Form 990 for tax year 2022

Totals

Total revenue

$586,238

Total expenses

$565,525

Contributions and grants received

$84,486

Grants paid

$473,830

Program service revenue

$452,513

Investment income

$33,701

Other revenue

$15,538

Total assets, end of year

$2,322,185

Total liabilities, end of year

$1,077,221

Net assets or fund balances, end of year

$1,244,964

Program services expenses (Part IX)

$475,330

Management and general expenses

$87,443

Fundraising expenses

$2,752

Program service expenses (Part III)

$475,330

Program services were 84.1% 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 · 2022

• 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 $444,854 · Grants $443,354 · Revenue $452,512

• NAMED SCHOLARSHIPS -IN 2013, THE PENNSYLVANIA BAR FOUNDATION LAUNCHED A NAMED SCHOLARSHIP PROGRAM TO PROVIDE INDIVIDUALS AND ORGANIZATIONS WITHIN AND BEYOND THE LEGAL COMMUNITY THE OPPORTUNITY TO ESTABLISH AN ANNUAL SCHOLARSHIP TO BENEFIT PENNSYLVANIA RESIDENTS ATTENDING ANY OF OF THE NINE ACCREDIATED LAW SCHOOLS SERVING THE STATE.AN ANNUAL MINIMUM COMMITTMENT OF $3,000 PER YEAR FOR FIVE YEARS IS REQUIRED TO ESTABLISH A NAMED SCHOLARSHIP FUND. NAMED SCHOLARSHIP FUNDS ESTABLISHED BY BAR ENTITIES OR BAR MEMBERS HAVE A LOWER ANNUAL COMMITMENT RATE AND ARE ELIGIBLE TO RECEIVE AN ANNUAL CONTRIBUTION FROM THE PENNSYLVANIA BAR FOUNDATION, TO THE EXTENT FUNDS ARE AVAILABLE, TO INCREASE THE IMPACT OF THEIR AWARD.NAMED SCHOLARSHIPS ARE AWARDED COMPETITIVELY, BASED UPON CRITERIA ESTABLISHED BY THE DONOR AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. IN 2022, THE JOSEPH T. MCDONALD MEMORIAL SCHOLARSHIP AWARDED ONE $3,000 SCHOLARSHIP AND THE LOUISE HOFFMEYER-OVERMILLER MEMORIAL SCHOLARSHIP AWARDED ONE $6,000 SCHOLARSHIP.

  Expenses $9,000 · Grants $9,000

• CIVICS AND LAW RELATED EDUCATION PROGRAM -LAW RELATED EDUCATION PROGRAMS SEEK TO HELP INTEGRATE CIVICS INTO THE CLASSROOM CURRICULUM OF ALL GRADE LEVELS AND SUBJECT AREAS. TWO OF THE MAJOR PROGRAMS DESIGNED TO DO THIS ARE THE CELEBRATE THE CONSTITUTION PROGRAM AND THE LAW DAY PROGRAM.THE CELEBRATE THE CONSITUTION PROGRAM IS DESIGNED TO TEACH STUDENTS ABOUT THE U.S. CONSTITUTION. THE AWARD-WINNING CELEBRATE THE CONSTITUTION BRINGS TOGETHER K-12 STUDENTS, LAWYERS AND JUDGES FOR MOCK CONSTITUTION SIGNING PROGRAMS ACROSS PENNSYLVANIA. THE ANNUAL PROGRAM KICKS-OFF IN SEPTEMBER DURING THE NATIONAL CONSTITUTION WEEK CELEBRATION AND CONTINUES THROUGHOUT THE FALL. ALL PARTICIPATING SCHOOLS AND COUNTY BAR ASSOCIATIONS RECEIVE CONSTITUTION-RELATED MATERIALS FOR THE SIGNING PROGRAMS.THE LAW DAY PROGRAM ALLOWS PENNSYLVANIA LAWYERS AND JUDGES TO VISIT K-12 CLASSROOMS THROUGHOUT THE MONTH OF MAY TO TEACH STUDENTS ABOUT THE LAW. SUPPORTING MATERIALS, SUCH AS LAW-RELATED LESSON PLANS AND SOUVENIRS WITH LOTS OF KID APPEAL ARE DISTRIBUTED TO LAWYERS, JUDGES, AND SCHOOLS ACROSS THE COMMONWEALTH MAKING THE DAY NOT ONLY INSTRUCTIVE BUT ALSO MEMORABLE AND FUN.FOUNDATION FUNDING SUPPORTS THE PURCHASE OF APPROXIMATELY 20,000 POCKET U.S. CONSTITUTION BOOKLETS EACH YEAR AND THE DEVELOPMENT OF EDUCATIONAL VIDEOS AND LESSON PLANS RELATED TO THE CONSTITUTION.

  Expenses $6,990 · Grants $6,990

• PRO BONO - $6,486SCHOLARSHIPS - $6,000UNIT COUNTY GRANT MATCHING PROGRAM - $1,000BIRDSALL IMPACT GRANT - $1,000

  Expenses $14,486 · Grants $14,486

As filed on the 2022 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

  $13,476

  MINORITY LAW DAY, GRANT-LAW RELATED EDUCATION, PRO BONO CONFERENCE

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

2022

Filed

9 May 2023

IRS schema version

2022v5.0

Source object

202321299349302697

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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