2024-07-16T16:00:24-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2022-07-01 591004604 THE FLORIDA BAR FOUNDATION INC FLOR 4079607000 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 4079607000 2024-07-15 1 DOMINIC MACKENZIE 999009999 1 SARAH E MARSHALL CPA P00748415 4076447455 2024-07-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FUNDING FLORIDA LEGAL AID DOMINIC C MACKENZIE 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 117880655 0 X HTTPS://FUNDINGFLA.ORG X 1956 FL FUNDING, PROMOTION AND SUPPORT OF GREATER ACCESS TO JUSTICE. 32 32 14 32 0 0 11164573 69529327 0 0 1307737 432130 341560 797288 12813870 70758745 8151802 11324992 0 0 1284319 1214350 0 0 267673 917378 892284 10353499 13431626 2460371 57327119 34018201 90115024 4666794 1974433 29351407 88140591 X THE MISSION OF THE FLORIDA BAR FOUNDATION, INC. IS TO INCREASE ACCESS TO THE JUSTICE SYSTEM FOR PEOPLE OF LIMITED MEANS. THE FLORIDA BAR FOUNDATION FUNDS LEGAL SERVICES, DEVELOPS INNOVATIVE TOOLS AND PROGRAMS, AND SUPPORTS LEGAL AID PROVIDERS AND THE COURTS. FOR A MORE IN-DEPTH REVIEW OF THE FOUNDATION'S GRANTS:HTTPS://FUNDINGFLA.ORG 0 0 10687900 10131992 LEGAL ASSISTANCE FOR THE POOR:IN 2022-2023, APPROVED GRANT AWARDS INCLUDED CHILDREN'S LEGAL SERVICES, COMMUNITY ECONOMIC DEVELOPMENT, TWO-YEAR EQUAL JUSTICE WORKS FELLOWSHIPS, DISASTER RELIEF FOR HURRICANE SALLY, ANDSTUDENT LOAN FORGIVENESS TO 200+ ATTORNEYS AT LEGAL AID ORGANIZATIONS. IN ADDITION, THE ENGLE GRANT PROGRAM PROVIDED FUNDING TO QUALIFIED LEGAL AID ORGANIZATIONS IN THE MIDDLE DISTRICT OF FLORIDA TO ASSIST LITIGANTS IN OBTAINING REPRESENTATION IN COURT. WE ALSO AWARDED FUNDS TO BE USED TO RETAIN OR HIRE PERSONNEL TO PROVIDE DIRECT LEGAL ASSISTANCE TO LOW-INCOME CLIENTS FOR LEGAL ISSUES CAUSED BY OR DIRECTLY RELATED TO THE COVID-19 PANDEMIC. OTHER 2022-2023 PROJECTS INCLUDED: 1) COORDINATING AND PARTIALLY SUBSIDIZING ONLINE LEGAL RESEARCH SERVICES TO LEGAL ASSISTANCE GRANTEES AT A SIGNIFICANTLY REDUCED RATE, WITH THE FOUNDATION FACILITATING CENTRALIZED BILLING FOR A STATEWIDE CONTRACT WITH INTERNATIONAL LEGAL RESEARCH FIRM REUTERS THOMSON/WESTLAW; AND 2) CONTINUED PARTIAL SUBSIDIES TO GRANTEES FOR AN ONLINE CASE MANAGEMENT SYSTEM (LEGAL SERVER) FUNDED AND IMPLEMENTED BY THE FOUNDATION IN 2008 TO IMPROVE THE ADMINISTRATION OF DAY-TO-DAY CASEWORK AND RELATED ACTIVITIES OF THEIR LAWYERS AND PARALEGALS. THIS CASE MANAGEMENT SYSTEM PROVIDES GRANTEES THE DATA AND COMMUNICATION NEEDED TO MANAGE CASES, TRACK OUTCOMES, AND REPORT TO FUNDING SOURCES. THE FOUNDATION'S STATEWIDE CONTRACT WITH LEGAL SERVER EFFECTIVELY REDUCES THE COST TO GRANTEES AND MAKES THE SERVICE AVAILABLE TO SOME WHO COULD NOT OTHERWISE AFFORD A COMPUTERIZED CASE MANAGEMENT SYSTEM. 