2025-05-12T17:53:59-05:00 2024-12-31 141442607 BST & CO CPAS LLP 10 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2024-01-01 146029915 THE NEW YORK BAR FOUNDATION NEWY 5184875651 ONE ELK STREET ALBANY NY 12207 HON CHERYL E CHAMBERS PRESIDENT 5184875650 2025-05-12 1 0 JEREMY COLE P00436330 5184596700 2025-04-17 2024 2025-03-06 01:10:19Z HON CHERYL E CHAMBERS ONE ELK STREET ALBANY NY 12207 5434514 0 X WWW.TNYBF.ORG X FOUNDATION 1950 NY THE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO ADVANCE LEGAL RESEARCH AND (CONTINUTED ON SCHEDULE O) EDUCATION, TO IMPROVE THE ADMINISTRATION OF JUSTICE, TO PROMOTE PROFESSIONAL ETHICS AND RESPONSIBILITY AND SERVICE TO THE PUBLIC. TO CULTIVATE THE PRESERVATION OF THE HISTORY AND TRADITIONS OF THE LAW, THE COURTS AND THE LEGAL PROFESSION. TO ENCOURAGE BETTER PUBLIC UNDERSTANDING OF OUR LEGAL HERITAGE. TO AID IN MAKING LEGAL INSTITUTIONS MORE RESPONSIVE TO THE PUBLIC INTEREST. TO SPONSOR STUDIES, CONFERENCES, PUBLICATIONS, AND ANY AND ALL OTHER MEANS OF DISCOURSE, COMMUNICATION, AND EXCHANGE OF IDEAS APPROPRIATE TO THE FOREGOING. 22 21 0 47 0 0 845461 1536045 0 0 269026 1113226 -12234 -8615 1102253 2640656 898181 838987 0 0 0 0 140000 514394 660965 487198 613211 1525379 1966592 -423126 674064 12412723 13106895 9252 72266 12403471 13034629 SEE FORM 990, SCHEDULE O FOR THE FOUNDATION'S MISSION. 0 0 928735 838987 >> AWARDS AND GRANTS: THE FOUNDATION MAKES VARIOUS PROGRAM SERVICE AWARDS AND GRANTS TO CHARITABLE AND OTHER TAX-EXEMPT ORGANIZATIONS. INDIVIDUAL AWARDS AND GRANTS IN EXCESS OF $5,000 ARE DETAILED, ALONG WITH OTHER RELEVANT INFORMATION OF THE GRANTEE/ORGANIZATION, ON FORM 990, SCHEDULE I, PART II.>> CY PRES ADMINISTRATION: THE FOUNDATION HAS, FROM TIME TO TIME, RECEIVED DISTRIBUTIONS OF VARIOUS CY PRES (AND SPECIAL COURT ORDERED) FUNDS RELATING TO UNCLAIMED AND UNDISTRIBUTED MONIES AVAILABLE UNDER VARIOUS CLASS ACTION SETTLEMENTS. THE COURT'S APPROVAL OF THESE SETTLEMENTS GENERALLY PROVIDES THAT THE FOUNDATION WILL OVERSEE AND ADMINISTER THEIR DISTRIBUTION. 928735 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X AMIRA RIZVANOVIC 5184875512 ONE ELK STREET ALBANY NY 12207 CARLA M PALUMBO IMMEDIATE PAST PRESIDENT 8.00 X X 0 0 0 HON CHERYL E CHAMBERS PRESIDENT 6.00 X X 0 0 0 C BRUCE LAWRENCE TREASURER 4.00 X X 0 0 0 PAMELA MCDEVITT SECRETARY 2.00 40.00 X X 0 365293 37440 LUCIA B WHISENAND ASST. SECRETARY 5.00 X X 0 0 0 SUSAN B LINDENAUER CHIEF PUBLICITY OFFICER 4.00 X X 0 0 0 JAMES R BARNES CHAIR OF THE FELLOWS 4.00 X X 0 0 0 JUNE M CASTELLANO DIRECTOR 2.00 X 0 0 0 JOHN P CHRISTOPHER DIRECTOR 2.00 X 0 0 0 ILENE S COOPER DIRECTOR 1.00 X 0 0 0 DONALD C DOERR VICE CHAIR OF THE FELLOWS 3.00 X 0 0 0 VINCENT