2026-03-21T21:53:35-05:00 2025-06-30 994625061 CRI ADVISORS LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2024-07-01 591004604 THE FLORIDA BAR FOUNDATION INC FLOR 4079607000 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 4079607000 2026-03-05 1 1 SARAH E MARSHALL CPA P00748415 4076447455 2026-03-05 2024 2025-03-06 01:10:19Z FFLA DOMINIC C MACKENZIE 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 1085036845 0 X HTTPS://FUNDINGFLA.ORG X 1956 FL FUNDING, PROMOTION AND SUPPORT OF GREATER ACCESS TO JUSTICE. 32 32 16 32 0 0 279646707 258637264 0 0 4959827 13696491 661435 320050 285267969 272653805 39738040 94677456 0 0 1244211 1584540 0 0 181926 899597 1401498 41881848 97663494 243386121 174990311 338335082 523297088 1335231 1562073 336999851 521735015 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 90719371 90257871 LEGAL ASSISTANCE FOR THE POOR:IN 2024-2025, APPROVED GRANT AWARDS INCLUDED CHILDREN'S LEGAL SERVICES, IOTA DISTRIBUTIONS AND THE LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP). CHILDREN'S LEGAL SERVICES GRANTEES ASSIST NEEDY CHILDREN IN CRITICAL AREAS THAT AFFECT THEIR SAFETY, WELL-BEING AND FUTURE DEVELOPMENT. IOTA DISTRIBUTIONS SUPPORT GRANTEES' EFFORTS TO INCREASE ACCESS TO FLORIDA'S JUSTICE SYSTEM AND/OR TO PROMOTE PRO BONO PUBLIC SERVICE BY QUALIFIED LEGAL PROVIDERS THROUGH THE PROVISION OR FACILITATION OF FREE DIRECT LEGAL SERVICES TO LOW-INCOME CLIENTS. THROUGH LRAP, STUDENT LOANS WERE FORGIVEN FOR 136 ATTORNEYS AT LEGAL AID ORGANIZATIONS, STRENGTHENING AND EXPANDING LEGAL ASSISTANCE FOR THE POOR BY SUPPORTING THE RECRUITMENT AND RETENTION OF THE MOST QUALIFIED CIVIL LEGAL AID STAFF ATTORNEYS.OTHER 2024-2025 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. 800000 800000 IMPROVEMENTS IN THE ADMINISTRATION OF JUSTICE:IN 2024-2025, APPROVED GRANT AWARDS INCLUDED CONTINUED FUNDING FOR THE FLORIDA INNOCENCE PROJECT, WHICH WORKS TO EXONERATE FLORIDIANS FOR CRIMES THEY DID NOT COMMIT, TO FLORIDA'S CHILDREN FIRST, WHICH WORKS TO IMPROVE THE CHILD WELFARE SYSTEM, AND TO CABA PRO BONO LEGAL SERVICES TO ASSIST NEURODIVERGENT PERSONS WITH LEGAL MATTERS. 159738 159738 LAW STUDENT ASSISTANCE:THE FOUNDATION CONTINUED TO PROVIDE FUNDING TO FLORIDA STATE UNIVERSITY COLLEGE OF LAW FOR A CLINIC ELIMINATING ECONOMIC BARRIERS FOR IMMIGRANT AND FARMWORKERS. GRANTS WERE ALSO APPROVED TO FUND 14 CIVIL LEGAL AID SUMMER FELLOWS FROM SEVEN LAW SCHOOLS. 