900000 900000 IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE:IN 2022-2023, APPROVED GRANT AWARDS INCLUDED CONTINUED FUNDING FOR THE FLORIDA INNOCENCE PROJECT, WHICH WORKS TO EXONERATE FLORIDIANS FOR CRIMES THEY DID NOT COMMIT AND TO FLORIDA'S CHILDREN FIRST, WHICH WORKS TO IMPROVE THE CHILD WELFARE SYSTEM. 293000 293000 LAW STUDENT ASSISTANCE:THE FOUNDATION APPROVED FUNDING FOR THE FLORIDA STATE UNIVERSITY COLLEGE OF LAW FOR ELIMINATING ECONOMIC BARRIERS FOR IMMIGRANT AND FARMWORKERS AND TO NOVA SOUTHEASTERN UNIVERSITY SHEPARD BROAD COLLEGE OF LAW. 73103 PRO BONO PARTNERSHIPS: "PRO BONO" ROUGHLY TRANSLATES TO "FOR THE GOOD OF THE PUBLIC AND GENERALLY ENCOMPASSES LAWYERS REPRESENTING, AT NO CHARGE, PERSONS WHO CANNOT OTHERWISE AFFORD TO HIRE AN ATTORNEY. THE FLORIDA BAR FOUNDATION'S PRO BONO DEPARTMENT WAS A HUB AND CONNECTOR BETWEEN LAW FIRMS, LAW SCHOOLS, THE JUDICIARY, LEGAL AID PROGRAMS, AND OTHER STAKEHOLDERS TO INCREASE AWARENESS OF AND CREATE PRO BONO OPPORTUNITIES. DURING THE YEAR, THE FOUNDATION PROVIDED SUPPORT AND FUNDING TO THE FLORIDA PRO BONO COORDINATORS' ASSOCIATION TO EXPAND PRO BONO EFFORTS AND OPPORTUNITIES AND CREATE FURTHER PARTNERSHIPS. THE FOUNDATION EXPANDED FLORIDAPROBONOMATTERS.ORG, AN ONLINE REFERRAL SYSTEM THAT ENABLES LAWYERS TO SEARCH FOR AND TAKE PRO BONO CASES ACROSS MULTIPLE LEGAL AID ORGANIZATIONS. FOR THE SECOND YEAR, THE FOUNDATION ALSO FACILITATED THE FLORIDA PRO BONO LAW SCHOOL CHALLENGE, WHICH MATCHES LAW STUDENTS FROM ALL 12 FLORIDA LAW SCHOOLS WITH LAWYERS TO WORK ON CLIENT CASES HOSTED BY FOUNDATION GRANTEES. 73103 11954003 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 12 0 1 14 1 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X X ROBERT H HEIDT 4079607000 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 CONNIE BOOKMAN IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 HON SUZANNE VAN WYK PRESIDENT 3.00 X X 0 0 0 MURRAY B SILVERSTEIN ESQ PRESIDENT-ELECT 3.00 X X 0 0 0 ROBERTO R PARDO ESQ FIRST VICE PRESIDENT 3.00 X X 0 0 0 F SCOTT WESTHEIMER ESQ DIRECTOR 1.50 X 0 0 0 JOSEPH D HUDGINS DIRECTOR 1.50 X 0 0 0 JOSHUA T CHILSON ESQ DIRECTOR 1.50 X 0 0 0 MICHAEL R TEIN ESQ DIRECTOR 1.50 X 0 0 0 HON EDWIN A SCALES III DIRECTOR 1.50 X 0 0 0 HON JEFFREY T KUNTZ DIRECTOR 1.50 X 0 0 0 LAURA BOECKMAN ESQ DIRECTOR 1.50 X 0 0 0 GEORGE W TINSLEY SR DIRECTOR 1.50 X 0 0 0 KATIE FACKLER ESQ DIRECTOR 1.50 X 0 0 0 VINCENT F CUOMO DIRECTOR 1.50 X 0 0 0 JAMES P SCHWARZ DIRECTOR 1.50 X 0 0 0 RET JUSTICE PEGGY QUINCE DIRECTOR 1.50 X 0 0 0 HON STEFANIE C MOON DIRECTOR 1.50 X 0 0 0 MIN CHO ESQ DIRECTOR 1.50 X 0 0 0 ROBERT W MURPHY ESQ DIRECTOR 1.50 X 0 0 0 HON HUGH A CARITHERS JR DIRECTOR 1.50 X 0 0 0 KEVIN P MCCOY ESQ DIRECTOR 1.50 X 0 0 0 JOHN P CARDILLO ESQ DIRECTOR 1.50 X 