E DOYLE III DIRECTOR 2.00 X 0 0 0 GIOIA A GENSINI DIRECTOR 1.00 X 0 0 0 JAMES B KOBAK JR DIRECTOR 2.00 X 0 0 0 ELLEN G MAKOFSKY DIRECTOR 2.00 X 0 0 0 ELLIS R MIRSKY DIRECTOR 1.00 X 0 0 0 MIRNA M SANTIAGO DIRECTOR 1.00 X 0 0 0 DAVID M SCHRAVER VICE PRESIDENT 10.00 X X 0 0 0 LAUREN E SHARKEY DIRECTOR 1.00 X 0 0 0 DAVID C SINGER DIRECTOR 2.00 X 0 0 0 LAUREN J WACHTLER VICE CHAIR OF THE FELLOWS 4.00 X 0 0 0 WILLIAM T RUSSELL JR ASST. TREASURER 3.00 X X 0 0 0 0 365293 37440 0 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING CONSULTING 513994 1 67396 116500 1352149 38845 1536045 362523 362523 3490551 2739848 750703 750703 750703 45395 67396 54010 -8615 -8615 2640656 0 0 1104611 X 560542 560542 278445 278445 18035 18035 514394 514394 78200 78200 10131 10131 9197 2156 3286 3755 REIMBURSED COSTS - PERS 335797 86406 112341 137050 BAD DEBT EXPENSE 88876 88876 REIMBURSED COSTS - IT 34976 34976 REIMBURSED COSTS - OTHE 19609 19609 18390 1186 11438 5766 1966592 928735 376892 660965 559830 554398 305329 700794 696119 12200 62839 209391 200176 18415 9215 8134680 7997312 3382269 3086218 12412723 13106895 202 60516 9050 11750 9252 72266 X 11240529 11319270 1162942 1715359 12403471 13034629 12412723 13106895 674064 -42906 0 X X 0 1 X 1 0 X 667048 548044 515364 845461 1536045 4111962 667048 548044 515364 845461 1536045 4111962 41088 4070874 580700 732800 302971 207992 362523 2186986 41241 45395 86636 6385584 0.63750 0.59190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: AUCTION REVENUES - 2023 AMOUNT: $ 41,241. 2024 AMOUNT: $ 45,395. FORM 990, SCHEDULE A / PUBLIC CHARITY STATUS PRIOR TO 2010, THE FOUNDATION WAS CLASSIFIED AS A TYPE II SUPPORTING ORGANIZATION, AND AS SUCH, BOX 12(B) WAS CHECKED UNDER SCHEDULE A, PART I. DURING 2010, THE FOUNDATION APPLIED FOR, AND WAS GRANTED, A CHANGE IN ITS PUBLIC CHARITY STATUS BY THE INTERNAL REVENUE SERVICE. THIS CHANGE, TO 'AN ORGANIZATION THAT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM A GOVERNMENTAL UNIT OR FROM THE GENERAL PUBLIC', RESULTS IN THE CHECKING OF BOX 7 (RATHER THAN BOX 12B) UNDER SCHEDULE A, PART I. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1034561 50425 245063 55500 1274549 809786 250 257275 32750 1034561 1261284 50 -400248 51300 809786 1037448 1080 259056 36300 1261284 914424 7460 148564 33000 1037448 1.00000 0 0 209391 200176 9215 9215 DUE FROM ASSOCIATION, NET 3076915 ACCRUED INTEREST RECEIVABLE 9303 3086218 X 2616560 -42906 81845 38939 2577621 78200 -15165 63035 2640656 1985402 81845 15165 97010 1888392 78200 78200 1966592 PART X, LINE 2: THE FOUNDATION FILES FORM 990 ANNUALLY WITH THE INTERNAL REVENUE SERVICE. WHEN INCOME TAX RETURNS ARE FILED, SOME TAX POSITIONS TAKEN ARE