The Florida Bar Foundation Endowment Trust
- Assets
- $6.4m
- Revenue
- $385.1k
- Investments
- $189.3k
- Employees
- 0
- Location
- Maitland, FL
- Founding
- 05/1992
- Data as of
- 06/2021
- EIN
- 59-6972443
Organization Overview
The Florida Bar Foundation Endowment Trust is located in Maitland, FL. The organization was established in 1992. According to its NTEE Classification (I11) the organization is classified as: Single Organization Support, under the broad grouping of Crime & Legal-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Florida Bar Foundation Endowment Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Florida Bar Foundation Endowment Trust generated $385.1k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 13.4% each year . All expenses for the organization totaled $20.8k during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION, INC. TO CARRY ON ITS EXEMPT PURPOSE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTION TO THE FLORIDA BAR FOUNDATION, INC. TO CARRY ON ITS EXEMPT PURPOSE OF PROVIDING GREATER ACCESS TO JUSTICE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lou Ann Powell Secretary | Officer | 0.5 | $0 |
Hon Emerson R Thompson Jr Trustee | Trustee | 0.5 | $0 |
Maria E Henderson Trustee | Trustee | 0.5 | $0 |
Juliette E Lippman Trustee | Trustee | 0.5 | $0 |
Jewel White Trustee | Trustee | 0.5 | $0 |
Hala A Sandridge Trustee | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $9,180 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $12,736 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $21,916 |
| Total Program Service Revenue | $0 |
| Investment income | $162,724 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $200,491 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $385,131 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $9,179 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $11,653 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $20,832 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $209,398 |
| Pledges and grants receivable | $30,694 |
| Accounts receivable, net | $599 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $5,925,421 |
| Investments—other securities | $189,302 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $6,355,414 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $6,355,414 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $6,355,414 |
Grants Awarded
Over the last fiscal year, The Florida Bar Foundation Endowment Trust has awarded $195,285 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Miami, FL PURPOSE: LEGAL ASSISTANCE FOR THE POOR | $110,650 |
Miami, FL PURPOSE: LEGAL ASSISTANCE FOR THE POOR | $84,635 |
Endowment Analysis
| Beg. Balance | $4,983,065 |
| Earnings | $1,359,613 |
| Net Contributions | $14,606 |
| Ending Balance | $6,357,284 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
District One Medical Examiner Support Inc Milton, FL | $456,331 | $3,366,963 |
Police Officer Assistance Trust Miami, FL | $6,650,242 | $1,029,810 |
Friends Of Foster Children Of Palm Beach County Inc West Palm Beach, FL | $573,759 | $706,048 |
Huntsville Police Citizensfoundation Huntsville, AL | $102,418 | $0 |
Caja Friends Inc Huntsville, AL | $403,613 | $214,125 |
Delray Citizens For Delray Police Inc Delray Beach, FL | $264,239 | $89,010 |
Sheriffs Employee Assistance Tr Inc Orlando, FL | $886,954 | $86,274 |
Hundred Club Of Indian River County Inc Vero Beach, FL | $425,304 | $94,422 |
Two Hundred Club Of Jacksonville Inc Jacksonville, FL | $283,697 | $0 |
Vero Beach Police Benevolent Association Inc Vero Beach, FL | $379,740 | $0 |
The Florida Bar Foundation Endowment Trust Maitland, FL | $6,355,414 | $385,131 |
Help Our Vop Inc Punta Gorda, FL | $0 | $0 |