TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) HON BARRY F ARMATA...................................................................... DIRECTOR	1.00 .................	X
(2) JENNIFER G BROWN...................................................................... DIRECTOR	1.00 .................	X
(3) MARGARET CASTINADO...................................................................... DIRECTOR	1.00 .................	X
(4) VICTORIA WOODIN CHAVEY...................................................................... VICE PRESIDE	1.00 .................	X	X
(5) ART T COREY...................................................................... DIRECTOR	1.00 .................	X
(6) JULIETT L CRAWFORD...................................................................... DIRECTOR	1.00 .................	X
(7) KAREN DEMEOLA...................................................................... DIRECTOR	1.00 .................	X
(8) TIMOTHY A DIEMAND...................................................................... PRESIDENT	1.00 .................	X	X
(9) HEATHER GERKEN...................................................................... DIRECTOR	1.00 .................	X
(10) EDWARD J HEATH...................................................................... DIRECTOR	1.00 .................	X
(11) JOETTE KATZ...................................................................... DIRECTOR	1.00 .................	X
(12) ANIKA SINGH LEMAR...................................................................... DIRECTOR	1.00 .................	X
(13) STEPHEN L LEWIS...................................................................... TREASURER	1.00 .................	X	X
(14) ISABELLA M SQUICCIARINI...................................................................... DIRECTOR	1.00 .................	X
(15) YAMUNA MENON...................................................................... DIRECTOR	1.00 .................	X
(16) MARGARET MIDDLETON...................................................................... DIRECTOR	1.00 .................	X
(17) EBONI S NELSON...................................................................... DIRECTOR	1.00 .................	X

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(18) HON CESAR A NOBLE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(19) MOY N OGILVIE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(20) VINCENT P PACE........................................................................ DIRECTOR	1.00 .......................	X		0	0
(21) SONIA PEDRAZA........................................................................ DIRECTOR	1.00 .......................	X		0	0
(22) FRANKLIN E PERRY........................................................................ DIRECTOR	1.00 .......................	X		0	0
(23) HON ROBERT A RICHARDSON........................................................................ DIRECTOR	1.00 .......................	X		0	0
(24) HON RICHARD A ROBINSON........................................................................ DIRECTOR	1.00 .......................	X		0	0
(25) NAMITA SHAH........................................................................ DIRECTOR	1.00 .......................	X		0	0
(26) KEITH J SORESSI........................................................................ SECRETARY	1.00 .......................	X	X	0	0
(27) CALVIN K WOO........................................................................ DIRECTOR	1.00 .......................	X		0	0
(28) CHARLES L HOWARD - RESIGNED 1130........................................................................ DIRECTOR	1.00 .......................	X		0	0
(29) ANDREA BARTON REEVES - RESIGNED 517........................................................................ DIRECTOR	1.00 .......................	X		0	0
(30) VANESSA ROBERTS AVERY - RESIGNED 37........................................................................ DIRECTOR	1.00 .......................	X		0	0
(31) NATALIE WAGNER........................................................................ EXECUTIVE DI	40.00 .......................		X	164,941	19,183
(32) ANNE GOICO........................................................................ FINANCE DIRE	40.00 .......................		X	119,385	17,209
(33) STEVE EPPLER-EPSTEIN........................................................................ ACTING EXE D	25.00 .......................		X	0	0

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

CONNECTICUT BAR FOUNDATION

Employer identification number

06-6079763

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	14,667,325	14,866,558	11,836,347	13,724,329	19,775,438	74,869,997
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	14,667,325	14,866,558	11,836,347	13,724,329	19,775,438	74,869,997
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.						74,869,997

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	14,667,325	14,866,558	11,836,347	13,724,329	19,775,438	74,869,997
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	220,688	271,611	238,271	224,724	259,942	1,215,236
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						76,085,233

Gross receipts from related activities, etc. (see instructions) ..................

10,756,265

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

98.400 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

98.420 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

CONNECTICUT BAR FOUNDATION

Employer identification number

06-6079763

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization CONNECTICUT BAR FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization CONNECTICUT BAR FOUNDATION		Employer identification number 06-6079763

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization CONNECTICUT BAR FOUNDATION			Employer identification number 06-6079763
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

CONNECTICUT BAR FOUNDATION

Employer identification number

06-6079763

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	6,172	6,172
e	Other .....	2,057	2,057
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	25,752,165
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-1,992,955
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-1,992,955
3	Subtract line 2e from line 1..................			3	27,745,120
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	27,745,120

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	22,854,880
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3	22,854,880
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	22,854,880

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PAGE 3, PART X

THE FOUNDATION HAS RECEIVED AN EXEMPTION FROM THE INTERNAL REVENUE SERVICE (IRS) FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS REQUIRED TO MAKE THE APPROPRIATE TAX PAYMENTS ON ANY INCOME CONSIDERED UNRELATED TO ITS EXEMPT PURPOSE. MANAGEMENT OF THE FOUNDATION EVALUATES ALL SIGNIFICANT TAX POSITIONS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2022 AND 2021, MANAGEMENT STATED IT DOES NOT HAVE ANY TAX POSITION THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT HAVE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE FOUNDATIONS INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. AS OF DECEMBER 31, 2022 AND 2021, THE FOUNDATIONS FEDERAL AND STATE TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION FOR THREE YEARS AFTER DECEMBER 31, 2019.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
CONNECTICUT BAR FOUNDATION

