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Nonprofiteer
← PENNSYLVANIA BAR FOUNDATION

Form 990 for tax year 2024

Filed by PENNSYLVANIA BAR FOUNDATION.

Totals

Total revenue
$571,340
Total expenses
$492,432
Contributions and grants received
$128,814
Grants paid
$407,542
Program service revenue
$352,178
Investment income
$50,826
Other revenue
$39,522
Total assets, end of year
$2,808,024
Total liabilities, end of year
$1,216,469
Net assets or fund balances, end of year
$1,591,555
Program services expenses (Part IX)
$409,042
Management and general expenses
$77,882
Fundraising expenses
$5,508
Program service expenses (Part III)
$409,042

Program services were 83.1% 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.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $5,368

  • 1f · All other contributions, gifts and grants

    $123,446

  • 2a · Program service revenue: LRAP PROGRAM

    total $352,178 · related or exempt $352,178

  • 3 · Investment income

    total $26,956 · excluded $26,956

  • 6a · Gross rents

    real property $17,695

  • 6b · Less rental expenses

    real property $9,206

  • 6c · Rental income or loss

    real property $8,489

  • 6d · Net rental income or loss

    total $8,489 · excluded $8,489

  • 7a · Gross sales of assets other than inventory

    securities $440,737

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

    securities $416,867

  • 7c · Gain or loss

    securities $23,870

  • 7d · Net gain or loss

    total $23,870 · excluded $23,870

  • 8a · Fundraising events: gross income

    $52,200

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

    $5,368

  • 8b · Fundraising events: direct expenses

    $21,167

  • 8c · Net income from fundraising events

    total $31,033 · excluded $31,033

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $39,249 · program services $39,249

  • 2 · Grants to domestic individuals

    total $368,293 · program services $368,293

  • 11c · Fees: accounting

    total $7,800 · management and general $7,800

  • 12 · Advertising and promotion

    total $1,172 · fundraising $1,172

  • 13 · Office expenses

    total $62,045 · management and general $62,045

  • 14 · Information technology

    total $3,769 · program services $1,500 · fundraising $2,269

  • 19 · Conferences, conventions and meetings

    total $1,083 · management and general $1,083

  • 22 · Depreciation, depletion and amortization

    total $626 · management and general $626

  • 23 · Insurance

    total $753 · management and general $753

  • 24a · Other expenses: MISCELLANEOUS

    total $7,642 · management and general $5,575 · fundraising $2,067

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $818,038 · end of year $1,416,305

  • 3 · Pledges and grants receivable

    beginning of year $61,393 · end of year $63,694

  • 4 · Accounts receivable

    beginning of year $32,491 · end of year $12,039

  • 7 · Other notes and loans receivable

    beginning of year $98,110 · end of year $120,332

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,314 · end of year $2,100

  • 10a · Land, buildings and equipment: cost or other basis

    $144,422

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,540

  • 10c · Land, buildings and equipment, net

    beginning of year $124,508 · end of year $123,882

  • 11 · Investments: publicly traded securities

    beginning of year $1,038,352 · end of year $1,069,672

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,680 · end of year $17,693

  • 19 · Deferred revenue

    beginning of year $661,878 · end of year $1,166,764

  • 21 · Escrow or custodial account liability

    beginning of year $32,012 · end of year $32,012

  • 27 · Net assets without donor restrictions

    beginning of year $1,038,463 · end of year $1,137,835

  • 28 · Net assets with donor restrictions

    beginning of year $427,173 · end of year $453,720

Mission and programs · 2024

Mission

THE MISSION OF THE PENNSYLVANIA BAR FOUNDATION IS TO SUPPORT PROGRAMSTHAT INCREASE THE PUBLIC'S UNDERSTANDING OF THE LAW AND PROMOTE EQUALACCESS TO JUSTICE. THE FOUNDATION ACCOMPLISHES ITS MISSION BY MAKING GRANTS; ADMINISTERING A LOAN REPAYMENT ASSISTANCE PROGRAM FOR CIVIL LEGAL AID ATTORNEYS WHO HELP THE POOR FOR FREE; SEEKING FINANCIAL SUPPORT FROM INDIVIDUALS AND ORGANIZATIONS BOTH WITHIN AND OUTSIDE OF THE LEGAL COMMUNITY; AND ENCOURAGING BAR MEMBERS TO DONATE THEIR TIME, TALENT AND EXPERTISE IN SERVICE TO THE PUBLIC.

Activities or mission (Part I)

SUPPORT PROGRAMS THAT INCREASE PUBLIC UNDERSTANDING OF THE LAW AND PROMOTE EQUAL ACCESS TO JUSTICE.

  • LOAN REPAYMENT ASSISTANCE PROGRAM - IN 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 $342,710 · Grants $341,210 · Revenue $352,178

  • PRO BONO - THE PRO BONO FUND SUPPORTS THE EXPANSION OF ACCESS TO JUSTICE FOR THE NEEDIEST AMONG US. FOUNDATION FUNDING SUPPORTS SPONSORSHIPS, ONGOING CLE'S, INTERNSHIPS, AND UNDERWRITES THE PRESENTATION OF THE PBA PRO BONO AWARD(S) PRESENTED ANNUALLY TO INDIVIDUAL LAWYERS AND JUDGES WHO HAVE MADE AN OUTSTANDING CONTRIBUTION TO THE PROVISION OF LEGAL SERVICES TO THE INDIGENT WITHOUT CHARGE.

    Expenses $16,826 · Grants $16,826

  • 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 ONE OF THE NINE ACCREDITED LAW SCHOOLS SERVING THE STATE. AN ANNUAL MINIMUM COMMITMENT 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 2024, 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

  • HIGH SCHOOL MOCK TRIAL - $5,000CIVICS AND LAW-RELATED EDUCATION - $8,551MINORITY BAR LAW DAY - $2,372SCHOLARSHIPS - $9,000UNIT COUNTY GRANT MATCHING PROGRAM - $3,000GOFFMAN AWARD - $1,126BIRDSALL IMPACT GRANT- $1,000UNIT COUNTY CONFERENCE OF COUNTY BAR LEADERS GRANT - $2,000ENVIRONMENTAL & ENERGY LAW SECTION - $2,557BEDNARIK SCHOLARSHIP FUND - $5,400BOB & BETSY FIEBACH SCHOLARSHIP - $500

    Expenses $40,506 · Grants $40,506

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael B Jones

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Larry E Coploff

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Christine Hall McClure

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.75

  • Helen L Gemmill

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jeffery M Bower

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Sara A Austin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Sandy Felix

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • A Michael Snyder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Jonathan D Koltash

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Bernadette M Hohenadel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Christopher G Gvozdich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Stephanie F Latimore

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • James P Valentine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Anne N John

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Wesley R Payne IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Brian J Lindsay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Rhodia D Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Melinda C Ghillardi

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Nancy Conrad

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Jennifer Galloway

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Francis O'Rourke

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Kathleen Wilkinson

    DESIGNATED DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

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

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

    501(C)(6) · PROMOTE PROFESSIONAL EXCELLENCE AND BETTERMENT OF THE LEGAL PROFESSION. · PA

Provenance

Return type
form_990
Tax year
2024
Filed
8 May 2025
IRS schema version
2024v5.1
Source object
202531339349306933

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