2026-06-16T15:00:17-05:00 2025-08-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2024-09-01 042164774 BOSTON BAR ASSOCIATION BOST 6177420615 16 BEACON STREET BOSTON MA 02108 RICHARD M PAGE JR EXECUTIVE DIRECTOR 6177420615 2026-05-26 1 0 LINDA KRAMER P00028882 6176968900 2026-05-26 2024 2025-03-06 01:10:19Z RICHARD M PAGE JR 16 BEACON STREET BOSTON MA 02108 5404492 0 X WWW.BOSTONBAR.ORG X 1886 MA TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE. 34 34 33 1200 135745 107702 3474483 3644101 1305441 1538924 63980 85722 132939 135745 4976843 5404492 66000 90673 0 0 3180648 3533620 0 0 0 1945523 1845088 5192171 5469381 -215328 -64889 8654674 8787920 4198946 4198638 4455728 4589282 X TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION, TO FACILITATE ACCESS TO JUSTICE, AND TO SERVE THE COMMUNITY AT LARGE. IN SUPPORT OF THIS MISSION, THE ASSOCIATION WILL STRIVE TO 1) FOSTER AN INCLUSIVE COMMUNITY OF LAWYERS BY IMPROVING THE QUALITY OF LIFE OF LAWYERS AS PEOPLE, AS MEMBERS OF A PROFESSION WITH LONGSTANDING VALUES AND TRADITIONS, AND AS CITIZEN-LAWYERS, 2) SERVE INDIVIDUAL MEMBERS AND PROVIDE THEM WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES, 3) SERVE LAW FIRMS, IN-HOUSE LAW DEPARTMENTS, NON-PROFITS AND PUBLIC AGENCIES IN AND CLOSELY CONNECTED TO THE LEGAL PROFESSION, 4) INCREASE ACCESS TO JUSTICE FOR ALL, PROVIDE FOR THE FAIR AND EFFICIENT ADMINISTRATION OF JUSTICE, AND ENHANCE THE QUALITY OF THE LAW, 5) ENSURE THAT THE GOVERNANCE STRUCTURE, CAPACITY AND OPERATIONS OF THE ASSOCIATION ARE DYNAMIC AND SUITED TO THE TASK OF ACCOMPLISHING THE ASSOCIATION'S GOALS AND OBJECTIVES. 0 0 PROFESSIONAL DEVELOPMENT: THE BOSTON BAR ASSOCIATION PROVIDES A ROBUST ARRAY OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR LEGAL PROFESSIONALS AT EVERY STAGE OF THEIR CAREERS. THROUGH CONTINUING LEGAL EDUCATION (CLE), INDUSTRY CONFERENCES, SUBSTANTIVE LAW SECTION MEETINGS, LEADERSHIP TRAINING, AND SKILLS-BASED PROGRAMMING, THE BBA EQUIPS LAWYERS WITH THE KNOWLEDGE, TOOLS, AND SUPPORT THEY NEED TO GROW AND SUCCEED IN THEIR PRACTICE. SPECIALIZED INITIATIVES PROMOTE LEADERSHIP DEVELOPMENT, LAWYER WELL-BEING, AND INCLUSION, AND BELONGING WITHIN THE PROFESSION. THESE OFFERINGS ARE DESIGNED TO FOSTER EXCELLENCE IN LEGAL PRACTICE WHILE SUPPORTING A THRIVING, INCLUSIVE LEGAL COMMUNITY. EVENTS: THE BBA HOSTS A WIDE VARIETY OF EVENTS DESIGNED TO BRING MEMBERS OF THE LEGAL COMMUNITY TOGETHER FOR NETWORKING, CELEBRATION, COLLABORATION, AND SERVICE. THESE EVENTS INCLUDE LARGE ANNUAL GATHERINGS THAT HONOR OUTSTANDING CONTRIBUTIONS TO THE PROFESSION AND THE COMMUNITY, AS WELL AS SMALLER RECEPTIONS, MEMBER-FOCUSED NETWORKING, AND CELEBRATORY PROGRAMS. EVENTS ARE HELD THROUGHOUT THE YEAR AND SERVE TO STRENGTHEN THE PROFESSIONAL COMMUNITY, SPOTLIGHT IMPORTANT ISSUES, WELCOME NEW LAWYERS AND LAW STUDENTS, AND RECOGNIZE LEADERS IN PUBLIC SERVICE AND THE PROFESSION. TOGETHER, THESE EVENTS FOSTER MEANINGFUL CONNECTION, PROFESSIONAL CAMARADERIE, AND A SHARED COMMITMENT TO OUR MISSION. COMMUNICATIONS