STRATEGY STUDIO / PUBLIC DATA EXPLORER

LEE COUNTY BAR ASSOCIATION FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LEE COUNTY BAR ASSOCIATION FOUNDATION INC (EIN 81-5029751)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201943199349303689
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-15T08:57:20-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650448406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCHALE CARUSO SCULLION & KNOX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112800 UNIVERSITY DRIVE SUITE 175AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33907ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815029751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE COUNTY BAR ASSOCIATIONBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEECBusinessNameControlTxt
Phone2398220440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 FIRST STREET 207AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCEDRIC HALLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2398220440PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIETTA MEACHAMPreparerPersonNm
PTINP00178188PTIN
Phone2394817400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.124.244.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm08:57:17IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF2B03DC618528B39AE8565B2423ED8973F3983F1AtSubmissionCreationDeviceId
At Submission Filing Device Id1A38EC23219BE801ECF3E94CC86329CA5E2BAF43AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerCEDRIC HALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 FIRST STREET 207AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,771GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LEEBAR.ORG/ABOUT-US/LCBA-FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionPROMOTE PROVISION OF LEGAL AID TO THE INDIGENT, SUPPORT AND PARTICIPATE IN CHARITABLE ENDEAVORS BENEFITING YOUTH AND/OR BENEFITING THE UNDERPRIVILEGED POPULATION, ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW, AND PROVIDE FOR THE ESTABLISHMENT OF SCHOLARSHIPS.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$29,386CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$27,743CYOtherRevenueAmt
CY Total Revenue$57,129CYTotalRevenueAmt
CY Grants And Similar Paid$15,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$1,588CYOtherExpensesAmt
CY Total Expenses$16,588CYTotalExpensesAmt
CY Revenues Less Expenses$40,541CYRevenuesLessExpensesAmt
Total Assets BOY$11,318TotalAssetsBOYAmt
Total Assets EOY$51,859TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,318NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,859NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFORMED IN 2016, THE LEE COUNTY BAR ASSOCIATION FOUNDATION PROVIDES A CHARITABLE GIVING VEHICLE FOR THE LEGAL COMMUNITY TO MAKE A LASTING IMPACT ON THE SPECIFIC NEEDS OF LEE COUNTY. THE MISSION OF THE LEE COUNTY BAR ASSOCIATION FOUNDATION IS TO: PROMOTE PROVISION OF LEGAL AID TO THE INDIGENT; SUPPORT AND PARTICIPATE IN CHARITABLE ENDEAVORS BENEFITING YOUTH AND/OR BENEFITING THE UNDERPRIVILEGED POPULATION; ENCOURAGE AND PROMOTE EDUCATION AND COMMUNITY AWARENESS OF THE LAW; PROVIDE FOR THE ESTABLISHMENT OF SCHOLARSHIPS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,000ExpenseAmt
Grant$15,000GrantAmt
DescTO ASSIST LEE COUNTY LEGAL AID SOCIETY IN PROVIDING FREE LEGAL AID TO LEE COUNTY RESIDENTS, OR INDIVIDUALS WHO HAVE BEEN REFERRED BY ANOTHER LEGAL SERVICES PROGRAM.Desc
Total Program Service Expenses$15,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CEDRIC HALLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2398220440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12077 FIRST STREET SUITE 207AddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33991ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SCOTT ATWOOD
DIRECTOR PRESIDENT0.50Yes (X)Yes (X)$0$0$0
MICHAEL RANDOLPH
DIRECTOR SECRETARY0.50Yes (X)Yes (X)$0$0$0
SHANNON PUOPOLO
DIRECTOR TREASURER0.50Yes (X)Yes (X)$0$0$0
CEDRIC HALL
DIRECTOR0.50Yes (X)$0$0$0
KRISTALYN LOSON
DIRECTOR0.50Yes (X)$0$0$0
BEVERLY GRADY
DIRECTOR0.50Yes (X)$0$0$0
JOHN WEBB
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K7CntrctRcvdGreaterThan100KCnt
All Other Contributions$29,386AllOtherContributionsAmt
Total Contributions$29,386TotalContributionsAmt
Fundraising Gross Income$35,385FundraisingGrossIncomeAmt
Fundraising Direct Expenses$7,642FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,743TotalRevenueColumnAmt
Exclusion$27,743ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,129TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$27,743ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Program Services$15,000ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$537TotalAmt
Management And General$537ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,051TotalAmt
Management And General$1,051ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,588TotalAmt
Program Services$15,000ProgramServicesAmt
Management And General$1,588ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,243BOYAmt
EOY$51,859EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$75BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,318BOYAmt
EOY$51,859EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,318BOYAmt
EOY$51,859EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,318BOYAmt
EOY$51,859EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,318BOYAmt
EOY$51,859EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$40,541ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$49,042CurrentTaxYearMinus1YearAmt
Current Tax Year$64,771CurrentTaxYearAmt
Total$113,813TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$49,042CurrentTaxYearMinus1YearAmt
Current Tax Year$64,771CurrentTaxYearAmt
Total$113,813TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$113,813PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$49,042CurrentTaxYearMinus1YearAmt
Current Tax Year$64,771CurrentTaxYearAmt
Total$113,813TotalAmt
FieldValueIRS element (for citing)
First5 Years509Yes (X)First5Years509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOFL TOURNAMENTEvent1Nm
Gross Receipts Event1$27,200GrossReceiptsEvent1Amt
Gross Revenue Event1$27,200GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,797OtherDirectExpensesEvent1Amt
Event2WINE TASTINGEvent2Nm
Gross Receipts Event2$6,985GrossReceiptsEvent2Amt
Gross Revenue Event2$6,985GrossRevenueEvent2Amt
Food And Beverage Event2$1,845FoodAndBeverageEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$1,200GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$1,200GrossRevenueOtherEventsAmt
Gross Receipts Total$35,385GrossReceiptsTotalAmt
Gross Revenue Total Events$35,385GrossRevenueTotalEventsAmt
Food And Beverage Total Events$1,845FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$5,797OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$7,642DirectExpenseSummaryEventsAmt
Net Income Summary$27,743NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE COUNTY LEGAL AID SOCIETY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12040 VIRGINIA AVEAddressLine1Txt
CityFORT MYERSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33901ZIPCd
FieldValueIRS element (for citing)
Recipient EIN591163686RecipientEIN
Cash Grant$15,000CashGrantAmt
Purpose Of GrantTO ASSIST LEE COUNTY LEGAL AID SOCIETY IN PROVIDING FREE LEGAL AID TO LEE COUNTY RESIDENTS, OR INDIVIDUALS WHO HAVE BEEN REFERRED BY ANOTHER LEGAL SERVICES PROGRAM.PurposeOfGrantTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE FOUNDATION HAVE TWO DIRECTORS, SCOTT ATWOOD AND KRISTALYN LOSON, WHO ARE MARRIED TO EACH OTHER.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION IS INCORPORATED IN FLORIDA AND THE BOARD OF DIRECTORS SERVE AS OFFICERS OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF DIRECTORS MAY CREATE COMMITTEES AND APPOINT THE MEMBERS OF SUCH COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 WILL BE PRESENTED AT A REGULARLY SCHEDULED MEETING FOR THEIR REVIEW PRIOR TO FILING THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CDISCUSSED AT A REGULARLY SCHEDULED MEETING
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST