Form 990 for tax year 2022
Filed by THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST.
Totals
- Total revenue
- $185,800
- Total expenses
- $17,011
- Contributions and grants received
- $33,306
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $152,494
- Other revenue
- $0
- Total assets, end of year
- $6,157,843
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $6,157,843
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $17,011
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1d · Related organizations
$6,450
-
1f · All other contributions, gifts and grants
$26,856
-
3 · Investment income
total $141,864 · excluded $141,864
-
7a · Gross sales of assets other than inventory
securities $748,554
-
7b · Less cost or other basis and sales expenses
securities $737,924
-
7c · Gain or loss
securities $10,630
-
7d · Net gain or loss
total $10,630 · excluded $10,630
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $6,450 · management and general $6,450
-
11f · Fees: investment management
total $9,521 · management and general $9,521
-
11g · Fees: other
total $1,040 · management and general $1,040
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $76,939 · end of year $51,212
-
3 · Pledges and grants receivable
beginning of year $24,327 · end of year $131,393
-
4 · Accounts receivable
beginning of year $8,899
-
11 · Investments: publicly traded securities
beginning of year $5,550,211 · end of year $5,973,915
-
15 · Other assets
beginning of year $0 · end of year $1,323
-
27 · Net assets without donor restrictions
beginning of year $1,392,840 · end of year $1,508,950
-
28 · Net assets with donor restrictions
beginning of year $4,267,536 · end of year $4,648,893
Mission and programs · 2022
Mission
TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION. INC. TO CARRY ON ITS EXEMPT PURPOSE
Activities or mission (Part I)
TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION, INC. TO CARRY ON ITS EXEMPT PURPOSE.
-
CONTRIBUTION TO THE FLORIDA BAR FOUNDATION, INC. TO CARRY ON ITS EXEMPT PURPOSE OF FUNDING FOR INCREASED ACCESS TO THE JUSTICE SYSTEM.
As filed on the 2022 return.
Listed in Part VII
-
Juliette E LippmanJULIETTE E LIPPMAN
CHAIR/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Connie BookmanCONNIE BOOKMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Jewel WhiteJEWEL WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Stephen R SennSTEPHEN R SENN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
-
Hala A SandridgeHALA A SANDRIDGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0 + 0.5 related
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
No itemized grants to organizations on this return.
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 FOUNDATION INC
501(C)(3) · SUPPORT · FL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411989349301801
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