Employer identification number
06-6079763

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) CENTER FOR CHILDREN'S ADVOCACY 65 ELIZABETH ST HARTFORD,CT06105	06-1489575	501C3	580,544	TO PROVIDE LEGAL SER
(2) THE CHILDREN'S LAW CENTER OF CONNECTICUT 30 ARBOR ST HARTFORD,CT06106	06-1381700	501C3	202,064	TO PROVIDE LEGAL SER
(3) CONNECTICUT FAIR HOUSING CENTER 60 POPIELUSKO COURT HARTFORD,CT06106	06-1453727	501C3	151,387	TO PROVIDE LEGAL SER
(4) CONNECTICUT LEGAL RIGHTS PROJECT PO BOX 351 SILVER STREET MIDDLETOWN,CT06457	22-3069277	501C3	550,675	TO PROVIDE LEGAL SER
(5) CONNECTICUT LEGAL SERVICES 62 WASHINGTON ST MIDDLETOWN,CT06457	06-0955461	501C3	9,419,228	TO PROVIDE LEGAL SER
(6) CONNECTICUT VETERANS LEGAL CENTER 114 BOSTON POST RD WEST HAVEN,CT06516	27-0963659	501C3	690,524	TO PROVIDE LEGAL SER
(7) GREATER HARTFORD LEGAL AID 999 ASYLUM AVE HARTFORD,CT06105	06-0730611	501C3	4,935,899	TO PROVIDE LEGAL SER
(8) LAWYERS FOR CHILDREN AMERICA 151 FARMINGTON AVE HARTFORD,CT06105	06-1412355	501C3	51,130	TO PROVIDE LEGAL SER
(9) NEW HAVEN LEGAL ASSISTANCE 205 ORANGE ST NEW HAVEN,CT06105	06-0793269	501C3	4,088,849	TO PROVIDE LEGAL SER
(10) STATEWIDE LEGAL SERVICES 1290 SILAS DEANE HIGHWAY SUITE 3A WETHERSFIELD,CT06109	06-1445097	501C3	769,043	TO PROVIDE BRIEF LEG
(11) OPEN COMMUNITIES ALLIANCE 75 CHARTER OAK AVE HARTFORD,CT06106	46-4591657	501C3	97,550	TO PROVIDE LEGAL SER
(12) INTEGRATED REFUGE & IMMIGRANT SERVI 235 NICOLL ST 2ND FL NEW HAVEN,CT06511			37,500

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

THE CONNECTICUT BAR FOUNDATION (CBF) ADMINISTERS THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA), INTEREST ON TRUST ACCOUNTS (IOTA), COURT FEES GRANTS-IN-AID (CFGIA), AND THE JUDICIAL BRANCH GRANTS-IN-AID (JBGIA) PROGRAMS. FOR ALL PROGRAMS THE FOLLOWING CRITERIA APPLY: GRANT RECIPIENTS MUST: 1. BE A NON-STOCK CORPORATION QUALIFIED AS TAX EXEMPT UNDER SECTIONS 501(A) AND 501(C) OF THE INTERNAL REVENUE CODE, 2. HAVE AS ITS PRINCIPAL PURPOSE THE DELIVERY OF LEGAL SERVICES TO THE POOR IN CONNECTICUT, 3. HAVE CERTIFIED FINANCIAL STATEMENTS FOR ALL PRECEDING YEARS IN EXISTENCE AND HAVE AN APPOINTED INDEPENDENT CERTIFIED AUDITING FIRM, AND 4. HAVE REGISTERED, WHERE APPLICABLE, WITH THE CONNECTICUT DEPARTMENT OF CONSUMER PROTECTION. CBF ALSO CONSIDERS THE FOLLOWING CRITERIA WHEN DETERMINING GRANT RECIPIENTS: 1. THE CBF ENCOURAGES CHALLENGE GRANTS, FUND-MATCHING, FUND LEVERAGING, AND USE OF VOLUNTEERS. 2. GRANTS WILL NOT BE AVAILABLE TO FUND THE SERVICES OF ATTORNEYS WHO ARE ALSO ENGAGED IN THE PRIVATE PRACTICE OF LAW. 3. THE CBF PREFERS TO FUND APPLICANTS WHO DEMONSTRATE COMMUNITY SUPPORT FOR THEIR PROGRAM AND HAVE GOVERNING BOARDS THAT INCLUDE REPRESENTATIVES FROM BOTH THE LEGAL AND THE LOW-INCOME CLIENT COMMUNITIES. 4. THE CBF AWARDS FUNDS TO ACHIEVE BROAD GEOGRAPHIC AND DEMOGRAPHIC REPRESENTATION THROUGHOUT THE STATE AND SEEKS TO AVOID DUPLICATION OF SIMILAR SERVICES TO THE SAME POPULATION. 5. THE CBF WISHES TO PROMOTE FINANCIAL AND ORGANIZATIONAL STABILITY AND GROWTH IN ITS GRANTEES AND CONTINUITY OF SERVICES TO CONNECTICUT'S LOW INCOME RESIDENTS. IN REVIEWING GRANT APPLICATIONS, CONSIDERATION IS GIVEN TO PREVIOUS CBF RECIPIENTS THAT HAVE SUCCESSFULLY UTILIZED GRANT FUNDS. 6. THE CBF CONSIDERS THE QUALITY, EFFECTIVENESS AND IMPORTANCE OF THE PROPOSED LEGAL SERVICES TO ITS TARGETED POPULATION, AND THE CONTRIBUTION THE PROPOSED SERVICES WOULD MAKE TOWARDS ACHIEVING AN EFFICIENT STATEWIDE SYSTEM OF SERVING ALL OF CONNECTICUT'S MOST VULNERABLE CITIZENS. 7. THE CBF CONSIDERS EACH APPLICANT'S PRIORITIES AND CAPACITY FOR TRAINING, SUPPORT, SUPERVISION OF ITS STAFF, QUALITY CONTROL, DATA COLLECTION, AND ACCURATE REPORTING. THE CBF ALSO PROVIDES IOLTA/IOTA GRANTS FOR LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED FOR STUDENTS ATTENDING LAW SCHOOLS IN CONNECTICUT. CBF MONITORS THE USE OF GRANTS FUNDS BY REVIEWING NARRATIVE, STATISTICAL AND FINANCIAL REPORTS FROM GRANTEES AGREED UPON PROCEDURES ARE ALSO PERFORMED BY OUR AUDITORS AS WELL AS GRANTEES PROVIDING SIGNED ASSURANCES.

