Form 990 for tax year 2023
Filed by LEE COUNTY BAR ASSOCIATION FOUNDATION INC.
Totals
- Total revenue
- $94,978
- Total expenses
- $46,971
- Contributions and grants received
- $41,247
- Grants paid
- $42,350
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $53,731
- Total assets, end of year
- $126,476
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $126,476
- Program services expenses (Part IX)
- $42,350
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $42,350
Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$500
-
1f · All other contributions, gifts and grants
$40,747
-
8a · Fundraising events: gross income
$72,102
-
8a · Fundraising events: contributions included on line 1c
$500
-
8b · Fundraising events: direct expenses
$18,371
-
8c · Net income from fundraising events
total $53,731
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $42,350 · program services $42,350
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $750
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $200
-
13 · Office expenses
total $762
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: MERCHANT SERVICE FEES
total $909
-
24b · Other expenses: WEBSITE
total $2,000
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $68,254 · end of year $108,111
-
4 · Accounts receivable
beginning of year $10,215 · end of year $18,365
-
27 · Net assets without donor restrictions
beginning of year $78,469 · end of year $126,476
Mission and programs · 2023
Mission
FORMED IN 2016, THE LEE COUNTY BAR ASSOCIATION FOUNDATION PROVIDES A CHARITABLE GIVING VEHICLE FOR THE LEGAL COMMUNITY TO MAKE A LASTING IMPACT ON THE SPECIFIC NEEDS OF LEE COUNTY. THE MISSION OF THE LEE COUNTY BAR ASSOCIATION FOUNDATION IS TO PROMOTE PROVISION OF LEGAL
Activities or mission (Part I)
PROMOTE PROVISION OF LEGAL AID TO THE INDIGENT, SUPPORT AND PARTICIPATE IN CHARITABLE ENDEAVORS
-
TO ASSIST CHILDRENS ADVOCACY CENTER provide coordinated response to child victims of abuse and neglect
Expenses $4,500 · Grants $4,500
-
TO ASSIST CHILDRENS HOME SOCIETY OF FLORIDA provide assistance to children and families
Expenses $500 · Grants $500
-
BOYS GIRLS CLUB OF LEE COUNTY
Expenses $1,000 · Grants $1,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John WebbJOHN WEBB
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sarah SpectorSARAH SPECTOR
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
David SeitzDAVID SEITZ
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Shannon PuopoloSHANNON PUOPOLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chene ThompsonCHENE THOMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Eviana MartinEVIANA MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vanessa FernandezVANESSA FERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter KnizePETER KNIZE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Casey GartlandCASEY GARTLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan DowneyRYAN DOWNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew BrustMATTHEW BRUST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$10,000
To assist in providing free legal aid for low-income residents of Lee County
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · LEGAL SOCIETY MEMBERSHIP · FL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433329349300123
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