Skip to content
Nonprofiteer
← MONTGOMERY BAR FOUNDATION

Form 990 for tax year 2025

Filed by MONTGOMERY BAR FOUNDATION.

Totals

Total revenue
$223,691
Total expenses
$220,331
Contributions and grants received
$95,181
Grants paid
$167,250
Program service revenue
$0
Investment income
$132,317
Other revenue
-$3,807
Total assets, end of year
$1,505,266
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,505,266
Program services expenses (Part IX)
$167,250
Management and general expenses
$53,081
Fundraising expenses
$0
Program service expenses (Part III)
$167,250

Program services were 75.9% 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.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $37,825

  • 1f · All other contributions, gifts and grants

    $57,356

  • 3 · Investment income

    total $38,138 · excluded $38,138

  • 7a · Gross sales of assets other than inventory

    securities $396,849

  • 7b · Less cost or other basis and sales expenses

    securities $302,670

  • 7c · Gain or loss

    securities $94,179

  • 7d · Net gain or loss

    total $94,179 · excluded $94,179

  • 8a · Fundraising events: gross income

    $27,145

  • 8a · Fundraising events: contributions included on line 1c

    $37,825

  • 8b · Fundraising events: direct expenses

    $31,645

  • 8c · Net income from fundraising events

    total -$4,500 · excluded -$4,500

  • 9a · Gaming: gross income

    $5,596

  • 9b · Gaming: direct expenses

    $5,590

  • 9c · Net income from gaming

    total $6 · excluded $6

  • 11a · Other revenue: MISC. REVENUE

    total $687 · excluded $687

  • 11e · Other revenue, total

    $687

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $167,250 · program services $167,250

  • 11a · Fees: management

    total $25,000 · management and general $25,000

  • 11b · Fees: legal

    total $4,222 · management and general $4,222

  • 11c · Fees: accounting

    total $7,750 · management and general $7,750

  • 11f · Fees: investment management

    total $10,881 · management and general $10,881

  • 11g · Fees: other

    total $2,832 · management and general $2,832

  • 13 · Office expenses

    total $890 · management and general $890

  • 24a · Other expenses: BANK CHARGES

    total $1,506 · management and general $1,506

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,654 · end of year $20,047

  • 2 · Savings and temporary cash investments

    beginning of year $19,248 · end of year $9,301

  • 11 · Investments: publicly traded securities

    beginning of year $728,564 · end of year $739,695

  • 12 · Investments: other securities

    beginning of year $669,275 · end of year $715,019

  • 15 · Other assets

    beginning of year $16,974 · end of year $21,204

  • 27 · Net assets without donor restrictions

    beginning of year $1,468,715 · end of year $1,505,266

Mission and programs · 2025

Mission

A PUBLIC CHARITY, MONTGOMERY BAR FOUNDATION'S MISSION IS TO IMPROVE, FACILITATE & SUPPORT JUSTICE & FAIR TREATMENT FOR ALL, & TO OFFER CONTINUING LEGAL EDUCATION TO ATTORNEY'S PRACTICING LAW WITHIN MONTGOMERY COUNTY, PENNSYLVANIA.

Activities or mission (Part I)

OUR MISSION IS TO IMPROVE, FACILITATE AND SUPPORT JUSTICE AND FAIR TREATMENT FOR ALL.

  • THE BAR FOUNDATION SEEKS TO ADVANCE THIS MISSION WITH GRANTS TO ORGANIZATIONS AND PROGRAMS THAT FACILITATE ACCESS TO JUSTICE BY PROVIDING FREE LEGAL AND LAW-RELATED SERVICES TO VICTIMS OF CRIME, POVERTY, ABUSE AND DISCRIMINATION.

    Expenses $167,250 · Grants $167,250

  • N/A

  • N/A

As filed on the 2025 return.

Listed in Part VII

  • JACQUELINE M REYNOLDS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • SARINIA M FEINMAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICK J KURTAS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ETHAN R O'SHEA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENISE S VICARIO

    EXECUTIVE DIRECTOR

    Total calculated
    $196,519
    From this org
    $0
    From related orgs
    $183,123
    Other
    $13,396
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,123 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,396 related
    Filer's total
    $0 + $196,519 related

  • C SHAWN BOEHRINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VIRGINIA FRANTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL G MULLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • COLIN J O'BOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREGORY COWHEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH EARLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GARY J FRIEDLANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANIEL P GERAGHTY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GLEN REYBURN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEFANIE MICHELLE SHERR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LISA SHEARMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANITA SETH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ADAM FERNANDEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE MONTGOMERY BAR ASSOCIATION, A RELATED PARTY OF THE MONTGOMERY BAR FOUNDATION, IS ESTABLISHED BY APPROVAL OF THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202622099349300547

The source document this was parsed from is served over the API, which is where bulk and document access live.