2024-07-24T10:36:38-05:00 2023-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2023-01-01 231660797 PHILADELPHIA BAR FOUNDATION PHIL 2152386334 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 JESSICA HILBURN-HOLMES EXECUTIVE DIRECTOR 2152386300 2024-07-24 1 JESSICA HILBURN-HOLMES 999009999 1 AUDREY E KANDEL CPA P01980369 6096899700 2024-07-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JESSICA HILBURN-HOLMES 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 1822429 0 X WWW.PHILABARFOUNDATION.ORG X 1964 PA THROUGH PROGRAMS, GRANTS, AND PARTNERSHIPS, THE PHILADELPHIA BAR FOUNDATION REMOVES BARRIERS TO JUSTICE, ENGAGES THE COMMUNITY IN SUPPORT OF CIVIL LEGAL AID, AND BUILDS SYSTEM-WIDE CAPACITY IN ORDER TO STRENGTHEN THE PROVISION OF QUALITY LEGAL SERVICES AND TO ENSURE THAT ALL INDIVIDUALS UNDERSTAND THEIR RIGHTS TO EQUAL JUSTICE UNDER LAW. 31 31 0 54 0 0 638433 987004 0 0 199037 260632 -31852 -29168 805618 1218468 442000 783438 0 0 261882 421162 0 0 154493 261294 208481 965176 1413081 -159558 -194613 8635491 6520183 346377 847023 8289114 5673160 X THROUGH PROGRAMS, GRANTS, AND PARTNERSHIPS, THE PHILADELPHIA BAR FOUNDATION REMOVES BARRIERS TO JUSTICE, ENGAGES THE COMMUNITY IN SUPPORT OF CIVIL LEGAL AID, AND BUILDS SYSTEM-WIDE CAPACITY IN ORDER TO STRENGTHEN THE PROVISION OF QUALITY LEGAL SERVICES AND TO ENSURE THAT ALL INDIVIDUALS UNDERSTAND THEIR RIGHTS TO EQUAL JUSTICE UNDER LAW. 0 0 748132 748132 GRANT PROGRAMS - SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS THAT PROVIDE LEGAL SERVICES TO THE POOR, DISABLED, ELDERLY AND CHILDREN, WHO, IF NOT FOR THESE AGENCIES, WOULD HAVE NOWHERE ELSE TO TURN. 35306 35306 FELLOWSHIP, AWARD AND RECOGNITION PROGRAMS - PROMOTING PUBLIC INTEREST LEGAL SERVICE AS A VIABLE CAREER CHOICE FOR STUDENTS AND YOUNG LAWYERS. 180644 PROGRAM DEVELOPMENT TO ASSESS CIVIL LEGAL NEEDS AND BUILDING TOOL TO ALLOW INDIVIDUALS TO ACESS THOSE SERVICES NEEDED AND ALL OTHER SERVICES INCLUDING PRO BONO NEEDS ASSESSMENT, EVENTS, AND OUTREACH. 964082 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 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 1 0 0 0 1 23 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA NJ X PAUL KIRK 2152386334 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 X JESSICA HILBURN-HOLMES EXECUTIVE DIRECTOR 35.00 10.00 X 0 0 0 PAUL KIRK DIRECTOR OF OPERATIONS 30.00 10.00 X 0 0 0 NIKI T INGRAM PRESIDENT 5.00 X X 0 0 0 JOSHUA D SNYDER VICE PRESIDENT 5.00 X X 0 0 0 MARK A GITTELMAN TREASURER 5.00 X X 0 0 0 WILL W SACHSE ASSISTANT TREASURER 5.00 X X 0 0 0 LAWRENCE F WALKER SECRETARY 5.00 X X 0 0 0 LESLIE E JOHN DIVERSITY EQUITY AND INCLUSION OFFICER 5.00 X X 0 0 0 JENNEDY S JOHNSON DIVERSITY EQUITY AND INCLUSION OFFICER 5.00 X X 0 0 0 DANIEL AIKEN TRUSTEE 1.00 X 0 0 0 MEREDITH S AUTEN TRUSTEE 1.00 X 0 0 0 ROBERTA BARSOTTI TRUSTEE 1.00 X 0 0 0 JENNIFER L BEIDEL TRUSTEE 1.00 X 0 0 0 ANDREW W BOCZKOWSKI TRUSTEE 1.00 X 0 0 0 CHRISTIAN W CASTILE ESQ TRUSTEE 1.00 X 0 0 0 JENNIFER S COATSWORTH TRUSTEE 1.00 X 0 0 0 RASHEEN DAVIS MERRITT TRUSTEE 