Schedule I (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

CONNECTICUT BAR FOUNDATION

Employer identification number

06-6079763

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1NATALIE WAGNER EXECUTIVE DIRECTOR	(i) (ii)	150,941 -------------	14,000 -------------	-------------	19,183 -------------	-------------	184,124 -------------	-------------

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

CONNECTICUT BAR FOUNDATION

Employer identification number

06-6079763

Return Reference	Explanation
FORM 990 - ORGANIZATION'S MISSION	THE MISSION OF THE CONNECTICUT BAR FOUNDATION IS TO FURTHER THE RULE OF LAW AND ASSIST IN EFFORTS TO IMPROVE THE ADMINISTRATION OF JUSTICE IN CONNECTICUT. THIS MISSION IS BASED ON THE FUNDAMENTAL PREMISE THAT THE RULE OF LAW IS ESSENTIAL TO AN ORDERLY AND JUST SOCIETY AND MUST BE AVAILABLE TO ALL, REGARDLESS OF POWER OR RESOURCES. THE FOUNDATION SERVES THIS MISSION IN PART BY WORKING TO SECURE AND ADMINISTER A RELIABLE AND SUFFICIENT FLOW OF FUNDS TO SUPPORT LEGAL SERVICES AND ACCESS TO JUSTICE FOR PERSONS OF LIMITED MEANS. THE FOUNDATION ALSO SERVES ITS MISSION BY SPONSORING PROGRAMS THAT ADDRESS MATTERS CONCERNING THE LEGAL PROFESSION, THE ADMINISTRATION OF JUSTICE AND THE ROLE OF LAW IN SOCIETY.
FORM 990, PAGE 2, PART III, LINE 4A	COURT FEES GRANTS-IN-AID AND JUDICIAL BRANCH GRANT FOR CIVIL LEGAL REPRESENTATION - IN EFFORT TO REPLACE DRASTICALLY REDUCED IOLTA/IOTA REVENUE, THE CONNECTICUT STATE LEGISLATURE PASSED CERTAIN COURT FEE INCREASES EFFECTIVE JULY 1, 2009, JULY 1, 2012, JULY 1, 2014, AND JULY 1, 2016. UNDER THE COURT FEES GRANTS-IN-AID PROGRAM, THE JUDICIAL BRANCH TRANSFERS THE REVENUE FROM THE FEE INCREASES TO THE CBF, WHICH DISTRIBUES THE FUNDS PURSUANT TO SECTION 51-81C OF THE CONNECTICUT GENERAL STATUTES TO CURRENT IOLTA/IOTA GRANTEES FOR THE PURPOSE OF FUNDING THE DELIVERY OF LEGAL SERVICES TO CONNECICUT'S LOW-INCOME POPULATION. LEGISLATION ENACTED IN 2016 ADDED THE CLIENT SECURITY FUND AS A POTENTIAL NEW FUNDING SOURCE, AND FUNDING WAS MADE AVAILABLE FROM THIS SOURCE FROM JULY 2021 THROUGH JUNE 2023. THE CBF BECAME THE ADMINISTRATOR FOR A STATE FUNDED RIGHT TO COUNSEL FOR RESTRAINING ORDER PROGRAM FOR INCOME ELIGIBLE INDIVIDUALS AND PROVIDED THE FIRST GRANTS TO THREE LEGAL AID ORGANIZATIONS IN 2022. THE CBF WAS NAMED AS THE ADMINISTRATOR OF A STATE-WIDE RIGHT TO COUNSEL FOR EVICTION PROGRAM AND MADE GRANTS AVAILABLE TO FIVE LEGAL AID PROVIDERS IN 2022.
FORM 990, PAGE 2, PART III, LINE 4B	THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA) AND INTEREST ON TRUST ACCOUNTS (IOTA)-- THE PROGRAM FUNDS LEGAL SERVICES TO THE POOR AND LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED. THE PROGRAM FUNDED ELEVEN NONPROFIT ORGANIZATIONS PROVIDING LEGAL SERVICES TO THE POOR, AND GRANTS FOR LAW SCHOOL SCHOLARSHIPS TO THE THREE CONNECTICUT LAW SCHOOLS. THE FOUNDATION'S EFFORTS HELP THOUSANDS OF LOW-INCOME RESIDENTS OF CONNECTICUT BY ENABLING THEM TO OBTAIN CRITICAL LEGAL INFORMATION, ADVICE, AND LEGAL REPRESENTATION. ONE OF THE INNOVATIVE WAYS THE CBF ACCOMPLISHES THIS IS BY HELPING TO FUND THE CTLAWHELP.ORG WEBSITE WHERE LOW INCOME PEOPLE CAN FIND ASSISTANCE WITH THIER LEGAL NEEDS AND TOOLS FOR SELF RESPRESENTATIONS. THE FOUNDATION HELPS THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY, INCLUDING CHILDREN WHO ARE ABUSED, NEGLECTED AND OTHERWISE DISADVANTAGED, DISABLED PEOPLE, ELDERLY VICTIMS OF CONSUMER FRAUD AND OTHER ABUSE, IMMIGRANTS, MANY OF THEM CHILDREN, LOW-INCOME FAMILIES TRYING TO PROTECT THEIR RIGHT TO SAFE HOUSING AND FIGHT UNLAWFUL EVICTIONS, AND THOSE VICTIMIZED BY DOMESTIC VIOLENCE.
FORM 990, PAGE 2, PART III, LINE 4C	THE JAMES W. COOPER FELLOWS PROGRAM WAS FOUNDED TO PROMOTE A BETTER UNDERSTANDING OF THE LEGAL PROFESSION AND THE JUDICIAL SYSTEM AMONG THE CITIZENS OF CONNECTICUT. THE FOUNDATION SPONSORS PROGRAMS FOR THE LEGAL COMMUNITY AND THE PUBLIC. THESE PROGRAMS ARE MADE POSSIBLE BY THE GENEROSITY AND COMMITMENT OF HUNDREDS OF FELLOWS WHO VOLUNTEER, PLAN, AND SUPPORT THEM FINANCIALLY. SYMPOSIA AND SPEAKER SERIES THE FELLOWS PRESENTED A WIDE VARIETY OF PROGRAMMING THAT ADDRESSED TIMELY AND TOPICAL ISSUES IN 2022. WITH THE CONNECTICUT BAR ASSOCIATION, THE CONNECTICUT BAR FOUNDATION CONTINUED TO CO-SPONSOR THE CONSTANCE BAKER MOTLEY SPEAKER SERIES ON RACIAL INEQUALITY. THE SERIES PRESENTED SEVEN VIRTUAL FORUMS FOR THE LEGAL COMMUNITY IN 2022, WHICH EXPLORED ISSUES OF RACIAL INEQUALITY AND SYSTEMIC RACISM. ADDITIONAL EVENTS ARE SCHEDULED THROUGHOUT 2023. THE FELLOWS ALSO SPONSORED THREE ROUNDTABLE DISCUSSIONS IN 2022, AT WHICH SMALL GROUPS OF FELLOWS DISCUSSED THOUGHT-PROVOKING ISSUES INVOLVING THE PRACTICE OF LAW. ROUNDTABLES ARE TYPICALLY HELD IN PERSON THROUGHOUT THE STATE, BUT DUE TO THE ONGOING COVID-19 PANDEMIC, ALL OF THE 2022 ROUNDTABLE DISCUSSIONS WERE CONDUCTED VIRTUALLY. IN JUNE 2022, THE FELLOWS CELEBRATED AND HONORED PRIDE MONTH BY PRESENTING A DAY-LONG SYMPOSIUM ENTITLED "QUEER FAMILIES: PAST, PRESENT, AND PROMISE." THIS PROGRAM, CREATED IN COLLABORATION WITH QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND HELD AT THE LAW SCHOOL WITH A REMOTE OPTION, WAS DEDICATED TO THE EXPLORATION OF ISSUES AFFECTING QUEER FAMILIES. IT EXAMINED THE HISTORY AND DEVELOPMENT OF THE RIGHTS OF LGBTQ+ FAMILIES, INCLUDING PARENTS AND QUEER YOUTH, IN THE UNITED STATES AND SPECIFICALLY IN CONNECTICUT. ALSO IN JUNE 2022, THE CBF PRESENTED "THE TENTH ANNIVERSARY OF THE ATTORNEYS OF COLOR SYMPOSIUM: A CELEBRATION OF PROGRESS AND PERSEVERENCE." THIS SPECIAL EVENT, HELD AT QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND ALSO OFFERED VIA ZOOM, CONTINUED THE DISCUSSION OF THE HISTORY OF ATTORNEYS OF COLOR IN CONNECTICUT. THE PROGRAM INCLUDED A MORNING OF PANELS ON THE IMPACT OF THE PANDEMIC ON DIVERSITY, EQUITY, AND INCLUSION, AS WELL AS A KEYNOTE ADDRESS BY THE CONNECTICUT STATE COMPTROLLER. IN MAY 1997, THE CONNECTICUT BAR FOUNDATION LAUNCHED THE JOHN A. SPEZIALE ALTERNATIVE DISPUTE RESOLUTION SYMPOSIUM TO HONOR FORMER CHIEF JUSTICE JOHN A. SPEZIALE, THE FIRST CHAIR OF THE FELLOWS PROGRAM. AFTER HIS DEATH IN JANUARY 2005, A MEMORIAL FUND WAS ESTABLISHED