Totals
- Total revenue
- $135,599
- Total expenses
- $145,544
- Contributions and grants received
- $90,670
- Grants paid
- $119,048
- Program service revenue
- $0
- Investment income
- $39,281
- Other revenue
- $5,648
- Total assets, end of year
- $1,414,395
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,414,395
- Program services expenses (Part IX)
- $119,048
- Management and general expenses
- $26,496
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $119,048
Program services were 81.8% 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
$16,750
-
1f · All other contributions, gifts and grants
$73,920
-
3 · Investment income
total $19,056 · excluded $19,056
-
7a · Gross sales of assets other than inventory
securities $373,630
-
7b · Less cost or other basis and sales expenses
securities $353,405
-
7c · Gain or loss
securities $20,225
-
7d · Net gain or loss
total $20,225 · excluded $20,225
-
8a · Fundraising events: gross income
$27,957
-
8a · Fundraising events: contributions included on line 1c
$16,750
-
8b · Fundraising events: direct expenses
$24,169
-
8c · Net income from fundraising events
total $3,788 · excluded $3,788
-
9a · Gaming: gross income
$1,860
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $1,860 · excluded $1,860
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $119,048 · program services $119,048
-
11b · Fees: legal
total $130 · management and general $130
-
11c · Fees: accounting
total $11,180 · management and general $11,180
-
11f · Fees: investment management
total $7,056 · management and general $7,056
-
11g · Fees: other
total $3,888 · management and general $3,888
-
13 · Office expenses
total $1,963 · management and general $1,963
-
24a · Other expenses: BANK CHARGES
total $2,279 · management and general $2,279
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $40,023 · end of year $48,356
-
2 · Savings and temporary cash investments
beginning of year $14,047 · end of year $9,175
-
11 · Investments: publicly traded securities
beginning of year $597,200 · end of year $703,401
-
12 · Investments: other securities
beginning of year $592,061 · end of year $641,637
-
15 · Other assets
beginning of year $57,988 · end of year $11,826
-
27 · Net assets without donor restrictions
beginning of year $1,301,319 · end of year $1,414,395
Mission and programs · 2023
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 $119,048 · Grants $119,048
-
N/A
-
N/A
As filed on the 2023 return.
Listed in Part VII
-
Jacqueline M ReynoldsJACQUELINE M REYNOLDS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sarinia M FeinmanSARINIA M FEINMAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Patrick J KurtasPATRICK J KURTAS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ethan O'SheaETHAN O'SHEA
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Denise S VicarioDENISE S VICARIO
EXECUTIVE DIRECTOR
- Total calculated
- $186,834
- From this org
- $0
- From related orgs
- $175,500
- Other
- $11,334
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $175,500 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $11,334 related
- Filer's total
- $0 + $186,834 related
-
C Shawn BoehringerC SHAWN BOEHRINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Adam L FernandezADAM L FERNANDEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Virginia FrantzVIRGINIA FRANTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John F HigginsJOHN F HIGGINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael RainoneMICHAEL RAINONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul G MullinPAUL G MULLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Colin J O'BoyleCOLIN J O'BOYLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gregory CowheyGREGORY COWHEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth EarlyELIZABETH EARLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gary J FriedlanderGARY J FRIEDLANDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel P GeraghtyDANIEL P GERAGHTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Glen ReyburnGLEN REYBURN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Justin AbayerJUSTIN ABAYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Stefanie Michelle SherrSTEFANIE MICHELLE SHERR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Seth D WilsonSETH D WILSON
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
-
$31,475
GENERAL SUPPORT
-
YOUR WAY HOME MONTGOMERY COUNTY
$15,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$6,000
GENERAL SUPPORT
-
$6,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$6,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
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.
-
501(C)(6) · TO PROMOTE THE PROMPT AND EFFICIENT ADMINISTRATION OF JUSTICE · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403169349304320
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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