0 0 0 CARL J DOMINO ESQ DIRECTOR 1.50 X 0 0 0 BRIAN E CURRIE ESQ DIRECTOR 1.50 X 0 0 0 STEVEN A SALZER ESQ DIRECTOR 1.50 X 0 0 0 SARA COURTNEY BAIGORRI ESQ DIRECTOR 1.50 X 0 0 0 MARIA C GONZALEZ ESQ DIRECTOR 1.50 X 0 0 0 JOHN F HARKNESS JR ESQ DIRECTOR 1.50 X 0 0 0 RET JUSTICE JAMES EC PERRY DIRECTOR 1.50 X 0 0 0 RAYMOND R REID JR ESQ DIRECTOR 1.50 X 0 0 0 ASHLEY N SYBESMA ESQ SECOND VICE PRESIDENT 3.00 X X 0 0 0 IAN M COMISKY ESQ DIRECTOR 1.50 X 0 0 0 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 50.00 X 198123 0 0 LOU ANN POWELL DEPUTY DIRECTOR/CFO 50.00 X 179828 0 0 377951 0 0 2 0 1 0 0 69529327 69529327 1012139 1012139 61586 35551 26035 26035 26035 46506350 47068754 17605 -562404 -17605 -580009 -580009 SETLLEMENTS 900099 673632 673632 PRES AWARDS 900099 61886 61886 MISCELLANEOUS 900099 35735 35735 771253 70758745 97621 0 1131797 10467966 10467966 857026 857026 377951 98798 231494 47659 585279 197459 309373 78447 81343 600 71774 8969 100143 12618 76231 11294 69634 7962 54914 6758 47735 47735 29629 29629 80826 19424 25805 35597 1992 246 329 1417 95602 18605 41578 35419 248183 212465 9991 25727 127726 127726 20198 1458 15617 3123 1350 1350 46742 12844 26782 7116 31423 7561 19673 4189 M&G - OTHER EXPENSES 64462 64462 MISCELLANEOUS 29635 19192 10390 53 AWARDS 14056 11000 3056 REIMBURSABLE EXPENSES 13765 4380 9385 38960 4399 32656 1905 13431626 11954003 1209950 267673 65 65 9940931 1438438 1268336 24526254 499800 407742 82259 78586 1555062 239366 61076 1315696 22150359 62345602 15375 2641 34018201 90115024 282486 230566 3593573 1593612 772602 86445 3060 2267 15073 61543 4666794 1974433 X 18656764 20077535 10694643 68063056 29351407 88140591 34018201 90115024 57327119 1462065 0 X X 0 1 X 1 0 X 14526535 16066356 8596461 11164573 69529327 119883252 7042790 8323278 1668875 341560 806988 18183491 21569325 24389634 10265336 11506133 70336315 138066743 0 0 0 138066743 517116 478882 587454 808246 1073725 3465423 517116 478882 587454 808246 1073725 3465423 22086441 24868516 10852790 12314379 71410040 141532166 0.97550 0.96750 0.02450 0.03250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5660376 33306 471651 7492 6157841 6357284 121877 -818785 5660376 4983065 14606 1359613 6357284 5057127 31956 -106018 4983065 4829654 30830 196643 5057127 0.24500 0.42400 0.33100 0 1 1 391785 391785 865533 28851 836682 100370 64221 36149 197374 146294 51080 1315696 LEASE OBLIGATIONS 27571 BENEFIT LIABILITIES 33972 61543 X PART IV, LINE 2B: THE AMOUNT ON LINE 21 OF PART X OF FORM 990 IS THE LIABILITY FOR PAYMENTS TO ANNUITANTS UNDER CHARITABLE GIFT ANNUITIES. THE RELATED RESTRICTED CASH ACCOUNT IS INCLUDED IN THE AMOUNTS ON LINE 15 OF PART X OF FORM 990. PART V, LINE 4: PERMANENT, QUASI-ENDOWMENT AND TERM ENDOWMENT