BY THE FOUNDATION TO SUPPORT THE PROGRAM, WHICH IS CO-SPONSORED BY QUINNIPIAC UNIVERSITY SCHOOL OF LAW. SYMPOSIA IN THIS SERIES FOCUS ON ALTERNATIVE DISPUTE RESOLUTION, HONORING CHIEF JUSTICE SPEZIALE'S PIONEERING ROLE IN BRINGING ADR TO CONNECTICUT. IN NOVEMBER 2022, THE 12TH SPEZIALE SYMPOSIUM WAS HELD IN- PERSON AT QUSL. THE TOPIC WAS "IS VIRTUAL JUSTICE JUST?,- AND NATIONAL EXPERTS AND TRIAL LAWYERS JOINED US TO SHARE THEIR UNIQUE PERSPECTIVES AND EXPERTISE ON THIS TOPIC. ADDITIONALLY, THE FOUNDATION SPONSORED SEVERAL EVENTS IN THE "UNDERSTANDING HUMAN TRAFFICKING" SERIES. PRESENTED JOINTLY BY THE CBF, THE CONNECTICUT BAR ASSOCIATION'S COMMITTEE ON HUMAN TRAFFICKING, AND QUINNIPIAC'S HUMAN TRAFFICKING PREVENTION PROJECT, THIS ONGOING SERIES EXPLORES THE INTERACTIONS BETWEEN TRAFFICKING VICTIMS AND THE LEGAL SYSTEM. STUDENT PROGRAMS THE FELLOWS ALSO RUN SEVERAL PROGRAMS FOR STUDENTS. THE FOUNDATION CONTINUED ITS PARTNERSHIP WITH THE HERBERT & NELL SINGER FOUNDATION TO ADMINISTER THE HERBERT & NELL SINGER CONNECTICUT PUBLIC SERVICE FELLOWSHIP PROGRAM. THE SINGER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 2017 TO OFFER RECENT LAW SCHOOL GRADUATES AN OPPORTUNITY TO GAIN PRACTICAL EXPERIENCE WORKING FOR CONNECTICUT CIVIL LEGAL AID ORGANIZATIONS, PROVIDING LEGAL SERVICES TO UNDERSERVED POPULATIONS OF CONNECTICUT. TWO NEW FELLOWS BEGAN FELLOWSHIPS IN 2022, AND ONE FELLOW FROM 2021 CONTINUED HIS FELLOWSHIP FOR A SECOND YEAR. IN THE FALL OF 2022, THE SINGER SELECTION COMMITTEE REVIEWED SIX NEW APPLICATIONS FOR THE 2022-2023 FELLOWSHIP YEAR. TWO APPLICANTS WERE OFFERED FELLOWSHIPS AND BOTH ACCEPTED; THEY ARE SCHEDULED TO BEGIN IN THE FALL OF 2023. THE FELLOWS HELD THE TWENTY-SECOND ANNUAL QUINTIN JOHNSTONE STATEWIDE HIGH SCHOOL ESSAY CONTEST IN 2022. THIS YEAR THE CONTEST RECEIVED 145 ESSAYS, SETTING A NEW RECORD FOR THE NUMBER OF SUBMISSIONS. THE ESSAYS WERE SCORED BY OVER 140 VOLUNTEER JUDGES, ATTORNEYS, AND LAW SCHOOL PROFESSORS, AND THE WINNERS WERE HONORED AT A CEREMONY AT THE CONNECTICUT SUPREME COURT IN JUNE. FUNDS AND AWARDS FINALLY, THE FOUNDATION ADMINSTERS SEVERAL FUNDS AND AWARDS THAT FURTHER ITS MISSION OF PROMOTING EQUAL ACCESS TO JUSTICE. THE FOUNDATION CONTINUED THE CONNECTICUT INNOCENCE FUND PROJECT TO ASSIST EXONEREES WHO HAVE BEEN RECENTLY FREED FROM PRISON BASED ON PROOF OF ACTUAL INNOCENCE BY PROVIDING BRIDGE LOANS. THE DAVID PELS HOMELESSNESS PREVENTION FUND WAS ESTABLISHED IN 2019 THROUGH GENEROUS DONATIONS FROM FRIENDS AND FAMILY OF ATTORNEY DAVID PELS. SINCE ITS FORMATION, THE FUND HAS PROVIDED TWENTY-SEVEN GRANTS TO PREVENT EVICTIONS THAT WOULD HAVE RESULTED IN HOMELESSNESS FOR THE TENANTS. THE FOUNDATION CONTINUED TO ADMINISTER THE HONORABLE WARREN EGINTON MEMORIAL FUND. THIS LAW SCHOOL SCHOLARSHIP PROGRAM WAS ESTABLISHED POSTHUMOUSLY BY FRIENDS AND FAMILY TO HONOR JUDGE EGINTON'S LEGACY OF MENTORING OTHERS IN THE LEGAL PROFESSION, WITH SCHOLARSHIPS AWARDED IN 2020 AND 2021. IN 2021, THE FOUNDATION AWARDED ITS THIRD ANTHONY M. FITZGERALD AWARD FOR EXCELLENCE TO THE NEW HAVEN LEGAL ASSISTANCE ASSOCIATION. THE AWARD RECOGNIZES THE DEDICATED SERVICE AND OUTSTANDING ACHIEVEMENTS OF A CONNECTICUT NONPROFIT LEGAL SERVICES PROVIDER OR LEGAL AID ATTORNEY(S). THE AWARD PROGRAM WAS STARTED WITH CONTRIBUTIONS FROM THE PARTNERS OF CARMODY TORRANCE SANDAK & HENNESSEY LLP UPON THE RETIREMENT OF ANTHONY FITZGERALD.
FORM 990, PAGE 6, PART VI, LINE 7B	IN JANUARY, MEMBERS OF THE BOARD OF DIRECTORS (GOVERNING BOARD) ARE RECOMMENDED TO THE CBA AND ELECTED BY THE CBA BOARD OF GOVERNORS ACTING AS THE CORPORATORS OF THE FOUNDATION. THE FOUNDATION ELECTS NEW DIRECTORS IN THE INTERIM.
FORM 990, PAGE 6, PART VI, LINE 11B	THERE IS COMMUNICATION BETWEEN THE ACCOUNTANTS AND THE AUDIT COMMITTEE OF THE FOUNDATION. BEFORE THE FORM 990 IS FINALIZED, IT IS APPROVED BY THE AUDIT COMMITTEE AND REVIEWED BY THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 12C	THE CONFLICT OF INTEREST STATEMENT IS SIGNED BY ALL STAFF AND BOARD MEMBERS. THE POLICY INCLUDES A CLAUSE REQUIRING WRITTEN DISCLOSURE WHEN ANY NEW CONFLICTS ARISE.
FORM 990, PAGE 6, PART VI, LINE 15B	THE COMPENSATION OF THESE INDIVIDUALS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF THE FOUNDATION. COMPARABILITY DATA FROM OTHER IOLTA PROGRAMS AND OTHE NONPROFIT ORGANIZATIONS IS PROVIDED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE VOTES ON STAFF SALARIES AND MAKES A RECOMMENDATION OF A TOTAL STAFF FIGURE IN THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS.
FORM 990, PAGE 6, PART VI, LINE 19	COMPLETE COPIES OF THE AUDITED FINANCIALS AND THE FORM 990 ARE POSTED ON THE CBF'S WEBSITE. THE FORM 990 IS ALSO PUBLISHED BY GUIDESTAR, AN INFORMATIONAL WEBSITE AND DATABASE FOR NONPROFIT ORGANIZATIONS. OTHER DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO FUND LEGAL SERVICES FOR THE POOR AND DEVELOP PROGRAMS TO ENHANCE UNDERSTANDING OF THE LAW IN CONNECTICUT.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	27
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	27
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	8
6	Total number of volunteers (estimate if necessary) .............	6	338
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	13,724,329	19,775,438
9	Program service revenue (Part VIII, line 2g) .........	3,078,859	7,109,195
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	354,497	292,276
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		568,211
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	17,157,685	27,745,120
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	14,791,988	21,574,393
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	523,305	722,331
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	216,437	558,156
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	15,531,730	22,854,880
19	Revenue less expenses. Subtract line 18 from line 12.......	1,625,955	4,890,240
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	15,826,247	21,395,002
21	Total liabilities (Part X, line 26).............	555,000	3,226,469
22	Net assets or fund balances. Subtract line 21 from line 20.....	15,271,247	18,168,533

