2024-07-16T16:00:24-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2022-07-01 596972443 THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST FLOR 4079607000 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 DOMINIC C MACKENZIE EXECUTIVE DIRECTOR/CEO 4079607014 2024-07-15 1 DOMINIC MACKENZIE 999009999 0 SARAH E MARSHALL CPA P00748415 4076447455 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOMINIC C MACKENZIE 175 LOOKOUT PLACE STE 100 MAITLAND FL 32751 923724 0 X N/A X 1992 FL TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION, INC. TO CARRY ON ITS EXEMPT PURPOSE. 5 5 0 5 0 0 131057 33306 0 0 223516 152494 0 0 354573 185800 0 0 0 0 0 0 0 0 0 22179 17011 22179 17011 332394 168789 5660376 6157843 0 0 5660376 6157843 TO PROVIDE SUPPORT TO THE FLORIDA BAR FOUNDATION. INC. TO CARRY ON ITS EXEMPT PURPOSE 0 0 CONTRIBUTION TO THE FLORIDA BAR FOUNDATION, INC. 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(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, 2023 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 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 C 6450 CASH THE FLORIDA BAR FOUNDATION INC S 34604 CASH THE FLORIDA BAR FOUNDATION INC D 1323 ENDING A/R 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.