HIGHLY CERTAIN TO BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHER TAX POSITIONS ARE SUBJECT TO UNCERTAINTY ABOUT THE TECHNICAL MERITS OF THE POSITION OR THE AMOUNT OF THE POSITION'S TAX BENEFIT THAT WOULD BE ULTIMATELY SUSTAINED. THE PORTION OF THE BENEFITS ASSOCIATED WITH THE TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS PREVIOUSLY DESCRIBED IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION AND INCLUDES, WHERE APPLICABLE, ACCRUED INTEREST AND/OR PENALTIES ATTRIBUTABLE TO THE UNRECOGNIZED TAX BENEFITS. THE FOUNDATION RECOGNIZES THE TAX BENEFITS FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS CONCLUDED THAT THE FOUNDATION HAS NOT TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -15,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 15,165. X X X X 1 COMMUNITY COUNSELLING SERIVCE LLC 527 MADISON AVE 5TH FLOOR NEW YORK NY 10022 FUNDRAISING PLANNING CONSULTATION 0 0 513994 -513994 513994 -513994 NY AUCTION 88845 43450 45395 38845 14686 ONLINE CAMPAIGN - VETERANS 17196 17196 240 1 6750 6750 239 112791 67396 45395 38845 15165 54010 -8615 1 ACCESS JUSTICE BROOKLYN 44 COURT STREET SUITE 1206 BROOKLYN NY 11201 113155182 501(C)(3) 7500 0 ACCESS JUSTICE BROOKLYN FAMILY STABILIZATION PROGRAM ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK FUND INC DBA CITY BAR J 42 WEST 44TH ST NEW YORK NY 10036 136003018 501(C)(3) 15000 0 INTERGENERATIONAL RESOURCE PRESERVATION INITIATIVE BROOKLYN DEFENDER SERVICES 177 LIVINGSTON STREET 7TH FLOOR BROOKLYN NY 11201 113305406 501(C)(3) 6000 0 CIVIL JUSTICE AFFORDABLE HOUSING SPECIALIST BROOKLYN LEGAL SERVICES 105 COURT STREET 3RD FLOOR BROOKLYN NY 11201 132605605 501(C)(3) 5290 0 BROOKLYN LEGAL SERVICES FAMILY & DOMESTIC VIOLENCE LAW UNIT BROOKLYN LEGAL SERVICES CORPORATION A 260 BROADWAY 2ND FLOOR BROOKLYN NY 11211 132605599 501(C)(3) 5290 0 SMALL BUSINESS SUPPORT PROJECT CENTER FOR COMMUNITY ALTERNATIVES 115 EAST JEFFERSON STREET SUITE 300 SYRACUSE NY 13202 161395992 501(C)(3) 6290 0 CIVIC RESTORATION SERVICES / REENTRY ADVOCACY CENTER FOR ELDER LAW & JUSTICE 438 MAIN STREET SUITE 1200 BUFFALO NY 14202 161118282 501(C)(3) 6000 0 IDEA (INCLUSION, DIVERSITY, EQUITY, AWARENESS) SCHOLAR PROGRAM CENTER FOR FAMILY REPRESENTATION (CFR) 40 WORTH ST SUITE 605 NEW YORK NY 10013 510419496 501(C)(3) 6290 0 CFR'S INTERDISCIPLINARY IMMIGRATION PRACTICE CORRECTIONAL ASSOCIATION OF NEW YORK PO BOX 793 BROOKLYN NY 11207 135562324 501(C)(3) 5790 0 A CALL FOR HELP: STANDING UP A HOTLINE UNDER CANYS OVERSIGHT AUTHORITY EAC NETWORK 99 QUENTIN ROOSEVELT BLVD SUITE 200 GARDEN CITY NY 11530 237175609 501(C)(3) 6500 0 SUFFOLK COUNTY PRE-PLEA COMMUNITY SERVICE PROGRAM FAIR HOUSING JUSTICE CENTER INC 30-30 