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 21,328,557 including grants of $ 21,328,557 ) (Revenue $ )
	COURT FEES GRANTS-IN-AID AND JUDICIAL BRANCH GRANT FOR CIVIL LEGAL REPRESENTATION - IN EFFORT TO REPLACE DRASTICALLY REDUCED IOLTA/IOTA REVENUE, THE CONNECTICUT STATE LEGISLATURE PASSED CERTAIN COURT FEE INCREASES EFFECTIVE JULY 1, 2009, JULY 1, 2012, JULY 1, 2014, AND JULY 1, 2016. UNDER THE COURT FEES GRANTS-IN-AID PROGRAM, THE JUDICIAL BRANCH TRANSFERS THE REVENUE FROM THE FEE INCREASES TO THE CBF, WHICH DISTRIBUES THE FUNDS PURSUANT TO SECTION 51-81C OF THE CONNECTICUT GENERAL STATUTES TO CURRENT IOLTA/IOTA GRANTEES FOR THE PURPOSE OF FUNDING THE DELIVERY OF LEGAL SERVICES TO CONNECICUT'S LOW-INCOME POPULATION. LEGISLATION ENACTED IN 2016 ADDED THE CLIENT SECURITY FUND AS A POTENTIAL NEW FUNDING SOURCE, AND FUNDING WAS MADE AVAILABLE FROM THIS SOURCE FROM JULY 2021 THROUGH JUNE 2023. THE CBF BECAME THE ADMINISTRATOR FOR A STATE FUNDED RIGHT TO COUNSEL FOR RESTRAINING ORDER PROGRAM FOR INCOME ELIGIBLE INDIVIDUALS AND PROVIDED THE FIRST GRANTS TO THREE LEGAL AID ORGANIZATIONS IN 2022. THE CBF WAS NAMED AS THE ADMINISTRATOR OF A STATE-WIDE RIGHT TO COUNSEL FOR EVICTION PROGRAM AND MADE GRANTS AVAILABLE TO FIVE LEGAL AID PROVIDERS IN 2022.

