Form 990 for tax year 2022
Filed by MASSACHUSETTS BAR FOUNDATION INC.
Totals
- Total revenue
- $4,148,301
- Total expenses
- $3,188,298
- Contributions and grants received
- $4,037,110
- Grants paid
- $2,795,216
- Program service revenue
- $0
- Investment income
- $111,191
- Other revenue
- $0
- Total assets, end of year
- $9,089,779
- Total liabilities, end of year
- $1,357,849
- Net assets or fund balances, end of year
- $7,731,930
- Program services expenses (Part IX)
- $2,795,216
- Management and general expenses
- $393,082
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,795,216
Program services were 87.7% 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.
-
1b · Membership dues
$151,166
-
1e · Government grants (contributions)
$3,726,386
-
1f · All other contributions, gifts and grants
$159,558
-
3 · Investment income
total $79,198 · excluded $79,198
-
7a · Gross sales of assets other than inventory
securities $2,198,251
-
7b · Less cost or other basis and sales expenses
securities $2,166,258
-
7c · Gain or loss
securities $31,993
-
7d · Net gain or loss
total $31,993 · excluded $31,993
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,795,216 · program services $2,795,216
-
5 · Compensation of officers, directors and key employees
total $159,465 · management and general $159,465
-
7 · Other salaries and wages
total $57,916 · management and general $57,916
-
9 · Other employee benefits
total $14,712 · management and general $14,712
-
10 · Payroll taxes
total $15,246 · management and general $15,246
-
11c · Fees: accounting
total $45,784 · management and general $45,784
-
13 · Office expenses
total $66,210 · management and general $66,210
-
17 · Travel
total $950 · management and general $950
-
19 · Conferences, conventions and meetings
total $26,101 · management and general $26,101
-
22 · Depreciation, depletion and amortization
total $408 · management and general $408
-
23 · Insurance
total $3,399 · management and general $3,399
-
24a · Other expenses: RECOGNITION & AWARD EXP
total $2,891 · management and general $2,891
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $303,708 · end of year $267,607
-
2 · Savings and temporary cash investments
beginning of year $1,186,564 · end of year $2,147,142
-
3 · Pledges and grants receivable
end of year $218,510
-
4 · Accounts receivable
beginning of year $71 · end of year $17,004
-
9 · Prepaid expenses and deferred charges
beginning of year $13,917 · end of year $4,500
-
10a · Land, buildings and equipment: cost or other basis
$12,775
-
10b · Land, buildings and equipment: accumulated depreciation
$9,044
-
10c · Land, buildings and equipment, net
beginning of year $4,140 · end of year $3,731
-
12 · Investments: other securities
beginning of year $7,571,184 · end of year $6,414,792
-
15 · Other assets
beginning of year $18,020 · end of year $16,493
-
17 · Accounts payable and accrued expenses
beginning of year $58,308 · end of year $50,349
-
18 · Grants payable
beginning of year $1,306,391 · end of year $1,307,500
-
27 · Net assets without donor restrictions
beginning of year $3,279,246 · end of year $2,687,901
-
28 · Net assets with donor restrictions
beginning of year $4,453,659 · end of year $5,044,029
Mission and programs · 2022
Mission
THE MBF WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW-INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW.
Activities or mission (Part I)
THE MASSACHUSETTS BAR FOUNDATION WAS ORGANIZED TO COLLECT AND DISTRIBUTE FUNDS TO PROGRAMS THROUGHOUT MASSACHUSETTS THAT ENHANCE THE DELIVERY OF CIVIL LEGAL SERVICES TO LOW INCOME INDIVIDUALS, ADVANCE LAW-RELATED AND JUDICIAL EDUCATION, AND IMPROVE THE ADMINISTRATION OF JUSTICE AND THE PUBLIC AWARENESS OF THE LAW.
-
IOLTA GRANTS
Expenses $2,595,426 · Grants $2,595,426
-
FELLOWS GRANTS
Expenses $64,290 · Grants $64,290
-
GANTS FUND GRANTS
Expenses $120,000 · Grants $120,000
-
SMITH FUND GRANTS ($12,000) AND MLGBA GRAY SCHOLARSHIP ($3,500).
Expenses $15,500 · Grants $15,500
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Richard J Grahn EsqRICHARD J GRAHN ESQ
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Angela C McConney EsqANGELA C MCCONNEY ESQ
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
David C Henderson EsqDAVID C HENDERSON ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Corey M Carvalho EsqCOREY M CARVALHO ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Valerie C Caldwell EsqVALERIE C CALDWELL ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hon Scott D PetersonHON SCOTT D PETERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hon Megan H ChristopherHON MEGAN H CHRISTOPHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly E Winter EsqKIMBERLY E WINTER ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Edward F Dombroski Jr EsqEDWARD F DOMBROSKI JR ESQ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
G Perry Wu EsqG PERRY WU ESQ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Hon Marguerite T GrantHON MARGUERITE T GRANT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Magaret J Hurley EsqMAGARET J HURLEY ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hon Maynard M KirpalaniHON MAYNARD M KIRPALANI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Paul J Klehm EsqPAUL J KLEHM ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Melissa Langa EsqMELISSA LANGA ESQ
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
John T Lynch EsqJOHN T LYNCH ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James F Martin EsqJAMES F MARTIN ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hon Mark D MasonHON MARK D MASON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Iris Taymore Schnitzer EsqIRIS TAYMORE SCHNITZER ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frank J Ciano EsqFRANK J CIANO ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher P Sullivan EsqCHRISTOPHER P SULLIVAN ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tara D Dunn EsqTARA D DUNN ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Jeanne Stone EsqMARY JEANNE STONE ESQ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susannah ThomasSUSANNAH THOMAS
EXECUTIVE DIRECTOR
- Total calculated
- $159,465
- From this org
- $0
- From related orgs
- $128,478
- Other
- $30,987
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $128,478 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,014 related
- Nontaxable benefits
- $0 + $25,973 related
- Filer's total
- $0 + $159,465 related
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
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
-
$261,690
VARIOUS
-
VARIOUS
-
$170,000
VARIOUS
-
$155,000
EDUCATION PROGRAM FOR JUDGES
-
$126,900
VARIOUS
-
VARIOUS
-
IMMIGRATION LAW PROGRAM
-
VARIOUS
-
$97,000
VARIOUS
-
$72,500
VARIOUS
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.
-
501(C)(6) · PROMOTE THE LAW TO BOTH THE PUBLIC AND LEGAL PROFESSION. · MA
-
501(C)(3) · DEVELOP AND DELIVER EDUCATIONAL PROGRAMS; PUBLISH SCHOLARLY PUBLICATIONS · MA · controlled entity
Directly controlled by MASSACHUSETTS BAR ASSOCIATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MBA INSURANCE AGENCY INC
C · INSURANCE BROKER · MA
Directly controlled by MASSACHUSETTS BAR ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312379349300416
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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