3520535 3459847 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 FOUNDATION WORKS TO BE 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.THE FLORIDA BAR FOUNDATION SUPPORTS THE FLORIDA PRO BONO COORDINATORS ASSOCIATION TO EXPAND PRO BONO EFFORTS AND OPPORTUNITIES AND CREATE FURTHER PARTNERSHIPS. THE FOUNDATION CONTINUES TO FUND AND RUN FLORIDAPROBONOMATTERS.ORG, AN ONLINE REFERRAL SYSTEM THAT ENABLES LAWYERS TO SEARCH FOR AND TAKE PRO BONO CASES ACROSS THE STATE. PRO BONO SUPPORT AND ENHANCEMENT GRANTS WERE APPROVED TO SUPPORT AND ENHANCE PRO BONO PROGRAMS AND EFFORTS OF NON-LEGAL SERVICES CORPORATION-FUNDED GRANTEES. 3520535 3459847 95199644 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 10 0 16 1 0 0 0 0 1 1 0 0 0 0 0 X 32 32 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 FL X X X JULIE COLLINS 4072160023 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 ROBERTO R PARDO ESQ PRESIDENT 3.00 X X 0 0 0 ASHLEY N SYBESMA ESQ PRESIDENT - ELECT 3.00 X X 0 0 0 MARIA C GONZALEZ ESQ FIRST VICE PRESIDENT 1.50 X X 0 0 0 HON HUGH A CARITHERS JR SECOND VICE PRESIDENT 1.50 X X 0 0 0 MURRAY B SILVERSTEIN ESQ IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 A DAX BELLO ESQ DIRECTOR 1.50 X 0 0 0 JOSHUA T CHILSON ESQ DIRECTOR 1.50 X 0 0 0 JOSEPH D HUDGINS DIRECTOR 1.50 X 0 0 0 HON PAETRA T BROWNLEE DIRECTOR 1.50 X 0 0 0 HON THOMAS D BO WINOKUR DIRECTOR 1.50 X 0 0 0 MICHAEL R TEIN ESQ DIRECTOR 1.50 X 0 0 0 VINCENT F CUOMO DIRECTOR 1.50 X 0 0 0 DEBORAH GILES DIRECTOR 1.50 X 0 0 0 JAMES P SCHWARZ DIRECTOR 1.50 X 0 0 0 MIN CHO ESQ DIRECTOR 1.50 X 0 0 0 KATIE FACKLER ESQ DIRECTOR 1.50 X 0 0 0 HON STEFANIE C MOON DIRECTOR 1.50 X 0 0 0 ROBERT W MURPHY ESQ DIRECTOR 1.50 X 0 0 0 RET JUSTICE PEGGY QUINCE DIRECTOR 1.50 X 0 0 0 RAYCHELLE TASHER ESQ DIRECTOR 1.50 X 0 0 0 AYANA K BARROW ESQ DIRECTOR 1.50 X 0 0 0 SARA COURTNEY BAIGORRI ESQ DIRECTOR 1.50 X 0 0 0 BRIAN E CURRIE ESQ DIRECTOR 1.50 X 0 0 0 JOSEPH J KADOW ESQ DIRECTOR 1.50 X 0 0 0 KYLE W ROBISCH ESQ DIRECTOR 1.50 X 0 0 0 STEVEN A SALZER ESQ DIRECTOR 1.50 X 0 0 0 IAN M COMISKY ESQ DIRECTOR 1.50 X 0 0 0 JOE JACQUOT ESQ DIRECTOR 1.50 X 0 0 0 PATRICK S MONTOYA ESQ DIRECTOR 1.50 X 0 0 0 MAGDALENA A OZAROWSKI ESQ DIRECTOR 1.50 X 0 0 0 DOUGLAS H REYNOLDS ESQ DIRECTOR 1.50 X 0 0 0 HON EDWIN A SCALES III DIRECTOR 1.50 X 0 0 0 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 50.00 X 220984 0 0 LUSHAWN PHILLIPS IOTA PROGRAM DIRECTOR 50.00 X 111501 0 0 332485 0 0 2 0 1 0 0 27500 258609764 258637264 8275009 8275009 4200 3360 840 840 840 817766629 812345147 5421482 5421482 5421482 12190 27500 34533 -22343 -22343 CY PRES AWARDS 900099 309957 309957 SPONSPORSHIPS 900099 28243 28243 MISCELLANEOUS 900099 3353 3353 341553 272653805 341553 0 13674988 94054415 94054415 623041 623041 220983 50557 147897 22529 1074502 278630 690473 105399 83769 3004 70649 10116 116558 18684 82542 15332 88728 11636 68920 8172 45500 45500 583523 583523 135315 750 128056 6509 1489 322 1167 64948 2492 53428 9028 252239 