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In 2010-2011, the Foundation spent more than 91 percent of its total expenses on charitable activities. Fundraising, management and general expenses represented 8.8 percent of the Foundation's total expenses.


Combined Financial Statements of The Florida Bar Foundation and The Florida Bar Foundation Endowment Trust for the Year Ended June 30, 2011

The Florida Bar Foundation FY 2010 IRS Form 990*

The Florida Bar Foundation Endowment Trust FY 2010 IRS Form 990*

* 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 Investments

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.   

Grant Programs

Revenue from Florida's Interest on Trust Accounts (IOTA) program is the chief source of support for the Foundation’s grant programs. Learn more.

IOTA Program Information

The Interest on Trust Accounts (IOTA) program was implemented by the Florida Supreme Court in 1981. The nation’s first IOTA program, it serves as a model for similar programs across the country and creates millions of dollars in funding for legal aid each year. Learn more.