Civic Intelligence

The Florida Bar Foundation Endowment Trust

990 • Fiscal year 2015 • EIN 59-6972443

Jul 01, 2014 to Jun 30, 2015 • Filed on May 11, 2016

875 Concourse Parkway South No 195Maitland, FL 32751

(407) 960-7000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

49th percentile

0.5%

Faster asset growth than 49% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$8,185,202

Up $42,723 (+0.5%) from 2014

Net Assets

Up

$8,177,224

Up $42,798 (+0.5%) from 2014

Liabilities

Down

$7,978

Down $75 (-0.9%) from 2014

Revenue

Down

$408,673

Down $282,819 (-41%) from 2014

Expenses

Down

$27,567

Down $7,788 (-22%) from 2014

Net Income

Down

$381,106

Down $275,031 (-42%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $6,922,746Liabilities 2011: $10,162Net Assets 2011: $6,912,5842011Assets 2012: $6,742,537Liabilities 2012: $21,391Net Assets 2012: $6,721,1462012Assets 2013: $7,338,436Liabilities 2013: $11,801Net Assets 2013: $7,326,6352013Assets 2014: $8,142,479Liabilities 2014: $8,053Net Assets 2014: $8,134,4262014Assets 2015: $8,185,202Liabilities 2015: $7,978Net Assets 2015: $8,177,2242015Assets 2016: $6,241,256Liabilities 2016: $1,878Net Assets 2016: $6,239,3782016Assets 2017: $4,552,382Liabilities 2017: $1,060Net Assets 2017: $4,551,3222017Assets 2018: $4,831,623Liabilities 2018: $1,969Net Assets 2018: $4,829,6542018Assets 2019: $5,058,561Liabilities 2019: $930Net Assets 2019: $5,057,6312019Assets 2020: $4,984,568Liabilities 2020: $1,502Net Assets 2020: $4,983,0662020Assets 2021: $6,355,414Liabilities 2021: $0Net Assets 2021: $6,355,4142021Assets 2022: $5,660,376Liabilities 2022: $0Net Assets 2022: $5,660,3762022Assets 2023: $6,157,843Liabilities 2023: $0Net Assets 2023: $6,157,8432023Assets 2024: $6,671,968Liabilities 2024: $0Net Assets 2024: $6,671,9682024Assets 2025: $7,255,408Liabilities 2025: $0Net Assets 2025: $7,255,4082025

Highlighted filing

2015

Assets$8,185,202
Liabilities$7,978
Net Assets$8,177,224

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $700,239Expenses 2011: $127,657Net Income 2011: $572,5822011Expenses 2012: $55,2962012Expenses 2013: $47,0472013Revenue 2014: $691,492Expenses 2014: $35,355Net Income 2014: $656,1372014Revenue 2015: $408,673Expenses 2015: $27,567Net Income 2015: $381,1062015Revenue 2016: $181,299Expenses 2016: $1,874,057Net Income 2016: -$1,692,7582016Revenue 2017: $228,044Expenses 2017: $2,214,381Net Income 2017: -$1,986,3372017Revenue 2018: $213,700Expenses 2018: $19,163Net Income 2018: $194,5372018Revenue 2019: $186,779Expenses 2019: $18,794Net Income 2019: $167,9852019Revenue 2020: $288,545Expenses 2020: $17,915Net Income 2020: $270,6302020Revenue 2021: $385,131Expenses 2021: $20,832Net Income 2021: $364,2992021Revenue 2022: $354,573Expenses 2022: $22,179Net Income 2022: $332,3942022Revenue 2023: $185,800Expenses 2023: $17,011Net Income 2023: $168,7892023Revenue 2024: $274,600Expenses 2024: $10,893Net Income 2024: $263,7072024Revenue 2025: $153,291Expenses 2025: $18,493Net Income 2025: $134,7982025

Highlighted filing

2015

Revenue$408,673
Expenses$27,567
Net Income$381,106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 11, 2016
Return Version
2014v6.0
Gross Receipts
$3,240,286
Mission and Program Overview

Mission

To maintain endowment funds to provide income to carry out ffla's mission statement.

