catholic Charities of the Diocese of Fall River M 1600 Bay Street Fall River MA 02724 042106394 501(C)(3) 110000 FMV Various Center for New Americans 42 Gothic Street Northampton MA 01060 043224215 501(C)(3) 20000 FMV CITIZENSHIP & IMMIGRATION PROGRAM Children's Law Center of Massachusetts Inc PO Box 710 2 State Street Lynn MA 01903 042622153 501(C)(3) 65000 FMV CHILD & ADOLESCENT LEGAL SERVICES PROGRAM Collaborative Resolutions Group PO Box 931 Greenfield MA 01302 843280623 501(C)(3) 20000 FMV FAMILY MEDIATION PROGRAM Community Dispute Settlement Center 60 Gore Street East Cambridge MA 02141 043030799 501(C)(3) 17500 FMV DIVORCE/ FAMILY/ JUVENILE DISTRICT COURT MEDIATION Community Legal Aid Inc 370 Main Street Worcester MA 01608 042446242 501(C)(3) 349370 FMV Various Court Appointed Special Advocates of Bristol Count 1213 Purchase St New Bedford MA 02740 884390027 501(C)(3) 10000 FMV Various De Novo Center for Justice and Healing 47 Thorndike Street Ste SB-LL-1 Cambridge MA 02141 042470335 501(C)(3) 150170 FMV Various Dismas House of Central Massachusetts PO Box 30125 Worcester MA 01603 542075825 501(C)(3) 28500 FMV BAR NONE PROGRAM DOVE Inc PO Box 690267 Quincy MA 02269 042667808 501(C)(3) 25000 FMV LEGAL ADVOCACY PROGRAM Essex County Bar Association Shetland Office Park 45 Congress S Salem MA 01970 042636299 501(C)(6) 64548 FMV Various Finex House Inc PO Box 301154 Jamaica Plain MA 02130 222479325 501(C)(3) 23000 FMV LEGAL ADVOCACY PROGRAM Flaschner Judicial Institute John Adams Courthouse - One Pembert Boston MA 02108 042636739 501(C)(3) 175000 FMV EDUCATION PROGRAM FOR JUDGES Franklin County Bar Association 20 Federal Street Suite 4 Greenfield MA 01301 043211882 501(C)(3) 55000 FMV FRANKLIN COUNTY BAR ADVOCATES FOR JUSTICE Greater Boston Legal Services 197 Friend Street Boston MA 02114 042103907 501(C)(3) 275284 FMV Various Hampden County Bar Association 50 State Street Room 137 Springfield MA 01103 510139332 501(C)(6) 85000 FMV CHILDREN'S LAW PROJECT Hampshire County Bar Association 15 Gothic Street Suite 10 Northampton MA 010603084 223131516 501(C)(6) 15000 FMV Various HarborCOV PO Box 505754 Chelsea MA 02150 043458096 501(C)(3) 10000 FMV Various Health Law Advocates Inc One Federal Street 5th Floor Boston MA 02108 043298116 501(C)(3) 45000 FMV Various Housing Families Inc 919 Eastern Avenue Malden MA 02148 042925846 501(C)(3) 30000 FMV PRO BONO LEGAL SERVICES PROGRAM Immigrant Family Services Institute Inc (IFSI-US 1626 BLUE HILL AVE MATTAPAN MA 02126 474400495 501(C)(3) 25000 FMV Various Jeanne Geiger Crisis Center 2 Harris Street Newburyport MA 01950 222474823 501(C)(3) 38316 FMV DOMESTIC VIOLENCE FAMILY LAW PROJECT Jewish Family & Children's Service Inc 1430 Main St Waltham MA 02451 042104356 501(C)(3) 15000 FMV Various JRI Health Law Institute 555 Amory Street Jamaica Plain MA 02130 042526357 501(C)(3) 15000 FMV SERVING THE UNDERSERVED CLOSER TO HOME Justice at Work 33 Harrison Avenue Boston MA 02110 274670409 501(C)(3) 30000 FMV SMALL CLAIMS WAGE THEFT PROJECT KIND Inc 11 Beacon Street Boston MA 02108 262763038 501(C)(3) 25000 FMV LEGAL REPRESENTATION FOR UNACCOMPANIED IMMIGRANT CHILDREN WITH COMPLEX LEGAL CASES Lawyers Clearinghouse on Affordable Housing & Home 7 Winthrop Square 2nd Floor Boston MA 02110 043501039 501(C)(3) 20500 FMV Various Lawyers for Civil Rights - Boston 61 Batterymarch Street 5th Floor Boston MA 02110 043490614 501(C)(3) 10000 FMV MEDICAL LEGAL PARTNERSHIP Mabel Center for Immigrant Justice 200 Portland Street Boston MA 02114 851703023 501(C)(3) 20000 FMV Various Massachusetts Advocates for Children 25 Kingston Street 2nd Floor Boston MA 02111 042488456 501(C)(3) 50000 FMV Various Massachusetts Immigrant and Refugee Advocacy (MIRA 105 Chauncy Street - Suite 901 Boston MA 02111 223115048 501(C)(3) 15000 FMV 40 HOUR IMMIGRATION LAW TRAINING PROGRAM Massachusetts Law Reform Institute 40 Court Street Suite 700 Boston MA 02108 046004303 501(C)(3) 70000 FMV Various Mediation Works Incorporated (MWI) 10 Liberty Square Fourth Floor Boston MA 021091632 043250315 501(C)(3) 12000 Various MetroWest Legal Services 63 Fountain Street 304 Framingham MA 01702 043177488 501(C)(3) 150170 FMV Various MetroWest Mediation Services Inc 220 North