Middlesex County Bar Foundation Tr FY2020 filing

Tax-deductible

New Brunswick, NJ501(c)(3)Crime & LegalEIN 22-6539580Revenue $133K in FY2020

On file with the IRSmcbf.org87 Bayard St, 08901-2101 · New Brunswick, NJTax-exempt since Jan 1996Publicly supported — 509(a)(2)

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The Middlesex County Bar Foundation mcbf is a non-profit corporation organized for the benefit of and to carry out the charitable, scientific, literary and educational purposes of the Middlesex County Bar Foundation.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $91K a year · 44% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
28 mo
of spending, in cash
Looks good: 27.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
31
of 31 voting members
Looks good: 31 of 31 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$133K
Spent
$103K
To programs
88%
Net assets
$2.4M
By yearFY2020–FY2025
Revenue
$133K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$133K
FY2021$116K
FY2022$142K
FY2023$165K
FY2024$169K
FY2025$515K
Expenses
$103K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$103K
FY2021$136K
FY2022$112K
FY2023$106K
FY2024$118K
FY2025$123K
Net assets
$2.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.4M
FY2021$2.8M
FY2022$2.5M
FY2023$2.7M
FY2024$3.1M
FY2025$3.3M

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $90K Management & general 12% · $13K Fundraising 0% · $80

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

31 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
President-Elect
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports charitable, scientific, literary, and educational purposes for the community.

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Provided by the organization

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3 programs · $2K · in their own filed words · FY2019
01

Help for homeless

$1Kprogram expense
02

Essay contest for middlesex county high school students to promote the study of law.

$537program expense
03

National adoption day

$239program expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $15K · 2022–2022
Unitemized GrantFY2022$15,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$133K
Ln 12
Investment incomeLn 3$90K
Other incomeLn 4–11$26K
Gifts and grantsLn 1h$17K
Money outPt IX
$103K
Ln 25
Programscol B$90K
Managementcol C$13K
Fundraisingcol D$80
Owns and owesPt X
$2.4M
net assets · Ln 32
Cash and savingsLn 1–2$237K
Total assetsLn 16$2.4M
LiabilitiesLn 26$0
PeoplePt VI, VII
31
listed · VII A
PaidVII A0
Voting boardVI 1a31
IndependentVI 1b31
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17K
Investment incomeLn 3$90K
Other incomeLn 4–11$26K
Gains on assetsLn 7−$12K
Total revenueLn 12$133K
Assets in detailPt X, end of year
CashLn 1$19K
SavingsLn 2$218K
Cash and savings togetherLn 1–2$237K
InvestmentsLn 11–13$1.8M
Land, buildings, equipmentLn 10c$310K
Total assetsLn 16$2.4M
LiabilitiesLn 26$0
Net assetsLn 32$2.4M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$231K$237K
InvestmentsLn 11–13$2.0M$1.8M
Land, buildings, equipmentLn 10c$248K$310K
Total assetsLn 16$2.4M$2.4M
LiabilitiesLn 26$0$0
Net assetsLn 32$2.4M$2.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$7K$7K
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$766$766
Information technologyLn 14$50$50
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$13K$13K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$80K$80K
All other expensesLn 24e$2K$2K$80
Total functional expensesLn 25$103K$90K$13K$80

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $515K$123K$392K$3.3M 990 PDF
FY2024 $169K$118K$52K$3.1M 990 PDF
FY2023 $165K$106K$59K$2.7M 990 PDF
FY2022 $142K$112K$30K$2.5M 990 PDF
FY2021 $116K$136K−$20K$2.8M 990 PDF
FY2020 Viewing $133K$103K$30K$2.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $132,575 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $20,699$16,855
I-9 Program service revenue$0
I-10 Investment incomePrior year $125,559$90,059
I-11 Other revenuePrior year $29,878$25,661
I-12 Total revenuePrior year $176,136$132,575
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $111,617$102,614
I-18 Total expensesPrior year $111,617$102,614
I-19 Revenue less expensesPrior year $64,519$29,961
Part VI · Governance 31 of 31 board members independent, 2 to look at
VI-1a Voting members of the governing body31
VI-1b Independent voting members31
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $132,575 across 7 lines filed
VIII-1f All other contributions, gifts and grants$16,855
VIII-1h Total contributions, gifts and grants$16,855
VIII-3 Investment incomeExcluded from tax $102,282$102,282
VIII-6 Net rental income or lossExcluded from tax $18,039$18,039
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$12,222−$12,223
VIII-8 Net income from fundraising events$7,622
VIII-12 Total revenueExcluded from tax $108,099$132,575
Part IX · Statement of functional expenses $102,614 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $7,000$7,000
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $766$766
IX-14 Information technologyPrograms $50$50
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $12,709$12,709
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $79,929$79,929
IX-24e All other expensesPrograms $2,080 · Fundraising $80$2,160
IX-25 Total functional expensesPrograms $89,825 · Management $12,709 · Fundraising $80$102,614
Part X · Balance sheet $2,388,075 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $16,053$19,393
X-2 Savings and temporary cash investmentsStart of year $215,302$217,900
X-10c Land, buildings and equipment, netStart of year $247,609$310,478
X-11 Publicly traded securitiesStart of year $1,960,312$1,840,304
X-16 Total assetsStart of year $2,439,276$2,388,075
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $361,880$430,141
X-28 Net assets with donor restrictionsStart of year $2,077,396$1,957,934
X-32 Total net assets or fund balancesStart of year $2,439,276$2,388,075
X-33 Total liabilities and net assetsStart of year $2,439,276$2,388,075
Part XI · Reconciliation of net assets $2,388,075 net assets at year end
XI-1 Total revenue$132,575
XI-2 Total expenses$102,614
XI-3 Revenue less expenses$29,961
XI-4 Net assets at start of year$2,439,276
XI-5 Net unrealized gains (losses) on investments−$81,162
XI-10 Net assets at end of year$2,388,075

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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