To provide support to the florida bar foundation, inc. To carry on its exempt purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,344,367$4,023,293▲ $1,678,926
Investments in Publicly Traded Securities$4,774,467$3,398,571▼ $1,375,896
Investments Other Securities$838,339$619,344▼ $218,995
Pledges and Grants Receivable$127,334$138,522▲ $11,188
Accounts Receivable$57,972$5,472▼ $52,500
Total Assets$8,142,479$8,185,202▲ $42,723
Liabilities
Accounts Payable and Accrued Expenses$8,053$7,978▼ $75
Total Liabilities$8,053$7,978▼ $75
Net Assets / Fund Balance
Temporarily Rstr Net Assets$4,696,458$4,719,004▲ $22,546
Permanently Rstr Net Assets$3,377,816$3,458,220▲ $80,404
Unrestricted Net Assets$60,152$0▼ $60,152
Total Net Assets Fund Balance$8,134,426$8,177,224▲ $42,798
Total Liabilities and Net Assets / Fund Balance$8,142,479$8,185,202▲ $42,723

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$619,344--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$8,134,426$104,976▼ $34,611-$8,177,224
2013$7,326,635$39,792▲ $803,353-$8,134,426
2012$6,721,145$68,577▲ $583,960-$7,326,635
2011$6,912,584$164,033▼ $300,176-$6,721,145
2010$5,656,649$181,368▲ $1,202,224-$6,912,584
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$104,976
Program Service Revenue
$0
Investment Income
$303,697
Other Revenue
$0
All Other Contributions
$80,403
Change in Net Assets
$381,106
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$20,567-$20,567
Fees for Services Accounting-$7,000-$7,000
Total Functional Expenses$0$27,567$0$27,567
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

Form 990 for the florida bar foundation endowment trust's fiscal year ended june 30,2015 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 cfo with any questions or concerns.

Form 990, Part VI, Section C, Line 19

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.

Filing and Contact Details

Filer

Filer Name
The Florida Bar Foundation Endowment Trust
EIN
59-6972443
Phone
4079607000
Address
875 CONCOURSE PARKWAY SOUTH NO 195, MAITLAND, FL 32751

Signing Officer

Name
Lou Ann Powell
Title
CFO Florida Bar Foundation Inc
Phone
4079607000
Signed
2016-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce B Blackwell
Formed
1992
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bdo USA Llp
Address
201 S ORANGE AVE SUITE 800, ORLANDO, FL 32801-3421
Preparer
Anne Mchugh CPA
Phone
4078416930
Supplemental Narrative

Additional Explanations

FORM 990,PART XII, LINE 2C:

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 finance and 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.

Financial Statement Notes

PART V, LINE 4:

Investment income derived from permanent endowment funds as well as quasi-endowment and term endowment principal and investment income funds are available to provide support to the florida bar foundation, inc. (supported organization) to carry on its exempt purposes as requested by the supported organization.

PART X, LINE 2:

Part x, line 2: management continually analyzes the endowment's various federal and state filing positions and believes that their income tax filing positions and exemption status are well documented and supported. Additionally, management believes that no accruals for tax liabilities related to uncertain income tax positions are required. Therefore, no reserves for uncertain income tax positions have been recorded by either the foundation or the endowment at june 30, 2015. There have been no increases or decreases in unrecognized tax benefits since the date of adoption. Further, no interest or penalties have been included since no reserves were recorded and no significant increases or decreases are expected to occur within the next 12 months. When applicable, such interest and penalties will be reported as a component of management and general expenses. The periods that remain open to examination under federal statute generally remain open for three years from the date of filing.