AND GOVERNMENT RELATIONS: THE BBA ENGAGES IN PUBLIC POLICY WORK AND STRATEGIC COMMUNICATIONS TO ADVANCE THE RULE OF LAW, PROMOTE ACCESS TO JUSTICE, AND REPRESENT THE INTERESTS OF THE LEGAL PROFESSION. THROUGH PUBLIC STATEMENTS, POLICY ADVOCACY, PARTICIPATION IN THE LEGISLATIVE PROCESS, AND CONVENING THOUGHT LEADERS, THE BBA ADDRESSES ISSUES OF LEGAL SIGNIFICANCE AT THE LOCAL, STATE, AND NATIONAL LEVELS. ITS COMMUNICATIONS CHANNELS PROVIDE TIMELY UPDATES ON LEGAL DEVELOPMENTS, COURT NEWS, AND POLICY ISSUES. A RANGE OF NEWSLETTERS, PUBLICATIONS, AND DIGITAL CONTENT INFORMS AND ENGAGES MEMBERS, AMPLIFIES VOICES FROM ACROSS THE LEGAL COMMUNITY, AND HIGHLIGHTS THE PROFESSION'S IMPACT ON SOCIETY. SECTIONS - THE BOSTON BAR ASSOCIATION HELD APPROXIMATELY 205 BROWN BAG MEETINGS IN A VARIETY OF PRACTICE AREAS. THESE 1 TO 1.5 HOUR PROGRAMS FEATURE ONE OR TWO EXPERT SPEAKERS. PROGRAMS VARY IN STRUCTURE AND SUBSTANCE TO REACH THE DESIRED TARGET AUDIENCE, WHICH CAN BE EITHER NOVICE OR VERY EXPERIENCED. BROWN BAG MEETINGS CAN BE PLANNED QUICKLY, CREATING AN IDEAL FORUM TO DISCUSS VERY CURRENT 'HOT TOPICS AND LEGISLATION. CONTINUING LEGAL EDUCATION: THE BOSTON BAR ASSOCIATION HELD APPROXIMATELY 30 CONTINUING LEGAL EDUCATION PROGRAMS AND CONFERENCES IN A VARIETY OF PRACTICE AREAS. THESE SEMINARS AND CONFERENCES COVER IN-DEPTH SUBJECTS DESIGNED TO PROVIDE PRACTITIONERS A COMPREHENSIVE OVERVIEW ON SPECIFIC AREAS OF LAW AND OFTEN INCLUDE A NETWORKING COMPONENT. CLE PROGRAMS ARE ALWAYS ACCOMPANIED BY WRITTEN MATERIALS. CLE PROGRAMS ARE ALWAYS AVAILABLE TO NON-BBA MEMBERS AND ARE PROVIDED TO MEMBERS AT A DISCOUNTED PRICE. BBA CLE PROGRAMS WELCOME OVER 1,500 ATTENDEES AT THE LIVE PROGRAMS, AND ARE VIEWED BY ANOTHER 1,155 PEOPLE ONLINE VIA LEARN ONLINE. THE MAIN OBJECTIVE OF THE BBA CLE PROGRAM IS TO FULFILL PART OF THE ORGANIZATION'S MISSION TO ADVANCE THE HIGHEST STANDARDS OF EXCELLENCE FOR THE LEGAL PROFESSION BY PROVIDING MEMBERS WITH THE TOOLS, RELATIONSHIPS, OPPORTUNITIES AND RESOURCES TO DEVELOP SUCCESSFUL CAREERS AND PRACTICES. CLE DOES THIS THROUGH EDUCATION. OUR CLE PROGRAMS ARE ALSO A GREAT PLATFORM TO ALLOW OUR MEMBERS TO SPEAK OR PRESENT ON A SPECIFIC TOPIC. EVENTS - THE BBA AND BBF EVENTS BRING TOGETHER NOT ONLY THE BOSTON LEGAL COMMUNITY, BUT ALSO OUR BUSINESS COMMUNITIES, LEGISLATORS AND JUDGES IN A CONGENIAL ATMOSPHERE. THEY PROVIDE A FORUM FOR HONORING LAWYERS, LEGISLATORS, JUDGES, LAW FIRMS AND CORPORATIONS WHOSE PUBLIC SERVICE CONTRIBUTIONS ARE EXCEPTIONAL. LAWYER REFERRAL SERVICE - THE BOSTON BAR ASSOCIATION LAWYER REFERRAL SERVICE (LRS) HELPS CLIENTS WITH SPECIFIC LEGAL PROBLEMS FIND THE RIGHT LEGAL RESOURCE TO ADDRESS THEIR UNIQUE NEEDS. THE LRS RECEIVED APPROXIMATELY 3,500 CALLS FROM PEOPLE SEEKING LEGAL ASSISTANCE. THE OBJECTIVE OF THE LRS IS TO HELP MEMBERS OF THE PUBLIC FIND THE APPROPRIATE RESOURCES AVAILABLE WHETHER IT BE AN ATTORNEY WHO SPECIALIZES IN THEIR LEGAL NEEDS, OR AN ATTORNEY WHO WILL HELP LOW-INCOME INDIVIDUALS WITH REDUCED FEE OR PRO BONO ASSISTANCE. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 26 0 1 33 1 1 1 0 0 0 0 0 0 0 X 34 34 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X RICHARD M PAGE JR EXECUTIVE DIRECTOR 6177420615 16 BEACON STREET BOSTON MA 02108 SUMA V NAIR PRESIDENT ELECT 2.00 X X 0 0 0 MATTHEW VP MCTYGUE PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER E HART TREASURER 2.00 X X 0 0 0 HANNAH LAWS KILSON BOARD MEMBER 1.00 X 0 0 0 MARK C FLEMING VICE PRESIDENT 2.00 X X 0 0 0 DAVID M FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 MIRANDA HOOKER BOARD MEMBER 1.00 X 0 0 0 YALONDA TALISS HOWZE BOARD MEMBER 1.00 X 0 0 0 MATTHEW J LAWLOR ESQ BOARD MEMBER 1.00 X 0 0 0 MARK TAN LEE BOARD MEMBER 1.00 X 0 0 0 DAVID J NAGLE ESQ BOARD MEMBER 1.00 X 0 0 0 ANGELA ONWUACHI-WILLIG BOARD MEMBER 1.00 X 0 0 0 KEVIN PRUSSIA BOARD MEMBER 1.00 X 0 0 0 BARBARA A ROBB BOARD MEMBER 1.00 X 0 0 0 CARLA BARRETT BOARD MEMBER 1.00 X 0 0 0 CHRISTINE BELLON BOARD MEMBER 1.00 X 0 0 0 COLIN G VAN DYKE BOARD MEMBER 1.00 X 0 0 0 GISELLE J JOFFRE BOARD MEMBER 1.00 X 0 0 0 ROBERT KUBICA BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MATOS BOARD MEMBER 1.00 X 0 0 0 ANDREW J MERKEN BOARD MEMBER 1.00 X 0 0 0 PAYAL SALSBURG BOARD MEMBER 1.00 X 0 0 0 DAVID M SOLET BOARD MEMBER 1.00 X 0 0 0 SHIVA KARIMI SECRETARY 2.00 X X 0 0 0 DANDRE T FERNANDEZ BOARD MEMBER 1.00 X 0 0 0 EMILY F HODGE BOARD MEMBER 1.00 X 0 0 0 DIANE M MCDERMOTT BOARD MEMBER 1.00 X 0 0 0 YOUNG PAIK BOARD MEMBER 1.00 X 0 0 0 AMANDA PETRILLO BOARD MEMBER 1.00 X 0 0 0 CARLA A REEVES BOARD MEMBER 1.00 X 0 0 0 ANITA P SHARMA BOARD MEMBER 1.00 X 0 0 0 PETER TOBANI BOARD MEMBER 1.00 X 0 0 0 EDWARD G ZACHARIAS BOARD MEMBER 1.00 X 0 0 0 MEGAN GATES BOARD MEMBER (BBF PRES) 1.00 X 0 0 0 RICHARD M PAGE JR ASST. SEC. & EXEC. DIR. 35.00 X 398428 0 42422 HEATHER LEARY CHIEF OPERATING OFFICER 35.00 X 226746 0 57786 SARA MACKEY DIR. OF PROFESSIONAL DEVEL 35.00 X 160479 0 13060 MICHAEL AVITZUR DIR. OF GOVERNMENT RELATIO 35.00 X 158892 0 54702 CHRISTIAN LAVANCHER DATABASE & IS MANAGER 35.00 X 143168 0 45523 1087713 0 213493 9 0 1 0 INTEGRATED IT SOLUTIONS 430 FORTUNE BLVD MILFORD MA 01757 COMPUTER SERVICES 163879 1 3246473 397628 3644101 CONTRACTED SERVICES 900099 510000 510000 EVENTS 900099 505135 505135 CONTINUING LEGAL SERVI 900099 348185 348185 PROGRAM SPONSORSHIPS 900099 93565 93565 REFERRAL SERVICE FEES 900099 79276 79276 2763 2763 1538924 85722 85722 91485 91485 MEMBER BENEFITS 900099 44260 44260 44260 5404492 1538924 135745 85722 90673 419639 2572900 78196 237836 225049 40010 10926 86277 52256 309104 288748 489975 142634 29684 TAXES 117669 PRINTED MATERIALS AND M 146317 OTHER PERSONNEL EXPENSE 61419 CREDIT CARD AND BANKING 37411 32658 5469381 343809 182563 558315 362033 30814 66390 205803 210385 3680685 2061748 1674269 1618937 995788 1357327 1866755 2062605 106411 66015 2872710 2861665 8654674 8787920 502649 538166 544752 527159 3151545 3133313 4198946 4198638 X 4455728 4589282 4455728 4589282 8654674 8787920 -64889 198443 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 