NORTHERN BLVD 302 LONG ISLAND CITY NY 11101 208681674 501(C)(3) 6290 0 FAIR HOUSING LEGAL CLINICS HER JUSTICE INC 100 BROADWAY 10TH FLOOR NEW YORK NY 10005 133688519 501(C)(3) 5290 0 HER JUSTICE TRAFFICKING SURVIVORS RESILIENCY PROJECT HIAS 1300 SPRING ST SUITE 500 SILVER SPRING MD 20910 135633307 501(C)(3) 9090 0 STABILIZING THE FAMILY UNIT PROTECTING IMMIGRANT YOUTH THROUGH FAMILY AND IMMIGRATION LAW HORSEHEADS FAMILY RESOURCE CENTER 1034 W BROAD STREET HORSEHEADS NY 14845 273576674 501(C)(3) 7290 0 HFRC ADVOCACY PROJECT HUMAN RIGHTS FIRST 75 BROAD STREET 31ST FLOOR NEW YORK NY 10004 133116646 501(C)(3) 5290 0 HUMAN RIGHTS FIRST - SECURING WORK AUTHORIZATION JUSTCAUSE 1 WEST MAIN STREET 5TH FLOOR ROCHESTER NY 14614 222462905 501(C)(3) 8000 0 DEBT MANAGEMENT ADVICE CLINIC AND CONSUMER DEBT PROGRAM LEGAL ACTION CENTER 225 VARICK STREET 4TH FLOOR NEW YORK NY 10014 132756320 501(C)(3) 7000 0 HELPING NEW YORKERS OBTAIN THEIR ARREST AND CONVICTION RECORDS LEGAL SERVICES OF THE HUDSON VALLEY 90 MAPLE AVENUE WHITE PLAINS NY 10601 136265606 501(C)(3) 7000 0 2024 PUBLIC BENEFITS AND INCOME STABILIZATION SERVICES, SEVEN COUNTY SERVICE REGION LGBT BAR ASSOCIATION AND FOUNDATION OF GREATER NEW YORK 120 WALL ST 19TH FL NEW YORK NY 10005 133828712 501(C)(3) 8500 0 THE LGBT BAR ASSN. 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OF GREATER NEW YORK (LEGAL) MANHATTAN WEEKLY WALK-IN CLINIC LONG ISLAND ALZHEIMER'S AND DEMENTIA CENTER 1025 OLD COUNTRY ROAD SUITE 115 WESTBURY NY 11590 112926958 501(C)(3) 5290 0 LEGAL SERVICES & INFORMATION FOR THOSE CARING FOR ADULTS WITH DOWN SYNDROME & ALZHEIMER'S DISEASE MOBILIZATION FOR JUSTICE INC 100 WILLIAM STREET 6TH FLOOR NEW YORK NY 10038 132622748 501(C)(3) 6290 0 IMMIGRATION LAW PROJECT NEW ECONOMY PROJECT 121 W 27TH ST SUITE 804 NEW YORK NY 10001 133842270 501(C)(3) 6290 0 FINANCIAL JUSTICE PROJECT NONNIE HOOD PARENT RESOURCE CENTER 300 CIVIC CENTER PLAZA SUITE 210 CORNING NY 14830 161595533 501(C)(3) 10000 0 NURTURING CONNECTIONS- SUPERVISED VISITATION PROGRAM AT NONNIE HOOD PARENT RESOURCE CENTER NEW YORK STATE BAR ASSOCIATION 1 ELK STREET ALBANY NY 12207 140923640 501(C)(6) 11750 0 NYSBA PRESIDENTIAL TASK FORCE: CONVOCATION ON CIVICS NEW YORK STATE BAR ASSOCIATION 1 ELK STREET ALBANY NY 12207 140923640 501(C)(6) 7000 0 THE PRO BONO APPEALS PROGRAM (PBAP) FOR THE 3RD AND 4TH DEPARTMENTS NEW YORK STATE BAR ASSOCIATION 1 ELK STREET ALBANY NY 12207 140923640 501(C)(6) 10000 0 PRO BONO ATTORNEY AND CIVIL LEGAL SERVICE REFERRAL ONLINE PLATFORM. NEW YORK STATE BAR ASSOCIATION 1 ELK STREET ALBANY NY 12207 140923640 501(C)(6) 14000 0 NEW YORK STATE HIGH SCHOOL MOCK TRIAL PROGRAM (2023-2024) NEW YORK STATE BAR ASSOCIATION 1 