FUNDS ARE HELD BY THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST. INVESTMENT INCOME DERIVED FROM PERMANENT ENDOWMENT FUNDS AS WELL AS QUASI-ENDOWMENT AND TERM ENDOWMENT PRINCIPAL AND INVESTMENT INCOME FUNDS SUPPORT THE FLORIDA BAR FOUNDATION, INC. (SUPPORTED ORGANIZATION) TO CARRY ON ITS EXEMPT PURPOSES. PART X, LINE 2: THE FOUNDATION AND THE ENDOWMENT IDENTIFY AND EVALUATE UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZE THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSTION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE FOUNDATION AND THE ENDOWMENT HAVE NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE FOUNDATION AND THE ENDOWMENT WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE FOUNDATION'S AND THE ENDOWMENT'S TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. THERE ARE NO OPEN INTERNAL REVENUE SERVICE EXAMINATIONS WITH THE FOUNDATION. TO DATE, THE FOUNDATION AND ENDOWMENT HAVE INCURRED NO UNRELATED BUSINESS INCOME FOR WHICH TAX IS DUE. 1 AMERICANS FOR IMMIGRANT JUSTICE 6355 NW 36TH STREET MIAMI FL 33166 650610872 501 ( C ) (3) 459053 0 LAP JACKSONVILLE AREA LEGAL AID INC 126 WEST ADAMS STREET JACKSONVILLE FL 32202 590696291 501 ( C ) (3) 995742 0 LAP LAWYERS FOR CHILDREN AMERICA INC C/O HOLLAND KNIGHT LLP 701 BRICKELL AVENUE SUITE 3300 MIAMI FL 33131 061412355 501 ( C ) (3) 111207 0 LAP LEE COUNTY LEGAL AID SOCIETY 2400 FIRST STREET SUITE 214 FORT MYERS FL 33901 591163686 501 ( C ) (3) 77349 0 LAP LEGAL AID FOUNDATION OF THE TALLAHASSEE BAR ASSOCIATION LEON COUNTY COURTHOUSE 301 SOUTH MONROE STREET SUITE 108 TALLAHASSEE FL 32302 592355881 501 ( C ) (3) 10424 0 LAP LEGAL AID OF MANASOTA INC 1900 MAIN STREET SUITE 302 SARASOTA FL 34236 650265426 501 ( C ) (3) 157257 0 LAP LEGAL AID SERVICE OF BROWARD COUNTY INC 491 N STATE ROAD 7 441 PLANTATION FL 33317 591547191 501 ( C ) (3) 455514 0 LAP LEGAL AID SERVICE OF COLLIER COUNTY INC 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 592396243 501 ( C ) (3) 134729 0 LAP INNOCENCE PROJECT OF FLORIDA INC 1100 E PARK AVENUE TALLAHASSEE FL 32301 200210812 501 ( C ) (3) 361207 0 LAP/AOJ LEGAL AID SOCIETY OF PALM BEACH COUNTY INC 423 FERN STREET SUITE 200 WEST PALM BEACH FL 33401 596046994 501 ( C ) (3) 583821 0 LAP LEGAL SERVICES OF GREATER MIAMI INC 4343 WEST FLAGLER STREET SUITE 100 MIAMI FL 33134 591227481 501 ( C ) (3) 181148 0 LAP LEGAL SERVICES OF NORTH FLORIDA INC 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 590197090 501 ( C ) (3) 512307 0 LAP NORTHWEST FLORIDA LEGAL SERVICES INC 226 SOUTH PALATOX PLACE SEVILLE TOWER 10TH FLOOR PENSACOLA FL 32502 591817996 501 ( C ) (3) 62544 0 LAP SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY INC 101 WEST PALMETTO AVENUE LONGWOOD FL 32750 591591554 