4b	(Code: ) (Expenses $ 317,826 including grants of $ ) (Revenue $ 7,047,277 )
	THE INTEREST ON LAWYERS' TRUST ACCOUNTS (IOLTA) AND INTEREST ON TRUST ACCOUNTS (IOTA)-- THE PROGRAM FUNDS LEGAL SERVICES TO THE POOR AND LAW SCHOOL SCHOLARSHIPS BASED ON FINANCIAL NEED. THE PROGRAM FUNDED ELEVEN NONPROFIT ORGANIZATIONS PROVIDING LEGAL SERVICES TO THE POOR, AND GRANTS FOR LAW SCHOOL SCHOLARSHIPS TO THE THREE CONNECTICUT LAW SCHOOLS. THE FOUNDATION'S EFFORTS HELP THOUSANDS OF LOW-INCOME RESIDENTS OF CONNECTICUT BY ENABLING THEM TO OBTAIN CRITICAL LEGAL INFORMATION, ADVICE, AND LEGAL REPRESENTATION. ONE OF THE INNOVATIVE WAYS THE CBF ACCOMPLISHES THIS IS BY HELPING TO FUND THE CTLAWHELP.ORG WEBSITE WHERE LOW INCOME PEOPLE CAN FIND ASSISTANCE WITH THIER LEGAL NEEDS AND TOOLS FOR SELF RESPRESENTATIONS. THE FOUNDATION HELPS THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY, INCLUDING CHILDREN WHO ARE ABUSED, NEGLECTED AND OTHERWISE DISADVANTAGED, DISABLED PEOPLE, ELDERLY VICTIMS OF CONSUMER FRAUD AND OTHER ABUSE, IMMIGRANTS, MANY OF THEM CHILDREN, LOW-INCOME FAMILIES TRYING TO PROTECT THEIR RIGHT TO SAFE HOUSING AND FIGHT UNLAWFUL EVICTIONS, AND THOSE VICTIMIZED BY DOMESTIC VIOLENCE.

