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Nonprofiteer
← FLORIDA BAR FOUNDATION INC

Form 990 for tax year 2024

Filed by FLORIDA BAR FOUNDATION INC.

Totals

Total revenue
$272,653,805
Total expenses
$97,663,494
Contributions and grants received
$258,637,264
Grants paid
$94,677,456
Program service revenue
$0
Investment income
$13,696,491
Other revenue
$320,050
Total assets, end of year
$523,297,088
Total liabilities, end of year
$1,562,073
Net assets or fund balances, end of year
$521,735,015
Program services expenses (Part IX)
$95,199,644
Management and general expenses
$2,281,924
Fundraising expenses
$181,926
Program service expenses (Part III)
$95,199,644

Program services were 97.5% 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

    $27,500

  • 1f · All other contributions, gifts and grants

    $258,609,764

  • 3 · Investment income

    total $8,275,009 · excluded $8,275,009

  • 6a · Gross rents

    real property $4,200

  • 6b · Less rental expenses

    real property $3,360

  • 6c · Rental income or loss

    real property $840

  • 6d · Net rental income or loss

    total $840 · excluded $840

  • 7a · Gross sales of assets other than inventory

    securities $817,766,629

  • 7b · Less cost or other basis and sales expenses

    securities $812,345,147

  • 7c · Gain or loss

    securities $5,421,482

  • 7d · Net gain or loss

    total $5,421,482 · excluded $5,421,482

  • 8a · Fundraising events: gross income

    $12,190

  • 8a · Fundraising events: contributions included on line 1c

    $27,500

  • 8b · Fundraising events: direct expenses

    $34,533

  • 8c · Net income from fundraising events

    total -$22,343 · excluded -$22,343

  • 11a · Other revenue: CY PRES AWARDS

    total $309,957 · related or exempt $309,957

  • 11b · Other revenue: SPONSPORSHIPS

    total $28,243 · related or exempt $28,243

  • 11c · Other revenue: MISCELLANEOUS

    total $3,353 · related or exempt $3,353

  • 11e · Other revenue, total

    $341,553

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $94,054,415 · program services $94,054,415

  • 2 · Grants to domestic individuals

    total $623,041 · program services $623,041

  • 5 · Compensation of officers, directors and key employees

    total $220,983 · program services $50,557 · management and general $147,897 · fundraising $22,529

  • 7 · Other salaries and wages

    total $1,074,502 · program services $278,630 · management and general $690,473 · fundraising $105,399

  • 8 · Pension plan contributions

    total $83,769 · program services $3,004 · management and general $70,649 · fundraising $10,116

  • 9 · Other employee benefits

    total $116,558 · program services $18,684 · management and general $82,542 · fundraising $15,332

  • 10 · Payroll taxes

    total $88,728 · program services $11,636 · management and general $68,920 · fundraising $8,172

  • 11c · Fees: accounting

    total $45,500 · management and general $45,500

  • 11f · Fees: investment management

    total $583,523 · management and general $583,523

  • 11g · Fees: other

    total $135,315 · program services $750 · management and general $128,056 · fundraising $6,509

  • 12 · Advertising and promotion

    total $1,489 · management and general $322 · fundraising $1,167

  • 13 · Office expenses

    total $64,948 · program services $2,492 · management and general $53,428 · fundraising $9,028

  • 14 · Information technology

    total $252,239 · program services $147,157 · management and general $105,082

  • 16 · Occupancy

    total $6,731 · management and general $6,731

  • 17 · Travel

    total $27,203 · program services $3,933 · management and general $20,792 · fundraising $2,478

