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Lee County Bar Association Foundation Inc

EIN 81-5029751 · Fort Myers, FL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthStrong100 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

FORMED 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

Income
$58,072
Spending
$54,407
Spent on programs
94%
Reserves
19.4 months of spending
Largest source of income
other income, 65%
Employees
0

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Strong: 100 out of 100. Higher than 82% of charities in its peer group (philanthropy, under $250k).

  • Reserves

    35 of 35

    Spendable reserves would cover 19.4 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 6% of income.

  • Income trend

    15 of 15

    Income rose 9% on the year before.

  • Spending floor

    15 of 15

    94% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 91% of charities in its peer group (philanthropy, under $250k).

  • Independent board

    25 of 25

    8 of 8 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (32)
  1. $500 spent. ALLIANCE FOR THE ARTS
  2. $1,000 spent. ALVIN A DUBIN
  3. $2,000 spent. BEST BUDDIES
  4. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 BLESSINGS IN A BACKPACK
  5. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 CHILD CARE OF SOUTHWEST FLORIDA
  6. Program Service Expenses 2,000, Grants and allocations 2,000, Revenue 0 CHILDRENS ADVOCACY CENTER
  7. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 CHILDRENS NETWORK OF SOUTHWEST FLORIDA
  8. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 COMMUNITY COOPERATIVE
  9. Program Service Expenses 2,500, Grants and allocations 2,500, Revenue 0 DEAF AND HARD OF HEARING CENTER
  10. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 DRESS FOR SUCCESS
  11. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 FISH OF SANIBEL CAPTIVA
  12. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 FLORIDA LIONS EYE CLINIC INC
  13. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 FOSTER VILLAGE SWFL INC
  14. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 FOSTERING SUCCESS
  15. Program Service Expenses 1,600, Grants and allocations 1,600, Revenue 0 GIRLS ON THE RUN OF SOUTHWEST FLORIDA
  16. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 HARRY CHAPIN FOOD BANK
  17. Program Service Expenses 1,500, Grants and allocations 1,500, Revenue 0 HOPE CLUBHOUSE
  18. Program Service Expenses 2,500, Grants and allocations 2,500, Revenue 0 JUNIOR ACHIEVEMENT OF SOUTHWEST FLORIDA
  19. Program Service Expenses 10,000, Grants and allocations 10,000, Revenue 0 LEE COUNTY LEGAL AID SOCIETY
  20. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 LIGHTHOUSE OF SOUTHWEST FLORIDA
  21. Program Service Expenses 500, Grants and allocations 500, Revenue 0 LITERACY COUNCIL GULF COAST
  22. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 MEALS OF HOPE
  23. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 MIDWEST FOOD BANK
  24. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 MIGUEL FERNANDEZ HISPANIC BAR ASSOCIATION
  25. Program Service Expenses 1,900, Grants and allocations 1,900, Revenue 0 MILES OF SMILES FOUNDATION
  26. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 OUR MOTHERS HOME OF SW FL
  27. Program Service Expenses 1,000, Grants and allocations 1,000, Revenue 0 PACE CENTER FOR GIRLS
  28. Program Service Expenses 2,500, Grants and allocations 2,500, Revenue 0 QUALITY OF LIFE CENTER
  29. Program Service Expenses 500, Grants and allocations 500, Revenue 0 VALERIES HOUSE
  30. Program Service Expenses 500, Grants and allocations 500, Revenue 0 4KIDS
  31. Program Service Expenses 5,000, Grants and allocations 5,000, Revenue 0 A.N.A.S FRIENDS OF SWFL
  32. Program Service Expenses 500, Grants and allocations 500, Revenue 0 AFTER THE RAIN OF SWFL

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since February 2017.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.