Raw XML Appendix397 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-300176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0127657
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05656649
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0181368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06912584
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01202224
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0619344
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.42290
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT INCOME DERIVED FROM PERMANENT ENDOWMENT FUNDS AS WELL AS QUASI-ENDOWMENT AND TERM ENDOWMENT PRINCIPAL AND INVESTMENT INCOME FUNDS ARE AVAILABLE TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION, INC. (SUPPORTED ORGANIZATION) TO CARRY ON ITS EXEMPT PURPOSES AS REQUESTED BY THE SUPPORTED ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PART X, LINE 2: MANAGEMENT CONTINUALLY ANALYZES THE ENDOWMENT'S VARIOUS FEDERAL AND STATE FILING POSITIONS AND BELIEVES THAT THEIR INCOME TAX FILING POSITIONS AND EXEMPTION STATUS ARE WELL DOCUMENTED AND SUPPORTED. ADDITIONALLY, MANAGEMENT BELIEVES THAT NO ACCRUALS FOR TAX LIABILITIES RELATED TO UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THEREFORE, NO RESERVES FOR UNCERTAIN INCOME TAX POSITIONS HAVE BEEN RECORDED BY EITHER THE FOUNDATION OR THE ENDOWMENT AT JUNE 30, 2015. THERE HAVE BEEN NO INCREASES OR DECREASES IN UNRECOGNIZED TAX BENEFITS SINCE THE DATE OF ADOPTION. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN INCLUDED SINCE NO RESERVES WERE RECORDED AND NO SIGNIFICANT INCREASES OR DECREASES ARE EXPECTED TO OCCUR WITHIN THE NEXT 12 MONTHS. WHEN APPLICABLE, SUCH INTEREST AND PENALTIES WILL BE REPORTED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES. THE PERIODS THAT REMAIN OPEN TO EXAMINATION UNDER FEDERAL STATUTE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.57710
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0619344
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 FOR THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST'S FISCAL YEAR ENDED JUNE 30,2015 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 CFO WITH ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 FINANCE AND 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990,PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE FLORIDA BAR FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591004604
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE GREATER ACCESS TO JUSTICE THROUGH FUNDING OF GRANT PROGRAMS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0875 CONCOURSE PARKWAY SOUTH SUITE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MAITLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032751
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST ("THE ENDOWMENT") HAS NO EMPLOYEES OR SEPARATE FACILITIES. THE RELATED ORGANIZATION (THE FLORIDA BAR FOUNDATION, INC.) PERFORMS THE ENDOWMENT'S LIMITED FISCAL AND ADMINISTRATIVE ACTIVITIES, INCLUDING COLLECTING CONTRIBUTIONS MADE TO THE ENDOWMENT AND TRANSFERRING THE CASH TO THE ENDOWMENT'S INVESTMENT ACCOUNTS, PERFORMING FUNDRAISING ACTIVITIES AND PERFORMING MANAGEMENT AND ACCOUNTING FUNCTIONS. THE RELATED ORGANIZATION DOES NOT CHARGE THE ENDOWMENT FOR THESE LIMITED SERVICES AND PAYS THE INVESTMENT AND MANAGEMENT ACCOUNTING FEES INCURRED BY THE ENDOWMENT.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII. LINE 1A AND SCHEDULE R, PART V, LINES 1N & 1O:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt075467
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt124573
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE FLORIDA BAR FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE FLORIDA BAR FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04696458
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04719004
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08142479
IRS990/TotalAssetsEOYAmt08185202
IRS990/TotalAssetsGrp/BOYAmt08142479
IRS990/TotalAssetsGrp/EOYAmt08185202
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0104976
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027567
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt027567
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08053
IRS990/TotalLiabilitiesEOYAmt07978
IRS990/TotalLiabilitiesGrp/BOYAmt08053
IRS990/TotalLiabilitiesGrp/EOYAmt07978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08134426
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08177224
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0303697
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0408673
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08142479
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08185202
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt060152
IRS990/UnrestrictedNetAssetsGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0875 CONCOURSE PARKWAY SOUTH NO 195
IRS990/USAddress/CityNm0MAITLAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032751
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOU ANN POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO FLORIDA BAR FOUNDATION INC
ReturnHeader/BusinessOfficerGrp/PhoneNum04079607000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0596972443
ReturnHeader/Filer/PhoneNum04079607000
ReturnHeader/Filer/USAddress/AddressLine1Txt0875 CONCOURSE PARKWAY SOUTH NO 195
ReturnHeader/Filer/USAddress/CityNm0MAITLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032751
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 S ORANGE AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0328013421
ReturnHeader/PreparerPersonGrp/PhoneNum04078416930
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNE MCHUGH CPA
ReturnHeader/ReturnTs02016-05-11T12:14:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.15$0.02$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$0.00$6.67$0.27$0.01$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$0.19$0.02$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.35$0.02$0.33
2021Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.39$0.02$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.29$0.02$0.27
2019Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.19$0.02$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.21$0.02$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.23$2.21$1.99
2016Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.18$1.87$1.69
2015Detailed filing. Detailed filing data is available for this year.$8.19$0.01$8.18$0.41$0.03$0.38
2014Detailed filing. Detailed filing data is available for this year.$8.14$0.01$8.13$0.69$0.04$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$0.01$7.33$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.74$0.02$6.72$0.06
2011Summary only. Only limited summary data is available for this year.$6.92$0.01$6.91$0.70$0.13$0.57