501 ( C ) (3) 162666 0 LAP SOUTHERN LEGAL COUNSEL INC 1229 NW 12TH AVENUE GAINESVILLE FL 32601 591726382 501 ( C ) (3) 122414 0 LAP THREE RIVERS LEGAL SERVICES INC 1000 NE 16TH AVE BUILDING I GAINESVILLE FL 32601 591797499 501 ( C ) (3) 183445 0 LAP LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC 100 EAST ROBINSON STREET ORLANDO FL 32801 591208322 501 ( C ) (3) 696996 0 LAP/AOJ IDIGNITY INC 424 EAST CENTRAL BLVD SUITE 199 ORLANDO FL 32801 010921490 501 ( C ) (3) 61207 0 LAP HEART OF FLORIDA LEGAL AID SOCIETY 550 E DAVIDSON STREET BARTOW FL 33830 596215748 501 ( C ) (3) 56137 0 LAP GULFCOAST LEGAL SERVICES INC 501 1ST AVE N SUITE 420 ST PETERSBURG FL 33731 591882749 501 ( C ) (3) 361837 0 LAP BAY AREA LEGAL SERVICES INC 1302 NORTH 19TH STREET SUITE 400 TAMPA FL 33605 591171886 501 ( C ) (3) 556905 0 LAP BREVARD COUNTY LEGAL AID INC 1038 HARVIN WAY SUITE 100 ROCKLEDGE FL 32955 591301750 501 ( C ) (3) 192666 0 LAP CATHOLIC CHARITIES LEGAL SERVICES ARCHDIOCESE OF MIAMI INC 28 WEST FLAGLER STREET 10TH FLOOR MIAMI FL 33130 650804650 501 ( C ) (3) 358094 0 LAP COAST TO COAST LEGAL AID OF SOUTH FLORIDA INC 491 N STATE ROAD 7 SECOND FLOOR PLANTATION FL 33317 900089501 501 ( C ) (3) 104643 0 LAP COMMUNITY JUSTICE PROJECT INC 3000 BISCAYNE BLVD SUITE 106 MIAMI FL 33137 472777185 501 ( C ) (3) 67091 0 LAP COMMUNITY LAW PROGRAM INC 501 FIRST AVENUE NORTH SUITE 519 ST PETERSBURG FL 33701 592970727 501 ( C ) (3) 89823 0 LAP COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC 122 E COLONIAL DR SUITE 200 ORLANDO FL 32801 591156260 501 ( C ) (3) 603890 0 LAP CUBAN AMERICAN BAR ASSOCIATION PRO BONO PROJECT INC 2400 SOUTH DIXIE HIGHWAY 2ND FL MIAMI FL 33133 260221044 501 ( C ) (3) 370638 0 LAP DADE LEGAL AID 123 NW 1ST AVENUE 3RD FLOOR MIAMI FL 33128 596000573 501 ( C ) (3) 434173 0 LAP/AOJ FLORIDA HEALTH JUSTICE PROJECT 3793 IRVINING AVENUE MIAMI FL 33133 823397515 501 ( C ) (3) 182414 0 LAP FLORIDA JUSTICE INSTITUTE 3750 MIAMI TOWER 100 SE SECOND STREET MIAMI FL 33131 591878598 501 ( C ) (3) 122414 0 LAP FLORIDA LEGAL SERVICES INC PO BOX 533986 ORLANDO FL 32853 591436126 501 ( C ) (3) 535562 0 LAP FLORIDA RURAL LEGAL SERVICES INC PO BOX 92020 LAKELAND FL 33804 591225173 501 ( C ) (3) 306881 0 LAP FLORIDA STATE UNIVERSITY COLLEGE OF LAW SPONSORED RESEARCH ADMINISTRATION 874 TRADITIONS WAY SSB THIRD FLOOR TALLAHASSEE FL 32306 591961248 501 ( C ) (3) 239165 0 LAP/LSA FLORIDA'S CHILDREN FIRST INC 1401 N UNIVERSITY DRIVE SUITE 408 CORAL SPRINGS FL 33071 522372998 501 ( C ) (3) 330603 0 LAP/AOJ UNVIVERSITY OF MIAMI SCHOOL OF LAW 1320 S DIXIE HIGHWAY SUITE 650 CORAL GABLES FL 33146 590624458 501 ( C ) (3) 93000 0 LSA FLORIDA A&M UNIVERSITY COLLEGE OF LAW 201 BEGGS AVENUE ORLANDO FL 32801 590977035 501 ( C ) (3) 133000 