ELK STREET ALBANY NY 12207 140923640 501(C)(6) 90000 0 EXPANDED LAP SERVICES & ADDITIONAL STAFF FOR ATTORNEY WELL-BEING PROGRAM PRO BONO NET 151 W 30TH STREET 6TH FLOOR NEW YORK NY 10001 061521179 501(C)(3) 5790 0 THE PUBLIC BENEFITS LEGAL ENHANCEMENT ASSISTANCE PROJECT PRONTO OF LONG ISLAND 128 PINE AIRE DRIVE BAY SHORE NY 11706 112317426 501(C)(3) 7500 0 LEGAL HELP FOR IMMIGRANTS WORKSHOPS AND INTAKE RESOURCE SERVICES SAFE HORIZON INC 2 LAFAYETTE ST FL 3 NEW YORK NY 10007 132946970 501(C)(3) 7500 0 IMMIGRATION LAW PROJECT (ILP) START SMALL THINK BIG WWWSTARTSMALLTHINKBIGORG NEW YORK NY 10027 271821066 501(C)(3) 5290 0 IMPROVING ACCESS TO LEGAL SERVICES FOR SMALL BUSINESS OWNERS THE FAMILY CENTER INC 493 NOSTRAND AVENUE 3RD FLOOR BROOKLYN NY 11216 133910716 501(C)(3) 8790 0 THE FAMILY CENTER ECONOMIC JUSTICE PROJECT (TFCS EJP) THE LEGAL AID BUREAU OF BUFFALO INC 290 MAIN STREET SUITE 400 BUFFALO NY 14202 160743069 501(C)(3) 10790 0 VETERANS AND MILITARY FAMILIES CIVIL LEGAL SERVICES INITIATIVE THE LEGAL AID SOCIETY 199 WATER STREET NEW YORK NY 10038 135562265 501(C)(3) 7200 0 EXPANDING ACCESS TO EDUCATION FOR LOW-INCOME NEW YORKERS THE LEGAL AID SOCIETY OF ROCHESTER NY 1 WEST MAIN ST ROCHESTER NY 14614 160743070 501(C)(3) 7500 0 ACCESS TO EDUCATION LAW PROJECT THE POTTERS HANDS FOUNDATION INC PO BOX 1564 CORNING NY 14830 464010419 501(C)(3) 5600 0 ACCESS TO LIFE'S ESSENTIALS: LEVELING THE PLAYING FIELD FOR TRAFFICKED SURVIVORS THURGOOD MARSHALL JUNIOR MOCK TRIAL PROGRAM PO BOX 524207 BRONX NY 10452 136138186 501(C)(3) 8000 0 26TH ANNUAL THURGOOD MARSHALL JUNIOR MOCK TRIAL COMPETITION UNDER 21 DBA COVENANT HOUSE NEW YORK 460 WEST 41ST ST NEW YORK NY 10036 133076376 501(C)(3) 5290 0 LEGAL SERVICES FOR YOUTH EXPERIENCING HOMELESSNESS UNITED TENANTS OF ALBANY INC 295 HAMILTON ST ALBANY NY 12210 141557371 501(C)(3) 11000 0 PROACTIVE COURT ADVOCACY: TENANT DIGNITY AND SAFE HOUSING ACT UNLOCAL INC 45 W 29TH STREET SUITE 203 NEW YORK NY 10001 412278265 501(C)(3) 5790 0 POST ORDER DEFENSE (POD) TEAM PROJECT URBAN RESOURCE INSTITUTE 205 EAST 42 STREET 13TH FLOOR NEW YORK NY 10017 112561648 501(C)(3) 6500 0 LEGAL EDUCATION AND ADVOCACY PROGRAM (LEAP) VOLUNTEERS OF LEGAL SERVICE 40 WORTH STREET SUITE 829 NEW YORK NY 10013 133234630 501(C)(3) 7000 0 VOLUNTEERS OF LEGAL SERVICE (VOLS) MICROENTERPRISE PROJECT (MEP) WESTERN NEW YORK LAW CENTER INC 37 FRANKLIN ST SUITE 210 BUFFALO NY 14202 161497552 501(C)(3) 8790 0 SMALL BUSINESS LEGAL CLINIC (SBLC) YOUNG NEW YORKERS 30 3RD AVENUE SUITE 103 BROOKLYN NY 11217 811465388 501(C)(3) 6290 0 VICTORIES OVER ADVERSITY: THE BURLAP PROJECT 76 1 SCHOLARSHIPS & FELLOWSHIPS 52 273500 TRAVEL REIMBURSEMENT 17 4945 PART I, LINE 2: THE