147157 105082 6731 6731 27203 3933 20792 2478 55459 55459 48993 48993 PERSONNEL RECRUITEMENT 60671 60671 REIMBURSED EXPENSES 23344 23344 SPECIAL ASSESSMENTS 21541 21541 EQUIPMENT EXPENSE 15092 15092 59450 5345 52909 1196 97663494 95199644 2281924 181926 397 300 4245578 14256178 23564851 21176713 441290 902587 98979 136840 1625398 348496 1295400 1276902 308688587 485547568 0 0 338335082 523297088 226612 354383 997580 1008964 86445 179482 2481 1796 22113 17448 1335231 1562073 X 28743376 58184140 308256475 463550875 336999851 521735015 338335082 523297088 174990311 9744854 0 X X 0 1 X 1 0 X 8596461 11164573 69529327 279646707 258637264 627574332 1668875 341560 806988 681219 353743 3852385 10265336 11506133 70336315 280327926 258991007 631426717 0 0 0 631426717 587454 808246 1073725 3380673 7695683 13545781 587454 808246 1073725 3380673 7695683 13545781 10852790 12314379 71410040 283708599 266686690 644972498 0.97900 0.98430 0.02100 0.01570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6671966 6000 577442 7255408 6157841 8918 505207 6671966 5660376 33306 471651 7492 6157841 6357284 121877 -818785 5660376 4983065 14606 1359613 6357284 0.24467 0.35977 0.39557 0 1 1 391785 391785 865533 90891 774642 62593 6922 55671 100370 82817 17553 205117 167866 37251 1276902 LEASE OBLIGATIONS 17448 17448 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. X ANNUAL DINNER 39690 27500 12190 4547 11421 15500 3065 39690 27500 12190 4547 11421 15500 3065 34533 -22343 1 AMERICANS FOR IMMIGRANT JUSTICE 6355 NW 36TH STREET MIAMI FL 33166 650610872 501 ( C ) (3) 3798635 0 LAP/LSA - 2025 IOTA FUNDING, SUMMER FELLOWS AND RETURN OF UNSPENT FUNDS BAY AREA LEGAL SERVICES INC 1302 NORTH 19TH STREET SUITE 400 TAMPA FL 33605 591171886 501 ( C ) (3) 6636062 0 LAP - 2025 IOTA FUNDING BREVARD COUNTY LEGAL AID INC 1038 HARVIN WAY SUITE 100 ROCKLEDGE FL 32955 591301750 501 ( C ) (3) 2322241 0 LAP - LEGAL SERVICES FOR CHILDREN, 2025 IOTA FUNDING AND PRO BONO GRANTS CATHOLIC CHARITIES LEGAL SERVICES ARCHDIOCESE OF MIAMI INC 28 WEST FLAGLER STREET 10TH FLOOR MIAMI FL 33130 650804650 501 ( C ) (3) 3969257 0 LAP - 2025 IOTA FUNDING AND LEGAL SERVICES FOR CHILDREN COAST TO COAST LEGAL AID OF SOUTH FLORIDA INC 491 N STATE ROAD 7 SECOND FLOOR PLANTATION FL 33317 900089501 501 ( C ) (3) 1939724 0 LAP/LSA - 2025 IOTA FUNDING AND SUMMER FELLOWS COMMUNITY JUSTICE PROJECT INC 3000 BISCAYNE BLVD SUITE 106 MIAMI FL 33137 472777185 501 ( C ) (3) 981608 0 LAP - 2025 IOTA FUNDING COMMUNITY LAW PROGRAM INC 501 FIRST AVENUE NORTH SUITE 519 ST PETERSBURG FL 33701 592970727 501 ( C ) (3) 920639 0 LAP - 2025 IOTA FUNDING AND PRO BONO GRANTS COMMUNITY LEGAL SERVICES OF MID-FLORIDA INC 122 E COLONIAL DR SUITE 200 ORLANDO FL 