Civic Intelligence

The Florida Bar Foundation Endowment Trust

990 • Fiscal year 2020 • EIN 59-6972443

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 30, 2021

Organization ProfileN/A
875 CONCOURSE PARKWAY SOUTH Suite 1Maitland, FL 32751

(407) 960-7000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

54%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$4,984,568

Down $73,993 (-1.5%) from 2019

Net Assets

Down

$4,983,066

Down $74,565 (-1.5%) from 2019

Liabilities

Up

$1,502

Up $572 (+62%) from 2019

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

Up

$288,545

Up $101,766 (+54%) from 2019

Expenses

Down

$17,915

Down $879 (-4.7%) from 2019

Net Income

Up

$270,630

Up $102,645 (+61%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2020

Assets$4,984,568
Liabilities$1,502
Net Assets$4,983,066
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

2020

Revenue$288,545
Expenses$17,915
Net Income$270,630
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 30, 2021
Return Version
2019v5.1
Gross Receipts
$1,182,879
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
Investments in Publicly Traded Securities$4,307,255$4,354,668▲ $47,413
Savings and Temporary Cash Investments$509,397$410,445▼ $98,952
Investments Other Securities$179,839$163,198▼ $16,641
Pledges and Grants Receivable$60,639$43,333▼ $17,306
Accounts Receivable$1,431$12,924▲ $11,493
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$5,058,561$4,984,568▼ $73,993
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$930$1,502▲ $572
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$930$1,502▲ $572
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,057,631$4,983,066▼ $74,565
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,057,631$4,983,066▼ $74,565
Total Liabilities and Net Assets / Fund Balance$5,058,561$4,984,568▼ $73,993

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,057,631$31,956▼ $106,521-$4,983,066
2018$4,829,654$31,334▲ $196,643-$5,057,631
2017$4,551,322$12,867▲ $265,465-$4,829,654
2016$6,239,378$63,738▲ $462,587$2,000,000$4,551,322
2015$8,177,224$101,772▼ $165,561$1,850,000$6,239,378
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Hon Emerson R Thompson Jrtrustee
Jewel WhiteTrustee
Juliette E Lippmantrustee
Maria E HendersonTrustee
Matthew G BrennerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$56,865
Program Service Revenue
$0
Investment Income
$231,680
Other Revenue
$0
All Other Contributions
$48,065
Change in Net Assets
$270,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,915
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-$9,116-$9,116
Fees for Services Accounting-$8,799-$8,799
Total Functional Expenses$0$17,915$0$17,915
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
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, 2020 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
EIN
59-6972443
In Care Of
% LOU ANN POWELL
Phone
4079607000
Address
875 CONCOURSE PARKWAY SOUTH Suite 1, MAITLAND, FL 32751

Signing Officer

Name
Lou Ann Powell
Title
CFO
Phone
4079607000
Signed
2021-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lou Ann Powell
Formed
1992
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Bdo USA Llp
Address
450 S Orange Ave Suite 550, Orlando, FL 32801
Preparer
Tara Miller
Phone
4078416930
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“During the year the Foundation wrote off $16,613 in uncollectible pledges made in prior years.”

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 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 required by the supported organization.”

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, 2020. there have been no 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.”

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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060639
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt043333
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LOU ANN POWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt039911
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0146868
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt018794
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0167985
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018794
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0186779
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0270630
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt08800
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0509397
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0410445
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591004604
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE FLORIDA BAR FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.25350
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05057631
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt031956
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04983066
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-106521
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04829654
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt031334
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05057631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196643
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04551322
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt012867
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04829654
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0265465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019096
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06239378
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt063738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04551322
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0195285
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0462587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt02000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt024057
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08177224
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0101772
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06239378
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-165561
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt01850000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.26420
IRS990ScheduleD/RelatedOrgListSchRInd0true
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 required by the supported organization.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1management 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, 2020. there have been no 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/TermEndowmentBalanceEOYPct00.48230
IRS990ScheduleD/TotalLiabilityAmt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 FOR THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST'S FISCAL YEAR ENDED JUNE 30, 2020 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/ExplanationTxt2During the year the Foundation wrote off $16,613 in uncollectible pledges made in prior years.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
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 XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Florida Bar Foundation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591004604
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0support
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0875 Concourse Parkway South
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Suite Maitland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032751
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST ("THE ENDOWMENT") HAS NO EMPLOYEES OR SEPERATE 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 AUDIT AND TAX RETURN FEES INCURRED BY THE ENDOWMENT.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0form 990, part vii. line 1a and schedule r, part v, lines 1n & 10:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt08800
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt137763
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0the florida bar foundation inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1the florida bar foundation inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0c
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1s
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,984,568
Liabilities
$1,502
Net assets
$4,983,066
Revenue
$288,545
Expenses
$17,915
Net income
$270,630
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