3246473 99796 99796 162324 -62528 2365928 912420 1453508 1314757 1149328 165429 1618937 COMMONFUND GLOBAL MULTI-ASSET PORTFOLIO, LLC 2062605 F 2062605 FUNDS HELD FOR OTHERS 688722 RIGHT OF USE ASSET 2172943 2861665 FUNDS HELD FOR OTHERS 688722 LEASE OBLIGATION 2172943 DUE TO RELATED ORGANIZATION 271648 3133313 5592009 198443 198443 5393566 10926 10926 5404492 5458455 0 5458455 10926 10926 5469381 0 FELLOWS PROGRAM 12 84000 X X X X 0 1 0 RICHARD M PAGE JR ASST. SEC. & EXEC. DIR. 398428 0 0 0 0 0 10350 0 10861 0 419639 0 0 0 HEATHER LEARY CHIEF OPERATING OFFICER 226746 0 0 0 0 0 7158 0 21735 0 255639 0 0 0 MICHAEL AVITZUR DIR. OF GOVERNMENT RELATIO 158892 0 0 0 0 0 4599 0 22752 0 186243 0 0 0 SARA MACKEY DIR. OF PROFESSIONAL DEVEL 160479 0 0 0 0 0 4793 0 1737 0 167009 0 0 0 CHRISTIAN LAVANCHER DATABASE & IS MANAGER 143168 0 0 0 0 0 4239 0 18523 0 165930 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MEMBERS OF THE COUNCIL WORK FOR LAW FIRMS, CORPORATIONS, LAW SCHOOLS AND GOVERNMENT AGENCIES. IN THE ORDINARY COURSE OF BUSINESS, MANY LAWYERS AND FIRMS HAVE EXISTING BUSINESS RELATIONSHIPS WITH EACH OTHER. FORM 990, PART VI, SECTION A, LINE 6 THE BOSTON BAR ASSOCIATION HAS MEMBERS WHO VOTE ANNUALLY TO ELECT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ANY MEMBER OF THE BAR, DULY ADMITTED TO PRACTICE AND IN GOOD STANDING IN ANY COMMONWEALTH, STATE OR TERRITORY OF THE UNITED STATES, THE DISTRICT OF COLUMBIA, OR ANY FOREIGN COUNTRY, SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION AS A VOTING MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ALLOCATED THE AUTHORITY TO APPROVE THE 990 PRIOR TO FILING TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL COUNCIL MEMBERS ARE REQUIRED TO READ AND SIGN THE CONFLICT POLICY. THEY ARE REQUIRED TO DISCLOSE AND IF APPROPRIATE RECUSE THEMSELVES FROM VOTING AND OR DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15A A REVIEW COMMITTEE OF THE OUTGOING PRESIDENT, THE INCOMING PRESIDENT, THE INCOMING VICE PRESIDENT AND THE PRESIDENT OF THE BOSTON BAR FOUNDATION ANNUALLY CONVENE TO REVIEW THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION. THE REVIEW COMMITTEE READS AND STUDIES THE EXECUTIVE DIRECTOR'S SELF ASSESSMENT. THE REVIEW COMMITTEE, IN CONSIDERING THE EXECUTIVE DIRECTOR'S COMPENSATION, REVIEWS THE COMPENSATION HISTORY AND DATA CONCERNING COMPARABLE SALARIES OF EXECUTIVE DIRECTORS OF THE METROPOLITAN BAR ASSOCIATIONS AND LOCAL NON-PROFIT ORGANIZATIONS. THE RESULTS OF THIS PROCESS ARE SUMMARIZED IN A WRITTEN PERFORMANCE REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO PROCESS CHANGES TO THE COMMITTEE'S OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. BOSTON BAR FOUNDATION 16 BEACON ST BOSTON MA 02108 046111344 LEGAL SERVICES FOR UNDERSERVED, SUPPORT COMMUNITY OUTREACH PROGRAMS MA 501(C)(3) 170(B)(1)(A)(VI) BOSTON BAR ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 BOSTON BAR FOUNDATION C 300000 BOSTON BAR FOUNDATION K 140000 BOSTON BAR FOUNDATION L 510000 BOSTON BAR FOUNDATION Q 271648