FOUNDATION HAS A GRANT MAKING PROGRAM WHICH IS ADMINISTERED BY A BOARD OF DIRECTORS CONSISTING OF DISTINGUISHED LAWYERS FROM ACROSS NEW YORK STATE. THE FOUNDATION AWARDS GRANTS AFTER A CAREFUL REVIEW BY A COMMITTEE OF ITS BOARD OF DIRECTORS WHO HAVE EXTENSIVE KNOWLEDGE AND EXPERIENCE WITH LAW-RELATED ORGANIZATIONS THROUGHOUT THE STATE. THIS COMMITTEE PRESENTS ITS RECOMMENDATIONS TO THE FOUNDATION'S FULL BOARD FOR APPROVAL. THE GRANT REVIEW PROCESS REFLECTS THE QUALITY AND SOPHISTICATION OF THE BOARD'S JUDGMENT AS TO WHICH ORGANIZATIONS DESERVE FUNDING FOR PROGRAMS THAT ARE MOST BENEFICIAL TO ELIGIBLE ORGANIZATIONS AND COMMUNITIES. THE FOUNDATION'S GRANT MAKING PROCEDURES ALSO PROVIDE FOR A BOARD AND COMMITTEE RECUSAL PROCESS WITH PROSPECTIVE GRANTEES UNDER CONSIDERATION. IN SUMMARY, THE FOUNDATION'S COLLECTIVE LEGAL EXPERTISE MAKES IT UNIQUELY QUALIFIED TO REVIEW GRANT PROPOSALS FOR LAW-RELATED PROGRAMS WITH GRANTS THAT ARE OFTEN AWARDED TO AN ORGANIZATION CONTINGENT UPON ENHANCEMENTS THAT MAY BEST UTILIZE THE FOUNDATION'S GRANT FUNDING. 0 0 0 0 0 0 0 0 0 PAMELA MCDEVITT SECRETARY 0 365293 0 0 0 0 0 20700 0 16740 0 402733 0 0 PART I, LINE 1A: THE EXECUTIVE DIRECTOR OF THE NEW YORK STATE BAR ASSOCIATION (NYSBA), A RELATED TAX EXEMPT ORGANIZATION (SEE SCHEDULE R), SERVES AS SECRETARY TO THE FOUNDATION BOARD. THIS INDIVIDUAL HOWEVER, RECEIVES NO COMPENSATION FROM THE FOUNDATION. UNDER IRS' DISCLOSURE REQUIREMENTS, THIS INDIVIDUAL'S COMPENSATION IS LISTED IN THE FOUNDATION'S FORM 990 UNDER BOTH PART VII AND SCHEDULE J. ADDITIONAL INFORMATION RELATING TO THIS INDIVIDUAL'S COMPENSATION ARRANGEMENT IS DETAILED IN THE 2024 FORM 990 FOR NYSBA. X 10315 RETAIL VALUE X 1 600 RETAIL VALUE X GIFT CERTIFICATES FOR AUCTION 18 23330 CASH VALUE X ENTERTAINMENT TICKETS 5 4600 CASH VALUE 0 0 0 PART I, COLUMN (B): INDIVIDUAL CONTRIBUTIONS OF ITEMS TO BE AUCTIONED FORM 990, PART VI, SECTION A, LINE 2 CERTAIN DIRECTORS MAY SHARE BUSINESS RELATIONSHIPS THROUGH A PARTNERSHIP OR OTHER AFFILIATION WITH VARIOUS LAW FIRMS WITH WHOM THEY ARE EITHER EMPLOYED, ARE PARTNERS, OR OTHERWISE AFFILIATED. IN ADDITION, TWO DIRECTORS OF THE FOUNDATION ARE MEMBERS-AT-LARGE, AND ONE DIRECTOR OF THE FOUNDATION IS A KEY EMPLOYEE, OF THE NEW YORK STATE BAR ASSOCIATION, A 501(C)(6) MEMBERSHIP ORGANIZATION RELATED TO THE FOUNDATION (SEE SCHEDULE R). THESE RELATIONSHIPS EXIST IN THE NORMAL COURSE, WITHOUT EITHER CONTROL OR ANY DIRECT OR INDIRECT BUSINESS INTEREST ON THE PART OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 6 PERSONS WHO ARE MEMBERS OF THE HOUSE OF DELEGATES OF THE NEW YORK STATE BAR ASSOCIATION (SEE SCHEDULE R), WHETHER BY ELECTION OR EX OFFICIO, ARE ALSO MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF THE FOUNDATION ARE ELECTED AT THE ANNUAL MEETING OF MEMBERS AND HOLD OFFICE FOR TERMS OF THREE YEARS COMMENCING JUNE 1 OF THE YEAR OF ELECTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FOUNDATION'S AUDIT COMMITTEE AND, SUBSEQUENTLY, PROVIDED TO THE FOUNDATION'S BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS IMPLEMENTED CERTAIN WRITTEN POLICIES, INCLUDING FORMAL CONFLICT OF INTEREST, WHISTLEBLOWER, AND RECORD MANAGEMENT POLICIES. THE WRITTEN CONFLICT OF INTEREST POLICY IS SUPPLEMENTED BY THE FOUNDATION'S MONITORING AND ENFORCING OF CONFLICTS OF INTEREST THROUGH PERIODIC CONFLICT OF INTEREST DOSCLOSURE QUESTIONNAIRES AND A REQUIRING FOR CONTINUING BOARD MEMBER DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION'S COMPENSATION POLICIES AND PRACTICES PROVIDE, THAT WITH RESPECT TO ITS REIMBURSED EMPLOYEES, A COMMITTEE OF THE BOARD, COMPRISED OF INDEPENDENT PERSONS, DETERMINE ALL COMPENSATION AND COMPENSATION RELATED CHANGES BASED ON, AMONG OTHER ITEMS, PERFORMANCE, COMPARABILITY DATA AND OTHER STANDARDS AND BENCHMARKS. A CONTEMPORANEOUS SUBSTANTIATION OF THE COMMITTEE'S DELIBERATION AND DECISIONS IS PROVIDED TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PARTS V, VII, AND IX / SUPPLEMENTAL INFORMATION ON SALARIES THE FOUNDATION HAS NO EMPLOYEES AND, AS SUCH, FILES NO EMPLOYMENT TAX RETURNS. THE NEW YORK STATE BAR ASSOCIATION (A RELATED ORGANIZATION, SEE SCHEDULE R) EMPLOYS INDIVIDUALS WHO WORK FOR THE FOUNDATION AND ARE RESPONSIBLE FOR THE FOUNDATION AND ARE RESPONSIBLE FOR ITS DAY-TO-DAY OPERATIONS. THE SALARIES AND RELATED BENEFIT COSTS FOR THESE INDIVIDUALS ARE REIMBURSED BY THE FOUNDATION PURSUANT TO AN AGREEMENT BETWEEN THE TWO ENTITIES. AS MORE FULLY DETAILED UNDER SCHEDULE R, THIS AGREEMENT PROVIDED FOR THE TOTAL 2024 REIMBURSED COMPENSATION AND BENEFIT COSTS OF $335,797. FOR FORM 990 REPORTING PURPOSES, THESE COSTS ARE INCLUDED UNDER REIMBURSED COSTS IN THE STATEMENT OF FUNCTIONAL EXPENSES (PAGE 10, PART IX, LINE 24: $408,771) AND AS FUNDRAISING EXPENSES (PAGE 9, PART VIII, LINE 8B: $15,166) WITH A TOTAL AMOUNT OF $423,937. FORM 990 PART XII LINE 2C THE FOUNDATION'S AUDIT COMMITTEE ASSUMES REPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE INDEPENDENT AUDITOR. NEW YORK STATE BAR ASSOCIATION ONE ELK STREET ALBANY NY 12207 140923640 SEE SCHEDULE O NY 501(C)(6) NO 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 REIMBIMBURSEMENT OF SALARIES & EXP TO THE NEW YORK STATE BAR ASSOCIATION P 423937 ACTUAL COSTS GRANTS AND PROGRAM COSTS TO THE NEW YORK STATE BAR ASSOCIATION B 142750 SEE SCHEDULE I, PART II SECTION FUNDED GRANTS PAID TO THE NEW YORK BAR FOUNDATION C 116500 SEE SCHEDULE B