  • 22 · Depreciation, depletion and amortization

    total $55,459 · management and general $55,459

  • 23 · Insurance

    total $48,993 · management and general $48,993

  • 24a · Other expenses: PERSONNEL RECRUITEMENT

    total $60,671 · management and general $60,671

  • 24b · Other expenses: REIMBURSED EXPENSES

    total $23,344 · management and general $23,344

  • 24c · Other expenses: SPECIAL ASSESSMENTS

    total $21,541 · management and general $21,541

  • 24d · Other expenses: EQUIPMENT EXPENSE

    total $15,092 · management and general $15,092

  • 24e · All other expenses

    total $59,450 · program services $5,345 · management and general $52,909 · fundraising $1,196

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $397 · end of year $300

  • 2 · Savings and temporary cash investments

    beginning of year $4,245,578 · end of year $14,256,178

  • 3 · Pledges and grants receivable

    beginning of year $23,564,851 · end of year $21,176,713

  • 7 · Other notes and loans receivable

    beginning of year $441,290 · end of year $902,587

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,979 · end of year $136,840

  • 10a · Land, buildings and equipment: cost or other basis

    $1,625,398

  • 10b · Land, buildings and equipment: accumulated depreciation

    $348,496

  • 10c · Land, buildings and equipment, net

    beginning of year $1,295,400 · end of year $1,276,902

  • 11 · Investments: publicly traded securities

    beginning of year $308,688,587 · end of year $485,547,568

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $226,612 · end of year $354,383

  • 18 · Grants payable

    beginning of year $997,580 · end of year $1,008,964

  • 19 · Deferred revenue

    beginning of year $86,445 · end of year $179,482

  • 21 · Escrow or custodial account liability

    beginning of year $2,481 · end of year $1,796

  • 25 · Other liabilities

    beginning of year $22,113 · end of year $17,448

  • 27 · Net assets without donor restrictions

    beginning of year $28,743,376 · end of year $58,184,140

  • 28 · Net assets with donor restrictions

    beginning of year $308,256,475 · end of year $463,550,875

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

FUNDING, PROMOTION AND SUPPORT OF GREATER ACCESS TO JUSTICE.

  • 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.

    Expenses $90,719,371 · Grants $90,257,871

  • 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.

    Expenses $800,000 · Grants $800,000

  • 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.

    Expenses $159,738 · Grants $159,738

  • 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.

    Expenses $3,520,535 · Grants $3,459,847

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Roberto R Pardo Esq

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Ashley N Sybesma Esq

    PRESIDENT - ELECT

    Total calculated
    $0
    Hours/week
    3

  • Maria C Gonzalez Esq

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Hon Hugh A Carithers Jr

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1.5

  • Murray B Silverstein Esq

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • A Dax Bello Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Joshua T Chilson Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Joseph D Hudgins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Hon Paetra T Brownlee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Hon Thomas D Bo Winokur

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Michael R Tein Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Vincent F Cuomo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Deborah Giles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • James P Schwarz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Min Cho Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Katie Fackler Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Hon Stefanie C Moon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Robert W Murphy Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Ret Justice Peggy Quince

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Raychelle Tasher Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Ayana K Barrow Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Sara Courtney Baigorri Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Brian E Currie Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Joseph J Kadow Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kyle W Robisch Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Steven A Salzer Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Ian M Comisky Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Joe Jacquot Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Patrick S Montoya Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Magdalena A Ozarowski Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Douglas H Reynolds Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Hon Edwin A Scales III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Dominic C MacKenzie

    EXECUTIVE DIRECTOR/CEO

    Total calculated
    $220,984
    From this org
    $220,984
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,746
    Bonus
    $0
    Other
    $1,238
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $220,984

  • Lushawn Phillips

    IOTA PROGRAM DIRECTOR

    Total calculated
    $111,501
    From this org
    $111,501
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • THE FLORIDA BAR ENDOWMENT TRUST

    501(C)(3) · TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION TO CARRY ON ITS EXEMPT · FL · controlled entity

    Directly controlled by THE FLORIDA BAR FOUNDATION INC

Provenance

Return type
form_990
Tax year
2024
Filed
5 March 2026
IRS schema version
2024v5.5
Source object
202600819349300400

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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