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In 2011-2012, the Foundation spent more than 88 percent of its total expenses on charitable activities. Management and general and fundraising expenses represent 11.4% of the Foundation's total expenses.
* The consolidated financial statements are presented for convenience and information purposes only and should not be relied upon. A copy of the printed consolidated financial statements will be provided upon request.
** As permitted by the IRS, Schedule B of Form 990, "Schedule of Contributors," is not included here. However, all donors to The Florida Bar Foundation and The Florida Bar Endowment Trust, except those who have requested to remain anonymous, are listed on the recognition pages of the website.
Foundation funds are invested by professional investment managers under policies approved by the board of directors. The investment policies are developed with assistance from outside consultants who also work with the Foundation's investment committee and board to evaluate investment managers’ performance.