4c	(Code: ) (Expenses $ 271,232 including grants of $ 245,836 ) (Revenue $ 85,493 )
	THE JAMES W. COOPER FELLOWS PROGRAM WAS FOUNDED TO PROMOTE A BETTER UNDERSTANDING OF THE LEGAL PROFESSION AND THE JUDICIAL SYSTEM AMONG THE CITIZENS OF CONNECTICUT. THE FOUNDATION SPONSORS PROGRAMS FOR THE LEGAL COMMUNITY AND THE PUBLIC. THESE PROGRAMS ARE MADE POSSIBLE BY THE GENEROSITY AND COMMITMENT OF HUNDREDS OF FELLOWS WHO VOLUNTEER, PLAN, AND SUPPORT THEM FINANCIALLY. SYMPOSIA AND SPEAKER SERIES THE FELLOWS PRESENTED A WIDE VARIETY OF PROGRAMMING THAT ADDRESSED TIMELY AND TOPICAL ISSUES IN 2022. WITH THE CONNECTICUT BAR ASSOCIATION, THE CONNECTICUT BAR FOUNDATION CONTINUED TO CO-SPONSOR THE CONSTANCE BAKER MOTLEY SPEAKER SERIES ON RACIAL INEQUALITY. THE SERIES PRESENTED SEVEN VIRTUAL FORUMS FOR THE LEGAL COMMUNITY IN 2022, WHICH EXPLORED ISSUES OF RACIAL INEQUALITY AND SYSTEMIC RACISM. ADDITIONAL EVENTS ARE SCHEDULED THROUGHOUT 2023. THE FELLOWS ALSO SPONSORED THREE ROUNDTABLE DISCUSSIONS IN 2022, AT WHICH SMALL GROUPS OF FELLOWS DISCUSSED THOUGHT-PROVOKING ISSUES INVOLVING THE PRACTICE OF LAW. ROUNDTABLES ARE TYPICALLY HELD IN PERSON THROUGHOUT THE STATE, BUT DUE TO THE ONGOING COVID-19 PANDEMIC, ALL OF THE 2022 ROUNDTABLE DISCUSSIONS WERE CONDUCTED VIRTUALLY. IN JUNE 2022, THE FELLOWS CELEBRATED AND HONORED PRIDE MONTH BY PRESENTING A DAY-LONG SYMPOSIUM ENTITLED "QUEER FAMILIES: PAST, PRESENT, AND PROMISE." THIS PROGRAM, CREATED IN COLLABORATION WITH QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND HELD AT THE LAW SCHOOL WITH A REMOTE OPTION, WAS DEDICATED TO THE EXPLORATION OF ISSUES AFFECTING QUEER FAMILIES. IT EXAMINED THE HISTORY AND DEVELOPMENT OF THE RIGHTS OF LGBTQ+ FAMILIES, INCLUDING PARENTS AND QUEER YOUTH, IN THE UNITED STATES AND SPECIFICALLY IN CONNECTICUT. ALSO IN JUNE 2022, THE CBF PRESENTED "THE TENTH ANNIVERSARY OF THE ATTORNEYS OF COLOR SYMPOSIUM: A CELEBRATION OF PROGRESS AND PERSEVERENCE." THIS SPECIAL EVENT, HELD AT QUINNIPIAC UNIVERSITY SCHOOL OF LAW AND ALSO OFFERED VIA ZOOM, CONTINUED THE DISCUSSION OF THE HISTORY OF ATTORNEYS OF COLOR IN CONNECTICUT. THE PROGRAM INCLUDED A MORNING OF PANELS ON THE IMPACT OF THE PANDEMIC ON DIVERSITY, EQUITY, AND INCLUSION, AS WELL AS A KEYNOTE ADDRESS BY THE CONNECTICUT STATE COMPTROLLER. IN MAY 1997, THE CONNECTICUT BAR FOUNDATION LAUNCHED THE JOHN A. SPEZIALE ALTERNATIVE DISPUTE RESOLUTION SYMPOSIUM TO HONOR FORMER CHIEF JUSTICE JOHN A. SPEZIALE, THE FIRST CHAIR OF THE FELLOWS PROGRAM. AFTER HIS DEATH IN JANUARY 2005, A MEMORIAL FUND WAS ESTABLISHED BY THE FOUNDATION TO SUPPORT THE PROGRAM, WHICH IS CO-SPONSORED BY QUINNIPIAC UNIVERSITY SCHOOL OF LAW. SYMPOSIA IN THIS SERIES FOCUS ON ALTERNATIVE DISPUTE RESOLUTION, HONORING CHIEF JUSTICE SPEZIALE'S PIONEERING ROLE IN BRINGING ADR TO CONNECTICUT. IN NOVEMBER 2022, THE 12TH SPEZIALE SYMPOSIUM WAS HELD IN- PERSON AT QUSL. THE TOPIC WAS "IS VIRTUAL JUSTICE JUST?,- AND NATIONAL EXPERTS AND TRIAL LAWYERS JOINED US TO SHARE THEIR UNIQUE PERSPECTIVES AND EXPERTISE ON THIS TOPIC. ADDITIONALLY, THE FOUNDATION SPONSORED SEVERAL EVENTS IN THE "UNDERSTANDING HUMAN TRAFFICKING" SERIES. PRESENTED JOINTLY BY THE CBF, THE CONNECTICUT BAR ASSOCIATION'S COMMITTEE ON HUMAN TRAFFICKING, AND QUINNIPIAC'S HUMAN TRAFFICKING PREVENTION PROJECT, THIS ONGOING SERIES EXPLORES THE INTERACTIONS BETWEEN TRAFFICKING VICTIMS AND THE LEGAL SYSTEM. STUDENT PROGRAMS THE FELLOWS ALSO RUN SEVERAL PROGRAMS FOR STUDENTS. THE FOUNDATION CONTINUED ITS PARTNERSHIP WITH THE HERBERT & NELL SINGER FOUNDATION TO ADMINISTER THE HERBERT & NELL SINGER CONNECTICUT PUBLIC SERVICE FELLOWSHIP PROGRAM. THE SINGER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 2017 TO OFFER RECENT LAW SCHOOL GRADUATES AN OPPORTUNITY TO GAIN PRACTICAL EXPERIENCE WORKING FOR CONNECTICUT CIVIL LEGAL AID ORGANIZATIONS, PROVIDING LEGAL SERVICES TO UNDERSERVED POPULATIONS OF CONNECTICUT. TWO NEW FELLOWS BEGAN FELLOWSHIPS IN 2022, AND ONE FELLOW FROM 2021 CONTINUED HIS FELLOWSHIP FOR A SECOND YEAR. IN THE FALL OF 2022, THE SINGER SELECTION COMMITTEE REVIEWED SIX NEW APPLICATIONS FOR THE 2022-2023 FELLOWSHIP YEAR. TWO APPLICANTS WERE OFFERED FELLOWSHIPS AND BOTH ACCEPTED; THEY ARE SCHEDULED TO BEGIN IN THE FALL OF 2023. THE FELLOWS HELD THE TWENTY-SECOND ANNUAL QUINTIN JOHNSTONE STATEWIDE HIGH SCHOOL ESSAY CONTEST IN 2022. THIS YEAR THE CONTEST RECEIVED 145 ESSAYS, SETTING A NEW RECORD FOR THE NUMBER OF SUBMISSIONS. THE ESSAYS WERE SCORED BY OVER 140 VOLUNTEER JUDGES, ATTORNEYS, AND LAW SCHOOL PROFESSORS, AND THE WINNERS WERE HONORED AT A CEREMONY AT THE CONNECTICUT SUPREME COURT IN JUNE. FUNDS AND AWARDS FINALLY, THE FOUNDATION ADMINSTERS SEVERAL FUNDS AND AWARDS THAT FURTHER ITS MISSION OF PROMOTING EQUAL ACCESS TO JUSTICE. THE FOUNDATION CONTINUED THE CONNECTICUT INNOCENCE FUND PROJECT TO ASSIST EXONEREES WHO HAVE BEEN RECENTLY FREED FROM PRISON BASED ON PROOF OF ACTUAL INNOCENCE BY PROVIDING BRIDGE LOANS. THE DAVID PELS HOMELESSNESS PREVENTION FUND WAS ESTABLISHED IN 2019 THROUGH GENEROUS DONATIONS FROM FRIENDS AND FAMILY OF ATTORNEY DAVID PELS. SINCE ITS FORMATION, THE FUND HAS PROVIDED TWENTY-SEVEN GRANTS TO PREVENT EVICTIONS THAT WOULD HAVE RESULTED IN HOMELESSNESS FOR THE TENANTS. THE FOUNDATION CONTINUED TO ADMINISTER THE HONORABLE WARREN EGINTON MEMORIAL FUND. THIS LAW SCHOOL SCHOLARSHIP PROGRAM WAS ESTABLISHED POSTHUMOUSLY BY FRIENDS AND FAMILY TO HONOR JUDGE EGINTON'S LEGACY OF MENTORING OTHERS IN THE LEGAL PROFESSION, WITH SCHOLARSHIPS AWARDED IN 2020 AND 2021. IN 2021, THE FOUNDATION AWARDED ITS THIRD ANTHONY M. FITZGERALD AWARD FOR EXCELLENCE TO THE NEW HAVEN LEGAL ASSISTANCE ASSOCIATION. THE AWARD RECOGNIZES THE DEDICATED SERVICE AND OUTSTANDING ACHIEVEMENTS OF A CONNECTICUT NONPROFIT LEGAL SERVICES PROVIDER OR LEGAL AID ATTORNEY(S). THE AWARD PROGRAM WAS STARTED WITH CONTRIBUTIONS FROM THE PARTNERS OF CARMODY TORRANCE SANDAK & HENNESSEY LLP UPON THE RETIREMENT OF ANTHONY FITZGERALD.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses21,917,615

