Form 990 for tax year 2023

Totals

Total revenue

$714,028

Total expenses

$584,295

Contributions and grants received

$147,946

Grants paid

$486,249

Program service revenue

$475,724

Investment income

$54,562

Other revenue

$35,796

Total assets, end of year

$2,176,206

Total liabilities, end of year

$710,570

Net assets or fund balances, end of year

$1,465,636

Program services expenses (Part IX)

$487,749

Management and general expenses

$96,019

Fundraising expenses

$527

Program service expenses (Part III)

$487,749

Program services were 83.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• 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.

  Expenses $447,881 · Grants $446,381 · Revenue $475,724

• 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.

  Expenses $9,000 · Grants $9,000

• 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.

  Expenses $7,950 · Grants $7,950

• 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

  Expenses $22,918 · Grants $22,918

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

• PA BAR ASSOCIATION

  $23,786

  MINORITY LAW DAY, LAW RELATED EDUCATION, PRO BONO, MOCK TRIAL

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• PA BAR ASSOCIATION

  501C6 · PROMOTE PROFESSIONAL EXCELLENCE AND BETTERMENT OF THE LEGAL PROFESSION. · PA

Provenance

Return type

form_990

Tax year

2023

Filed

15 May 2024

IRS schema version

2023v5.0

Source object

202401369349301740

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