0 LAP/LSA 37 LOAN REPAYMENT PROGRAM/LOAN REPAYMENT FORGIVENESS 162 776970 EQUAL JUSTICE WORKS PROGRAM CLASS OF 2021-2023 2 80056 PART I, LINE 2: EACH FOUNDATION GRANTEE, WITHIN A SPECIFIED TIME FOLLOWING THE END OF THE GRANT PERIOD, IS REQUIRED TO SUBMIT ON FORMS PROVIDED BY THE FOUNDATION A NARRATIVE REPORT AND A FISCAL REPORT ON EXPENDITURE OF GRANT FUNDS. PART II, COLUMN H THE PURPOSE OF THE FOUNDATION'S GRANTS OR ASSISTANCE CAN BE IDENTIFIED AS FOLLOWS: LAP - LEGAL ASSISTANCE FOR THE POOR AOJ - ADMINISTRATION OF JUSTICE LSA - LAW STUDENT ASSISTANCE X X X 0 0 0 0 0 0 0 0 0 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 197348 0 0 0 775 0 0 0 0 0 198123 0 0 0 LOU ANN POWELL DEPUTY DIRECTOR/CFO 177828 0 0 0 2000 0 0 0 0 0 179828 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 FOR THE FOUNDATION'S FISCAL YEAR ENDED JUNE 30, 2023 WAS SENT BY E-MAIL TO THE FOUNDATION'S CURRENT NON-EXECUTIVE OFFICERS AND DIRECTORS BEFORE THE FILING OF THIS DOCUMENT. NON-EXECUTIVE OFFICERS AND DIRECTORS WERE REQUESTED TO ACKNOWLEDGE RECEIPT OF THE FORM 990 AND INVITED TO CONTACT THE EXECUTIVE DIRECTOR OR DIRECTOR OF FINANCE WITH ANY QUESTIONS OR CONCERN. THEY WERE ALSO TOLD THAT IF ADDITIONAL QUESTIONS OR INFORMATION REVEALED A NEED TO AMEND, THIS DOCUMENT WOULD BE AMENDED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 12C 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, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR IS BASED ON COMPARABLE DATA FROM THE COUNCIL ON FOUNDATIONS FOR THE SOUTHEAST UNITED STATES AND BY A SURVEY OF CEOS/EXECUTIVE DIRECTORS OF SIMILAR ORGANIZATIONS(IOLTA ANNUAL SALARY SURVEY). COMPENSATION IS REVIEWED ANNUALLY BY THE BUDGET AND FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGET PROCESS. COMPENSATION FOR OTHER EXECUTIVE OFFICERS (TREASURER/CFO AND SECRETARY) IS SET ANNUALLY BY THE CEO/EXECUTIVE DIRECTOR. SUCH COMPENSATION IS REVIEWED ANNUALLY BY THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR INCLUSION IN THE COMING YEAR'S OPERATING BUDGET, WHICH REQUIRES BOARD OF DIRECTOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE AVAILABLE ON THE FOUNDATION'S WEBSITE. ALL OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE, WITHOUT CHARGE, UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES TO THE PROCESS FROM PRIOR YEARS. THE FLORIDA BAR ENDOWMENT TRUST 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 596972443 TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION TO CARRY ON ITS EXEMPT FL 501(C)(3) LINE 12A, I THE FLORIDA BAR FOUNDATION INC 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 1 0 THE FLORIDA BAR ENDOWMENT TRUST R 34604 CASH THE FLORIDA BAR ENDOWMENT TRUST B 6450 CASH THE FLORIDA BAR ENDOWMENT TRUST E 1323 ENDING A/P