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	284,326	36,392

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	19,439,014

f	All other contributions, gifts, grants, and similar amounts not included above		1f	336,424

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		19,775,438

		Business Code
2a	INTEREST ON LAWYERS		7,047,277	7,047,277
b	FELLOWS PROGRAM		61,918	61,918
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		7,109,195

3 Investment income (including dividends, interest, and othersimilar amounts) ......			259,942			259,942
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		43,990	7a
b	Less: cost or other basis and sales expenses		11,656	7b
c	Gain or (loss)		32,334	7c
d	Net gain or (loss).........			32,334			32,334
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	RETURN OF GRANT FUNDS			568,211	568,211
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			568,211
12	Total revenue. See instructions.....			27,745,120	7,677,406		292,276

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	21,574,393	21,574,393
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	284,326		284,326
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	322,524	1,332	321,192
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	22,327		22,327
9	Other employee benefits .......	44,881	30	44,851
10	Payroll taxes ...........	48,273	102	48,171
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	18,428		18,428
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	319,052	306,621	12,431
12	Advertising and promotion ....
13	Office expenses .......	19,346	3,439	15,907
14	Information technology ......	108,029	11,205	96,824
15	Royalties ..
16	Occupancy ...........	36,876		36,876
17	Travel ............	9,578	962	8,616
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	1,645		1,645
23	Insurance ...	9,854		9,854
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PROGRAMS	19,531	19,531
b	BAD DEBT	15,817		15,817
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	22,854,880	21,917,615	937,265	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			2,482,893	2	8,445,773
3	Pledges and grants receivable, net ......			369,143	3	333,044
4	Accounts receivable, net .............			582,930	4	1,498,852
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9	100
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	8,229
b	Less: accumulated depreciation	10b	8,229	1,645	10c
11	Investments—publicly traded securities .			12,389,636	11	11,117,233
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			15,826,247	16	21,395,002

17	Accounts payable and accrued expenses .....	249,332	17	193,608
18	Grants payable ...		18
19	Deferred revenue .........	305,668	19	3,032,861
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	555,000	26	3,226,469

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,736,065	27	2,156,175
28	Net assets with donor restrictions ...........	12,535,182	28	16,012,358
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	15,271,247	32	18,168,533
33	Total liabilities and net assets/fund balances ........	15,826,247	33	21,395,002