1.00 X 0 0 0 JOHN W DEVINE TRUSTEE 1.00 X 0 0 0 CHRISTOPHER D DURHAM TRUSTEE 1.00 X 0 0 0 MELANIE J FOREMAN TRUSTEE 1.00 X 0 0 0 MATTHEW A GRUBMAN TRUSTEE 1.00 X 0 0 0 MATTHEW A HAMERMESH TRUSTEE 1.00 X 0 0 0 TIM J HOBAN TRUSTEE 1.00 X 0 0 0 PATRICK HOWARD TRUSTEE 1.00 X 0 0 0 HARVEY L HURDLE JR TRUSTEE 1.00 X 0 0 0 KATAYUN I JAFFARI TRUSTEE 1.00 X 0 0 0 KRYSTAL KANE TRUSTEE 1.00 X 0 0 0 BRENT W LANDAU TRUSTEE 1.00 X 0 0 0 CHERYL D MADDOX TRUSTEE 1.00 X 0 0 0 JEREMY A MENKOWITZ TRUSTEE 1.00 X 0 0 0 HARSINIE W PANDITARATNE TRUSTEE 1.00 X 0 0 0 JENNIE PHILIP TRUSTEE 1.00 X 0 0 0 MELISSA RUTH TRUSTEE 1.00 X 0 0 0 LISA M SCIDURLO TRUSTEE 1.00 X 0 0 0 ZACHARY STRASSBURGER TRUSTEE 1.00 X 0 0 0 ROBIN P SUMNER TRUSTEE 1.00 X 0 0 0 PATRICE A TOLAND TRUSTEE 1.00 X 0 0 0 MARC J ZUCKER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 117490 869514 987004 193961 193961 641464 574793 66671 66671 66671 0 117490 29168 -29168 -29168 1218468 0 0 231464 X 748132 748132 35306 35306 193054 62292 78908 51854 195064 62752 79978 52334 5970 2085 2183 1702 27074 8766 11075 7233 15178 4897 6204 4077 49333 49333 67692 21842 27668 18182 225 225 33127 10105 13195 9827 30871 3790 21035 6046 8064 2602 3296 2166 365 118 149 98 3626 1170 1482 974 1413081 964082 294506 154493 101197 46362 16890 5426 85401 75520 6305 14018 209016 208284 1097 732 6133431 6378125 2291170 0 8635491 6520183 113182 66395 529844 159808 156241 73387 94543 346377 847023 X 7633376 5536443 655738 136717 8289114 5673160 8635491 6520183 X -194613 372210 -492728 -2300823 X X 0 1 X 1 0 X 615616 793571 806667 638433 987004 3841291 615616 793571 806667 638433 987004 3841291 3841291 191068 137083 161436 158287 193961 841835 4683126 0.82020 0.79740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 55845 18729 529844 0 1 0 492728 55845 18729 529844 1 X 7257480 35039 546839 2608114 5231244 8404881 131377 -871543 407235 7257480 7894414 105342 817825 412700 8404881 6819934 974153 598815 498488 7894414 6819934 6819934 1.00000 0 0 209016 208284 732 732 LINE OF CREDIT 54000 DUE TO PHILADELPHIA BAR ASSOCIATION 40543 94543 X 1570513 372210 372210 1198303 49333 -29168 20165 1218468 3693739 2329991 2329991 1363748 49333 49333 1413081 PART IV, LINE 2B: THE ORGANIZATION HOLDS INVESTMENTS FOR OTHER ORGANIZATIONS AND ADMINISTERS GRANTS/ DISBURSEMENTS PER THE OTHER ENTITIES INSTRUCTIONS. PART V, LINE 4: THE FOUNDATION'S BY-LAWS AND WRITTEN INVESTMENT POLICY LIMITS WITHDRAWALS FROM THE FUND FOR GRANT MAKING PURPOSES DEPENDING ON THE AVAILABILITY OF GENERAL OPERATING FUNDS. THE BY-LAWS AND INVESTMENT POLICY WERE AMENDED IN 2014 TO PERMIT AN EXTRAORDINARY WITHDRAWAL OF UP TO $500,000 IN A FISCAL YEAR, TO COVER PAYMENT OF OPERATIONAL EXPENSES OR OTHER SPECIAL BOARD APPROVED RESTRICTED PURPOSES. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -29,168. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 29,168. FORGIVENESS OF AMOUNTS DUE TO PHILADELPHIA BAR FOUNDATION 2,300,823. ACCESS TO JUSTICE 117490 117490 7224 15836 3211 2897 117490 117490 7224 15836 3211 2897 29168 -29168 1 AIDS LAW PROJECT OF PENNSYLVANIA 1211 CHESTNUT STREET SUITE 600 PHILADELPHIA PA 19107 232576149 501(C)(3) 33828 0 NON-PROFIT LEGAL AID CEASEFIRE PA 1518 WALNUT STREET SUITE 1406 PHILADELPHIA PA 19102 460483761 501(C)(3) 11357 0 NON-PROFIT LEGAL AID COMMUNITY LEGAL SERVICES OF PHILADELPHIA 1424 CHESTNUT STREET PHILADELPHIA PA 19102 231671562 501(C)(3) 101712 0 NON-PROFIT LEGAL AID CONSUMER BANKRUPTCY ASSISTANCE PROJECT 718 ARCH STREET 200N PHILADELPHIA PA 19106 232694116 501(C)(3) 9394 0 NON-PROFIT LEGAL AID DISABILITY RIGHTS PENNSYLVANIA 1800 JFK BOULEVARD SUITE 900 PHILADELPHIA PA 19103 232041538 501(C)(3) 23990 0 NON-PROFIT LEGAL AID EDUCATION LAW CENTER 1800 JFK BLVD - SUITE 1900A PHILADELPHIA PA 19103 232581102 501(C)(3) 9785 0 NON-PROFIT LEGAL AID ESPERANZA IMMIGRATION LEGAL SERVICES 4261 N 5TH STREET PHILADELPHIA PA 19140 300239154 501(C)(3) 11357 0 NON-PROFIT LEGAL AID FACE TO FACE LEGAL CENTER 123 EAST PRICE STREET PHILADELPHIA PA 19144 232862064 501(C)(3) 15725 0 NON-PROFIT LEGAL AID HOMELESS ADVOCACY PROJECT 1429 WALNUT STREET 15TH FLOOR PHILADELPHIA PA 19102 232619480 501(C)(3) 26351 0 NON-PROFIT LEGAL AID JUSTICE AT WORK 990 SPRING GARDEN STREET SUITE 300 PHILADELPHIA PA 19123 510214321 501(C)(3) 70661 0 NON-PROFIT LEGAL AID JUVENILE LAW CENTER 1800 JFK BOULEVARD SUITE 1900B PHILADELPHIA PA 19103 231976386 501(C)(3) 12945 0 NON-PROFIT LEGAL AID LEGAL CLINIC FOR THE DISABLED 1513 RACE STREET PHILADELPHIA PA 19102 232460392 501(C)(3) 5480 0 NON-PROFIT LEGAL AID MAZZONI CENTER 1348 BAINBRIDGE STREET PHILADELPHIA PA 19147 232176338 501(C)(3) 31871 0 NON-PROFIT LEGAL AID NATIONALITIES SERVICE CENTER 1216 ARCH STREET 4TH FLOOR PHILADELPHIA PA 19107 231352336 501(C)(3) 6262 0 NON-PROFIT LEGAL AID PENNSYLVANIA HEALTH LAW PROJECT 123 CHESTNUT STREET SUITE 400 PHILADELPHIA PA 19106 232744908 501(C)(3) 7828 0 NON-PROFIT LEGAL AID PENNSYLVANIA HIAS INDIGENT IMMIGRANT LEGAL SERVICES INC 600 CHESTNUT STREET SUITE 500B PHILADELPHIA PA 19106 611697848 501(C)(3) 35785 0 NON-PROFIT LEGAL AID PENNSYLVANIA IMMIGRATION RESOURCE CENTER 294 PLEASANT ACRES ROAD SUITE 202 YORK PA 17402 232851213 501(C)(3) 6262 0 NON-PROFIT LEGAL AID PENNSYLVANIA INSTITUTIONAL LAW PROJECT 718 ARCH STREET SUITE 304S PHILADELPHIA PA 19106 232811857 501(C)(3) 12554 0 NON-PROFIT LEGAL AID PHILADELPHIA LEGAL ASSISTANCE 718 ARCH STREET SUITE 300N PHILADELPHIA PA 19106 232823744 501(C)(3) 72363 0 NON-PROFIT LEGAL AID PHILADELPHIA VIP 1500 WALNUT STREET SUITE 400 PHILADELPHIA PA 19102 232210390 501(C)(3) 32095 0 NON-PROFIT LEGAL AID PHILADELPHIA VOLUNTEER LAWYERS FOR THE ARTS 200 SOUTH BROAD STREET SUITE 700 PHILADELPHIA PA 19102 232066564 501(C)(3) 28427 0 NON-PROFIT LEGAL AID PUBLIC INTEREST LAW CENTER 1500 JFK BOULEVARD SUITE 802 PHILADELPHIA PA 19102 231923398 501(C)(3) 6654 0 NON-PROFIT LEGAL AID REGIONAL HOUSING LEGAL SERVICES 2 S EASTON ROAD GLENSIDE PA 19038 231901416 501(C)(3) 6889 0 NON-PROFIT LEGAL AID SENIORLAW CENTER 1650 ARCH STREET SUITE 1820 PHILADELPHIA PA 19103 232169936 501(C)(3) 15656 0 NON-PROFIT LEGAL AID SUPPORT CENTER