MASSACHUSETTS BAR FOUNDATION 2012 ANNUAL REPORT Keeping the Promise of Justice Since 1964 MISSION STATEMENT The Massachusetts Bar Foundation represents the commitment of the lawyers and judges of Massachusetts to improve the administration of justice, to promote an understanding of the law, and to ensure equal access to the legal system for all residents of 2012 OFFICERS the Commonwealth, particularly those most vulnerable. Jerry Cohen, President Robert J. Ambrogi, Vice President Dear Friends, Janet F. Aserkoff, Treasurer Lawrence J. Farber, Secretary Although we are well into 2013, we hope you will enjoy this summary of our Joseph P. J. Vrabel, Past President important work in 2012. Review of the MBF’s activity of 2012 must begin with grateful acknowledgement of the generous contributions of time, money, and caring involvement 2012 BOARD OF TRUSTEES of so many lawyers and judges in the Massachusetts legal community. The MBF’s IOLTA Jeffrey N. Catalano Grants Program, managed with aid of over 100 volunteer lawyers and judges vetting grant Lewis C. Eisenberg applications, provided the means to Hon. Francis R. Fecteau support provision of legal assistance to Hon. Anne M. Geoffrion over 75,000 underserved, low-income Hon. Wendie I. Gershengorn people across the entire state and to Daniel J. Gleason enhance the administration of justice. Richard J. Grahn During a slow recovery from economic Katherine A. Hesse recession, we have sought to stretch Laurence M. Johnson resources as far as possible to help Marsha V. Kazarosian those who would otherwise go without Kevin G. Kenneally legal assistance. In addition to the $2.53 Hon. Antoinette E. M. Leoney million awarded in 2012 (comprised Edward W. McIntyre of $1.9 million of current year IOLTA Robert V. Ward, Jr. receipts and supplemented with Harvey Weiner $630,000 from the MBF’s Stabilization Fund established in earlier years), we 2012 ADVISORY COMMITTEES also tapped the MBF Endowment to Elizabeth M. Lynch and Jerry Cohen. AUDIT COMMITTEE provide almost $30,000 in stipends to talented law students for summer internships in civil legal services and an additional $17,000 to programs that advance our mission Janet Aserkoff, Chair of increasing access to justice, including the Worcester Judicial Youth Corps, as well as Robert V. Ward, Jr. approximately $50,000 to cover a portion of the administrative costs of operating the Steven L. Wollman IOLTA grants program. NOMINATING COMMITTEE friends, the MBF raised over $100,000 for its Endowment (a 12% increase over 2011) Francis A. Ford, Chair andTogether we are with working contributions to raise even from more our by Fellows, the end lawof 2013, firm and and still corporate more in partners,2014. We alsoand Craig E. Stewart continue outreach to impress on all concerned the continuing need for time and caring Steven L. Wollman MBF STAFF involvementWe take seriously as well our as money,responsibility and are to gratified safeguard by thethe responsevalues of we our have justice had. system. We Elizabeth M. Lynch hope you will continue to support us in the coming years so that we may continue our Executive Director commitment to keeping the promise of justice for all. (617) 338-0534 Best regards, [email protected] Sarah A. Levy Program Assistant (617) 338-0647 [email protected] Jerry Cohen, Esq. Elizabeth M. Lynch President Executive Director P.S. Stay tuned for updates throughout the year! 2 MASSACHUSETTS BAR FOUNDATION • 2012 ANNUAL REPORT 2012 MBF GREAT FRIEND OF JUSTICE AWARD 2012 SUMMARY Hon. William G. Young FINANCIAL STATEMENT United States District Court, District of Massachusetts AS OF 12/31/12 ASSETS $ Cash and Equivalents $1,183,396 Investments — short-term $3,796,863 Investments — long-term $914,643 Receivables and Property $253,366 TOTAL ASSETS $6,148,268 LIABILITIES AND NET ASSETS Current Liabilities $1,386,131 Net Assets* $4,762,137 TOTAL LIABILITIES and NET ASSETS $6,148,268 MBF President Jerry Cohen (right) presents Hon. William G. Young with the Great Friend of Justice Award. REVENUES IOLTA Receipts $2,039,349 2012 MBF LIFE FELLOWS Contributions $139,851 Investment Income $139,136 TOTAL REVENUES $2,318,336 EXPENSES Grants $2,543,130 Foundation Operations $332,525 TOTAL EXPENSES $2,875,655 CHANGE IN NET ASSETS ($557,319) *FUNDS THAT COMPRISE OUR NET ASSETS IOLTA Grant Fund $1,496,529 From left to right: Frank A. Smith, III, Robert V. Ward, Jr., Judith Farris Bowman, Hon. Megan A. Christopher, J. Owen Todd, James E. Fellows Fund $410,908 McGuire, and Gerald P. Hendrick. Fellows Pledges Receivable $117,194 MBF Reserve Fund $1,406,679 2012 MBF PRESIDENT’S AWARDS IOLTA Stabilization Fund $873,404 Civil Justice Fund $146,863 Smith Family Fund $70,632 George P. Napolitano Fund $60,796 Casey Coyne Fund $9,927 County Funds for Justice $63,109 Gray Scholarship Fund $26,036 Hennessey Fund $80,060 TOTAL NET ASSETS $4,762,137 The audit opinions of the 2012 financial statements prepared by O’Connor & Drew PC were unqualified. This report applies to the complete set of financial statements which is not presented