The Florida Bar Foundation Endowment

“The members of the foundation elect the board of trustees for the foundation.”

“Form 990 for the florida bar foundation endowment trust's fiscal year ended june 30, 2025 was sent by e-mail to the trustees before filing. The trustees were asked to acknowledge receipt of the form 990 and invited to contact the foundation's executive director or director of finance with any questions or concerns.”

“The conflict of interest policy is provided with each written board of director's agenda and a copy included with the written materials for all committee and board meetings. The requirements of the policy are referenced by the presiding officer of each committee and board meeting. All participating members are then asked to declare all real or potential conflicts of interest and requests for recusal on all action items to be taken up. Recusals and abstentions on all votes on action items are recorded in the minutes of the meeting in which such vote(s) is/are taken. In addition, officers, directors, and key employees are requested to disclose any actual or potential conflicts of interest in conjunction with the presentation of the foundation's annual form 990 via a questionnaire reviewed by management.”

“Form 990 and the consolidated financial statements of the florida bar foundation, inc. And the florida bar foundation endowment trust are available to the public upon request or through the florida bar foundation's website. The governing documents of the florida bar foundation endowment trust are available upon request in person or by telephone, mail, or e-mail.”

“The florida bar foundation endowment trust's financial statements are consolidated with the florida bar foundation's financial statements. The consolidated financial statements are audited by independent accountants. The audit committee of the florida bar foundation, inc. Has oversight responsibility for the audit and selection of the independent auditors as the endowment trust has no committees.”