FOR CHILD ADVOCATES 1617 JOHN F KENNEDY BLVD SUITE 1200 PHILADELPHIA PA 19103 232048664 501(C)(3) 16830 0 NON-PROFIT LEGAL AID WOAR - PHILADELPHIA CENTER AGAINST SEXUAL VIOLENCE ONE PENN CENTER 1617 JOHN F KENNEDY BLVD SUITE 800 PHILADELPHIA PA 19103 232066564 501(C)(3) 16957 0 NON-PROFIT LEGAL AID WOMEN AGAINST ABUSE 100 S BROAD STREETSUITE 1341 PHILADELPHIA PA 19110 232604575 501(C)(3) 78654 0 NON-PROFIT LEGAL AID WOMEN'S LAW PROJECT 125 SOUTH 9TH STREET SUITE 300 PHILADELPHIA PA 19107 237354667 501(C)(3) 11888 0 NON-PROFIT LEGAL AID 28 0 AWARDS 62 35306 PART I, LINE 2: GRANTS ARE MADE GENERALLY FOR THE GRANTEE ORGANIZATION'S UNRESTRICTED USE AND THEREFORE ARE NOT REGULARLY MONITORED. FORM 990, PART VI, SECTION A, LINE 1A HONORARY AND DESIGNATED TRUSTEES ARE NON-VOTING MEMBERS OF THE BOARD THEREFORE THESE INDIVIDUALS ARE NOT INCLUDED ON THE BOARD LISTING. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY (BOARD OF DIRECTORS) WILL REVIEW THE PREPARED 990 IN CONJUNCTION WITH THE FOUNDATION'S AUDITORS, PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE REQUIRED TO BE DISCLOSED. IF A CONFLICT IS DEEMED MATERIAL (I.E., RISES TO A LEVEL THAT REQUIRES RECUSAL FROM DECISION-MAKING) , THE TRUSTEE (OR KEY EMPLOYEE) WILL RECUSE HER/HIMSELF FROM THE DECISION. AND ALL DECISION-MAKERS AND OTHER STAKEHOLDERS WILL BE INFORMED OF THE CONFLICT AND ANY REMEDIAL ACTIONS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ESTABLISHES AND REVIEWS THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (EXECUTIVE DIRECTOR) USING ALL NECESSARY REGIONAL NONPROFIT ORGANIZATION DATA TO SET A FAIR AND APPROPRIATE SALARY IN AN AGENCY THE SIZE AND COMPLEXITY OF THE PHILADELPHIA BAR FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, BYLAWS AND AUDITED FINANCIAL STATEMENTS ARE ALL POSTED TO OUR WEBSITE. FORM 990, PART XI, LINE 9: FORGIVENESS OF AMOUNTS DUE TO PHILADELPHIA BAR FOUNDATION -2,300,823. ALL SALARIES OF THE FOUNDATION ARE THOSE OF EMPLOYEES OF PHILADELPHIA BAR ASSOCIATION. THE FOUNDATION REIMBURSES THE PHILADELPHIA BAR ASSOCIATION FOR SALARIES AND RELATED EXPENSES. FORM 990 PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCHEDULE R: RELATED PARTY CLARIFICATION INFORMATION ALTHOUGH THE PHILADELPHIA BAR ASSOCIATION AND PHILADELPHIA BAR FOUNDATION DO NOT MEET THE IRS DEFINITION, PER THE FORM 990 INSTRUCTIONS, OF BEING "RELATED", THE ORGANIZATIONS ARE CLOSELY AFFILIATED AND CONSIDER THEMSELVES CLOSELY RELATED. THE ORGANIZATIONS SHARE OFFICE SPACE, EMPLOYEES AND MANY OTHER RESOURCES TO ACCOMPLISH EACH ORGANIZATION'S MISSION. SINCE THIS IS A RELATIONSHIP BETWEEN A 501(C)(3) AND A 501(C)(6) ORGANIZATION THERE ARE GOVERNING STRUCTURES IN PLACE TO ENSURE THAT THE FINANCIAL ASSETS OF THE TWO ORGANIZATIONS ARE SEPARATE AND DISTINCT. PHILADELPHIA EQUAL JUSTICE CENTER INC 1101 MARKET STREET 11TH FLOOR PHILADELPHIA PA 19107 824734669 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 7 PHILADELPHIA BAR FOUNDATION 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 PHILADELPHIA EQUAL JUSTICE CENTER INC B 2300823 COST