32801 591156260 501 ( C ) (3) 7516641 0 LAP - 2025 IOTA FUNDING AND RETURN OF UNSPENT FUNDS CUBAN AMERICAN BAR ASSOCIATION PRO BONO PROJECT INC 2400 SOUTH DIXIE HIGHWAY 2ND FL MIAMI FL 33133 260221044 501 ( C ) (3) 1713606 0 LAP/LSA/AOJ - 2025 IOTA FUNDING, LEGAL SERVICES FOR CHILDREN, PRO BONO GRANTS, AOJ GRANTS AND SUMMER FELLOWS DADE LEGAL AID 123 NW 1ST AVENUE 3RD FLOOR MIAMI FL 33128 596000573 501 ( C ) (3) 3664209 0 LAP/LSA - 2025 IOTA FUNDING, LEGAL SERVICES FOR CHILDREN, PRO BONO GRANTS AND SUMMER FELLOWS FLORIDA HEALTH JUSTICE PROJECT 3793 IRVINING AVENUE MIAMI FL 33133 823397515 501 ( C ) (3) 2525782 0 LAP/LSA - 2025 IOTA FUNDING, PRO BONO GRANTS AND SUMMER FELLOWS FLORIDA LEGAL SERVICES INC PO BOX 533986 ORLANDO FL 32853 591436126 501 ( C ) (3) 5736227 0 LAP/LSA - 2025 IOTA FUNDING, LEGAL SERVICES FOR CHILDREN, PRO BONO GRANTS AND SUMMER FELLOWS FLORIDA RURAL LEGAL SERVICES INC PO BOX 92020 LAKELAND FL 33804 591225173 501 ( C ) (3) 1558852 0 LAP - 2025 IOTA FUNDING AND RETURN OF UNSPENT FUNDS FLORIDA'S CHILDREN FIRST INC 1401 N UNIVERSITY DRIVE SUITE 408 CORAL SPRINGS FL 33071 522372998 501 ( C ) (3) 818176 0 LAP/AOJ - 2025 IOTA FUNDING AND AOJ GRANTS GULFCOAST LEGAL SERVICES INC 501 1ST AVE N SUITE 420 ST PETERSBURG FL 33731 591882749 501 ( C ) (3) 3444471 0 LAP/LSA - 2025 IOTA FUNDING, PRO BONO GRANTS AND SUMMER FELLOWS HEART OF FLORIDA LEGAL AID SOCIETY 550 E DAVIDSON STREET BARTOW FL 33830 596215748 501 ( C ) (3) 974578 0 LAP - 2025 IOTA FUNDING IDIGNITY INC 424 EAST CENTRAL BLVD SUITE 199 ORLANDO FL 32801 010921490 501 ( C ) (3) 682568 0 LAP - 2025 IOTA FUNDING AND PRO BONO GRANTS INNOCENCE PROJECT OF FLORIDA INC 1100 E PARK AVENUE TALLAHASSEE FL 32301 200210812 501 ( C ) (3) 1186353 0 LAP/AOJ - 2025 IOTA FUNDING, PRO BONO GRANTS AND AOJ GRANTS JACKSONVILLE AREA LEGAL AID INC 126 WEST ADAMS STREET JACKSONVILLE FL 32202 590696291 501 ( C ) (3) 5249827 0 LAP - 2025 IOTA FUNDING, PRO BONO GRANTS AND SUMMER FELLOWS LEE COUNTY LEGAL AID SOCIETY 2400 FIRST STREET SUITE 214 FORT MYERS FL 33901 591163686 501 ( C ) (3) 1218223 0 LAP - 2025 IOTA FUNDING LEGAL AID FOUNDATION OF THE TALLAHASSEE BAR ASSOCIATION LEON COUNTY COURTHOUSE 301 SOUTH MONROE STREET SUITE 108 TALLAHASSEE FL 32302 592355881 501 ( C ) (3) 352447 0 LAP - 2025 IOTA FUNDING AND PRO BONO GRANTS LEGAL AID OF MANASOTA INC 1900 MAIN STREET SUITE 302 SARASOTA FL 34236 650265426 501 ( C ) (3) 1412049 0 LAP -2025 IOTA FUNDING AND PRO BONO GRANTS LEGAL AID SERVICE OF BROWARD COUNTY INC 491 N STATE ROAD 7 441 PLANTATION FL 33317 591547191 501 ( C ) (3) 5475253 0 LAP - 2025 IOTA FUNDING AND PRO BONO GRANTS LEGAL AID SERVICE OF COLLIER COUNTY INC 1110 PINE RIDGE ROAD SUITE 200 NAPLES FL 34108 592396243 