Main Street Suite 106 Natick MA 01760 042710084 501(C)(3) 20000 FMV COURT MEDIATION SERVICES PROGRAM Middlesex County Bar Association 200 World Trade Center 3rd Floor R Woburn MA 01801 042556236 501(C)(6) 15000 FMV PRO BONO CONCILIATION PROGRAM Northeast Legal Aid 50 Island Street Lawrence MA 01840 237381007 501(C)(3) 159066 FMV Various Pension Action Center University of Massachusetts University of Massachusetts Boston Boston MA 02125 043167352 501(C)(3) 15000 FMV BRIEF COUNSEL AND FULL DIRECT REPRESENTATION TO ELDERS SEEKING TO RECOVER RIGHTFUL PENSION Pilgrim Advocates Inc 25 Rockwood Road 2nd Floor Marshfield MA 02050 042794733 501(C)(3) 12000 FMV LAWYER OF THE DAY Pine Street Inn 444 Harrison Avenue Boston MA 02118 042516093 501(C)(3) 15000 FMV HOMELESS COURT PROGRAM Political AsylumImmigration Representation Projec 98 North Washington Street Suite 1 Boston MA 02114 223003501 501(C)(3) 115000 FMV Various Prisoners' Legal Services 50 Federal Street 4th Floor Boston MA 02110 042523362 501(C)(3) 80000 FMV Various Quabbin Mediation 13 South Main Street Orange MA 01364 043429086 501(C)(3) 30000 FMV CENTRAL MA COURT MEDIATION PROJECT Rian Immigrant Center One State Street Ste 800 Boston MA 02109 043063382 501(C)(3) 50000 FMV IMMIGRATION LEGAL SERVICES Rosie's Place Inc 889 Harrison Avenue Boston MA 02118 042582187 501(C)(3) 17500 FMV Various Safe Passage 76 Carlon Drive Northampton MA 01060 042690131 501(C)(3) 27500 FMV LEGAL ADVICE AND REFERRAL PANEL Saheli Inc PO Box 1345 Burlington MA 01803 030547972 501(C)(3) 16900 FMV SAHELI LEGAL ADVOCACY PROGRAM South Coastal Counties Legal Services PO Box 2507 Fall River MA 027222507 043330208 501(C)(3) 221768 FMV Various The Resolution Center Inc (Formerly North Shore 100 Cummings Center Suite 307-J Beverly MA 01915 223293939 501(C)(3) 9000 FMV COURT AND COMMUNITY MEDIATION PROGRAM The Second Step PO Box 600213 Newtonville MA 02460 222868513 501(C)(3) 20000 FMV PROVIDES HIGH-QUALITY, TRAUMA-INFORMED, FREE LEGAL SERVICES TO SURVIVORS OF DOMESTIC The Women's Center 405 County Street New Bedford MA 02740 042557022 501(C)(3) 30000 FMV LEGAL ADVOCACY PROGRAM Third Sector New England 89 South Street 700 Boston MA 02111 042261109 501(C)(3) 38000 FMV CLUBHOUSE FAMILY LEGAL SUPPORT PROJECT Veterans Legal Services Inc PO Box 8457 Boston MA 02114 043212264 501(C)(3) 60000 FMV VETERANS LEGAL SERVICES CLINICS WE CAN 783 Route 28 Harwich Port MA 02646 311777179 501(C)(3) 17000 FMV LEGAL ASSISTANCE PROGRAM Western New England University School of Law Cente 1215 Wilbraham Road Springfield MA 01119 042108376 501(C)(3) 25000 FMV Various Women's Bar Foundation of MA Inc 105 Chauncy Street 8th Floor Boston MA 02111 043228055 501(C)(3) 25000 FMV FAMILY LAW PROJECT FOR DOMESTIC ABUSE SURVIVORS YWCA of Central Massachusetts One Salem Square Worcester MA 016082015 042105873 501(C)(3) 25000 FMV COURT ADVOCACY PROGRAM 62 7 FORM 990, PART VI, SECTION A, LINE 7A: FELLOWS ALL HAVE A RIGHT TO VOTE ON ANY GOVERNANCE MATTERS PUT BEFORE THEM AT OUR ANNUAL MEETING OF THE FELLOWS. FORM 990, PART VI, SECTION A, LINE 7B: NON-TRUSTEE FELLOWS VOTE ON ELECTION OF NEW OFFICERS AND TRUSTEES, AND AMENDMENTS TO THE BYLAWS OR ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION B, LINE 11B: 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 RECORDED 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 ANNUAL 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 COMITTEE 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. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: AWARENESS OF THE LAW. MASSACHUSETTS BAR ASSOCIATION 20 WEST STREET BOSTON MA 02111 041589785 PROMOTE THE L MA 501(c)(6) NA false MASSACHUSETTS BAR INSTITUTE 20 WEST STREET BOSTON MA 02111 043293798 DEVELOP AND D MA 501(c)(3) LINE 9 MASSACHUSETT true MBA Insurance Agency Inc 20 WEST STREET BOSTON MA 02111 043372475 INSURANCE BROKER MA MASSACHUSETTS B Corp false false false false false false false false false false false false false true false false true false false false MASSACHUSETTS BAR ASSOCIATION P 325434 FMV PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: MASSACHUSETTS BAR INSTITUTE PRIMARY ACTIVITY: DEVELOP AND DELIVER EDUCATIONAL PROGRAMS; PUBLISH SCHOLARLY PUBLICATIONS