herein, but which is available by contacting the MBF. Lu Ann Reeb Archer B. Battista, Esq. Norwood Belchertown MASSACHUSETTS BAR FOUNDATION • 2012 ANNUAL REPORT 3 2012 MBF LEGAL INTERN FELLOWSHIP PROGRAM 2012 grant advisory The MBF Legal Intern Fellowship Program selects exemplary law students to receive stipends of $6,000 each for work at Massachusetts committee members John Achatz Richard J. Grahn Edward M. Moriarty, Jr. was created to inspire a future generation of public interest attorneys, Robert J. Ambrogi Marguerite T. Grant John J. Morrissey nonprofitswhile simultaneously each summer. increasing The MBF’s staff Legal resources Intern Fellowship to local legalProgram aid Stephen R. Anderson Morgan J. Gray Francis C. Morrissey organizations. The program is funded by Fellows’ contributions and Janet F. Aserkoff Hon. John M. Greaney Alex L. Moschella the Smith Family Fund. Daniel A. Bancroft John J. Green, Jr. Loretta S. O’Brien 2012 MBF LEGAL INTERN FELLOWS Archer B. Battista Regina Healy Terrence L. Parker Hon. David Berman Katherine A. Hesse Anthony R. Pelusi, Jr. Robert A. Bertsche Edward T. Hinchey Richard J. Piazza Julia Hall Boston University School of Law Hon. Beverly W. Daniel G. Hovanesian Timothy M. Pomarole Internship: AIDS Action Committee of MA Boorstein Mary Hurley-Bruno Andrew Rainer (Supported by MBF Fellows Fund) Carol Booth Laurence M. Johnson Laurie S. Raphaelson Judith Farris Bowman Haskell A. Kassler Stuart W. Rapp Leo V. Boyle Marsha V. Kazarosian Alice E. Richmond Linda Brownstein Michelle Keith Wendy Jane Rickles Roger J. Brunelle Edward E. Kelly Ian D. Roffman Kevin T. Byrne Kevin G. Kenneally Michael Roitman Rachel Smit Boston University School of Law John J. Carroll, Jr. Hon. Patrick J. King Gerald C. Rovner Internship: Greater Boston Legal Services Jennifer Cartee Hon. Maynard M. Martha Rush O’Mara (Supported by MBF Fellows Fund) Hon. John D. Casey Kirpalani Jamie A. Sabino Jeffrey N. Catalano Paul J. Klehm Iris Taymore Schnitzer H Theodore Cohen Leslee Klein Stephen E. Seckler Jon Stuart Davis Hannah Krispin Earlon L. Seeley Hon. Judith G. Dein Thomas R. Lebach Barbara M. Senecal Kristen Wekony John B. DeRosa Mark Twombly Lee Jordan L. Shapiro Boston University School of Law Charles J. DiMare Hon. Antoinette E. M. Wendy Sibbison Internship: Harvard Legal Aid Bureau Edward F. Dombroski, Leoney Edward D. Simsarian (Supported by Smith Family Fund) Jr. Diane J. Levin Marilyn Ray Smith Brian J. Dunn Richard L. Levine Frank A. Smith, III Lewis C. Eisenberg Hon. Joseph Lian Richard J. Snyder Richard Eurich Dennis M. Lindgren Samuel B. Spencer Hon. Judith Fabricant Robert E. Longden, Jr. Mary Jeanne Stone 2012 fellows fund grants Lawrence J. Farber Cynthia E. MacCausland David E. Sullivan Paul G. Farrell Barbara J. Macy Walter B. Sullivan Pioneer Valley Performing Arts Hon. Francis R. Fecteau Albert B. Maggio, Jr. Moira E. Tierney Charter Public School Michael C. Fee Robert S. Mangiaratti Donald G. Tye MBA Mock Trial Travel Grant — $2,500 John J. Ferriter Michael P. Marnik Robert L. Ullmann Hon. Robert G. Fields Pamela B. Marsh James T. Van Buren Massachusetts Bar Institute/Association Alan Joel Finkel James F. Martin Stephen G. Viegas Worcester Judicial Youth Corps Program — $15,000 James H. Fogarty Angela McConney Richard L. Vitali Francis A. Ford Scheepers Robert V. Ward, Jr. Stanley N. Freedman Peter M. McElroy Robert C. Ware Hon. Anne M. Geoffrion Charles M. McGowan Harvey Weiner Ara B. Gershengorn Edward W. McIntyre Nancy Weissman Hon. Wendie I. Matthew V. P. McTygue Jocelynne D. Welsh Gershengorn Paul H. Merry B. Grant Willis Robert T. Gill Michael J. Michaeles Steven L. Wollman Daniel J. Gleason Robert S. Molloy Albert P. Zabin This report covers MBF activities for the period of Jan. 1, 2012 through Dec. 31, 2012. Every effort has been made to ensure accuracy. If you feel there has been an error or omission in this report, please contact our Development Office at (617) 338-0647. Members of the 2012 Worcester Judicial Youth Corp Program. 4 MASSACHUSETTS BAR FOUNDATION • 2012 ANNUAL REPORT 2012/2013 iolta grant recipients BARNSTABLE COUNTY Neighborhood Legal Services, Inc. Homeowner Options for Mass. Elders Greater Boston Legal Services Family Law Support Project .......................... $37,000 Senior Homeowner Displacement Low-Income Taxpayer Assistance Project........ $17,500 Barnstable County Bar Association Prevention Program ..................................... $10,000 Lawyer of the Day Program ........................... $13,000 North Shore Community Action Programs, Inc. Greater Boston Legal Services Housing Law Project ..................................... $17,000 Merrimack Valley Legal Services, Inc. Pro Bono Employment and Healthcare Barnstable County Bar Association Consumer Law Advocacy Project .................... $22,500 Advocacy Project .......................................... $43,200 Pro Bono Conciliation Project ........................ $10,000 North Shore Community Mediation, Inc. Court Mediation Program ..............................