501 ( C ) (3) 1461868 0 LAP - 2025 IOTA FUNDING LEGAL AID SOCIETY OF PALM BEACH COUNTY INC 423 FERN STREET SUITE 200 WEST PALM BEACH FL 33401 596046994 501 ( C ) (3) 7452872 0 LAP - 2025 IOTA FUNDING, PRO BONO GRANTS AND SUMMER FELLOWS LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION INC 100 EAST ROBINSON STREET ORLANDO FL 32801 591208322 501 ( C ) (3) 5863089 0 LAP/AOJ/LSA - 2025 IOTA FUNDING, LEGAL SERVICES FOR CHILDREN, PRO BONO GRANTS AND SUMMER FELLOWS LEGAL SERVICES OF GREATER MIAMI INC 4343 WEST FLAGLER STREET SUITE 100 MIAMI FL 33134 591227481 501 ( C ) (3) 2309669 0 LAP/LSA - 2025 IOTA FUNDING AND SUMMER FELLOWS LEGAL SERVICES OF NORTH FLORIDA INC 2119 DELTA BOULEVARD TALLAHASSEE FL 32303 590197090 501 ( C ) (3) 4180444 0 LAP - 2025 IOTA FUNDING, LEGAL SERVICES FOR CHILDREN, SUMMER FELLOWS AND RETURN OF UNSPENT FUNDS NORTHWEST FLORIDA LEGAL SERVICES INC 226 SOUTH PALATOX PLACE SEVILLE TOWER 10TH FLOOR PENSACOLA FL 32502 591817996 501 ( C ) (3) 959786 0 LAP - 2025 IOTA FUNDING AND PRO BONO GRANTS SEMINOLE COUNTY BAR ASSOCIATION LEGAL AID SOCIETY INC 101 WEST PALMETTO AVENUE LONGWOOD FL 32750 591591554 501 ( C ) (3) 1808859 0 LAP - 2025 IOTA FUNDING, PRO BONO GRANTS AND SUMMER FELLOWS SOUTHERN LEGAL COUNSEL INC 1229 NW 12TH AVENUE GAINESVILLE FL 32601 591726382 501 ( C ) (3) 1390138 0 LAP/LSA - 2025 IOTA FUNDING AND PRO BONO GRANTS THREE RIVERS LEGAL SERVICES INC 1000 NE 16TH AVE BUILDING I GAINESVILLE FL 32601 591797499 501 ( C ) (3) 2482084 0 LAP - 2025 IOTA FUNDING CROSSROADS FOR FLORIDA KIDS INC 409 TANGERINE DR OLDSMAR FL 346772708 461481080 501 ( C ) (3) 125000 0 AOJ/LAP - CLS GRANTS APPROVED 6/24 AND AOJ GRANTS FLORIDA STATE UNIVERSITY COLLEGE OF LAW 282 CHAMPIONS WAY A2201 UCA TALLAHASSEE FL 323060001 591961248 501 ( C ) (3) 305505 0 LAP/LSA - LEGAL SERVICES FOR CHILDREN AND LEGAL CIVIL CLINIC LAWYERS FOR CHILDREN AMERICA INC 1 STATE ST STE 1730 HARTFORD CT 061033102 061412355 501 ( C ) (3) 717397 0 LAP - 2025 IOTA FUNDING AND RETURN OF UNSPENT FUNDS ST MICHAEL'S LEGAL CENTER FOR WOMEN AND CHILDREN INC 1218 MILLENIUM PKWY SUITE 2-7 BRANDON FL 335113895 208887740 501 ( C ) (3) 901639 0 LAP - 2025 IOTA FUNDING UNITED WAY OF INDIAN RIVER COUNTY INC PO BOX 1960 VERO BEACH FL 329611960 591087090 501 ( C ) (3) 100000 0 AOJ - AOJ GRANTS 37 LOAN REPAYMENT PROGRAM/LOAN REPAYMENT FORGIVENESS 136 623041 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 219746 0 0 0 1238 0 0 0 0 0 220984 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 FOR THE FOUNDATION'S FISCAL YEAR ENDED JUNE 30, 2024 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 6000 CASH THE FLORIDA BAR ENDOWMENT TRUST E 4921 ENDING A/P THE FLORIDA BAR ENDOWMENT TRUST B 7000 CASH