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 596972443 THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST FLOR 4079607000 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 4079607014 2026-03-05 1 1 SARAH E MARSHALL CPA P00748415 4076447455 2026-03-05 2024 2025-03-06 01:10:19Z DOMINIC C MACKENZIE 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 903300 0 X HTTPS://FUNDINGFLA.ORG X 1992 FL TO MAINTAIN ENDOWMENT FUNDS TO PROVIDE INCOME TO CARRY OUT FFLA'S MISSION STATEMENT. 5 5 0 32 0 0 8920 13000 0 0 265680 140291 0 0 274600 153291 0 0 0 0 0 0 0 0 0 10893 18493 10893 18493 263707 134798 6671968 7255408 0 0 6671968 7255408 TO MAINTAIN ENDOWMENT FUNDS TO PROVIDE INCOME TO CARRY OUT FFLA'S MISSION STATEMENT. 0 0 CONTRIBUTION TO THE FLORIDA BAR FOUNDATION, INC. TO CARRY ON ITS EXEMPT PURPOSE OF FUNDING FOR INCREASED ACCESS TO THE JUSTICE SYSTEM. 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X X JULIE COLLINS 4072160023 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 X STEPHEN R SENN ESQ CHAIR/TRUSTEE 0.00 0.50 X X 0 0 0 HALA A SANDRIDGE ESQ TRUSTEE 0.00 0.50 X 0 0 0 CONNIE BOOKMAN TRUSTEE 0.00 0.50 X 0 0 0 HON SUZANNE VAN WYK TRUSTEE 0.00 0.50 X 0 0 0 MURRAY B SILVERSTEIN ESQ TRUSTEE 0.00 0.50 X 0 0 0 0 0 0 0 0 0 0 0 7000 6000 13000 180768 180768 709532 750009 -40477 -40477 -40477 153291 0 0 140291 7002 7002 11491 11491 18493 0 18493 0 91805 75357 129423 135423 6445819 7039707 4921 4921 6671968 7255408 0 0 X 1632800 1775166 5039168 5480242 6671968 7255408 6671968 7255408 134798 448642 0 X X 0 1 X 1 0 X X 1 THE FLORIDA BAR FOUNDATION 591004604 10 1 13000 0 1 13000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 6671968 6000 577440 7255408 6157841 8920 505207 6671968 5660376 33306 471651 7492 6157841 6357284 121877 -818785 5660376 4983065 14606 1359613 6357284 0.24467 0.35977 0.39557 0 0 0 X 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: 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. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE FOUNDATION ELECT THE BOARD OF TRUSTEES FOR THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B 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. 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 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. 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. THE FLORIDA BAR FOUNDATION INC 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 591004604 SUPPORT FL 501(C)(3) LINE 10 N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 THE FLORIDA BAR FOUNDATION INC S 6000 CASH THE FLORIDA BAR FOUNDATION INC D 4921 ENDING A/R THE FLORIDA BAR FOUNDATION INC C 7000 CASH FORM 990, PART VII. LINE 1A AND SCHEDULE R, PART V, LINES 1N & 10: THE 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 ACTIVITES, 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.