2020-11-12T10:51:07-06:00 2019-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2019-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 JENNIFER CASTILLO PRESIDENT 4054167070 2020-11-06 1 W LYNDEL LACKEY P00234298 4058482020 2020-11-06 4.14.133.138 2020-11-06 13:38:54 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AB9D39DAB8F64CBCBAEF692949137285CA1D49BB 2019 2021-01-29 14:40:06Z JENNIFER CASTILLO 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 20681299 0 X WWW.OKBARFOUNDATION.ORG/OBF X 1949 OK THE OKLAHOMA BAR FOUNDATION PROVIDES ANNUAL FUNDING THROUGH GRANTS TO PROMOTE THE ADVANCEMENT OF JUSTICE, TO PROVIDE CRITICAL CIVIL LEGAL SERVICES TO THOSE IN NEED, AND TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE AMERICAN LEGAL SYSTEM. 26 26 4 26 0 0 906210 1284705 0 0 988993 1700049 0 0 1895203 2984754 600781 1462829 0 0 388800 405349 0 0 98325 189207 216060 1178788 2084238 716415 900516 15269622 17341969 294054 38299 14975568 17303670 X THE OKLAHOMA BAR FOUNDATION PROVIDES ANNUAL FUNDING THROUGH GRANTS TO PROMOTE THE ADVANCEMENT OF JUSTICE, TO PROVIDE CRITICAL CIVIL LEGAL SERVICES TO THOSE IN NEED, AND TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE AMERICAN LEGAL SYSTEM. 0 0 173875 161180 OBF COURT GRANTSTHE OBF PROVIDES ANNUAL GRANT FUNDS TO DISTRICT AND APPELLATE COURTS ACROSS THE STATE TO HELP ADVANCE AND IMPROVE THE ADMINISTRATION OF JUSTICE BY UPDATING AND IMPROVING COURTROOM TECHNOLOGY, WHICH WOULD NOT OCCUR IF NOT FOR OBF FUNDING. IN 2019, THE OBF AWARDED GRANTS TO 14 DIFFERENT OKLAHOMA DISTRICT COURTS TO FUND COURT-REPORTING EQUIPMENT AND COURT ROOM TECHNOLOGY TOOLS SUCH AS SMART BOARDS FOR USE BY COURT ADMINISTRATORS AND LITIGANTS. 693124 642519 OBF LEGAL SERVICES GRANTSTHE OBF PROVIDES ANNUAL GRANT FUNDS TO NON-PROFIT ORGANIZATIONS IN OKLAHOMA THAT FURNISH CIVIL LEGAL AID AND ADVOCACY SERVICES TO OKLAHOMANS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD THESE CRITICAL SERVICES. THIS FUNDING HELPS ENSURE THAT JUSTICE IS POSSIBLE FOR ALL OKLAHOMA CHILDREN, SENIORS, VETERANS, VICTIMS OF DOMESTIC VIOLENCE AND OTHER INDIVIDUALS WHO ARE IN NEED OF SUCH SERVICES. ANNUAL GRANTS ARE ALSO AWARDED TO NON-PROFITS THAT PROVIDE LAW-RELATED EDUCATION PROGRAMS TO OKLAHOMANS, INCLUDING STUDENTS FROM GRADE SCHOOL THROUGH HIGH SCHOOL. IN 2019, THE OBF AWARDED GRANTS TO 26 SEPARATE ORGANIZATIONS TO PROVIDE CIVIL LEGAL AID SERVICES AND LAW RELATED EDUCATION PROGRAMS TO OKLAHOMA CITIZENS. IT IS ESTIMATED THAT SOME 100,000 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES. 662788 614398 IN 2019, THE OBF APPROVED GRANTS IN THE AMOUNT OF $221,000 TO 9 DIFFERENT NON-PROFIT ORGANIZATIONS AND PROGRAMS ACROSS THE STATE OF OKLAHOMA TO PROVIDE LEGAL SERVICE AID TO LOW-INCOME POPULATIONS IN THE AREAS OF COMMUNITY REDEVELOPMENT AND MORTGAGE FORECLOSURE DEFENSE. THE GRANTS WERE FUNDED BY DISTRIBUTIONS MADE PURSUANT TO A GLOBAL SETTLEMENT AGREEMENT OF SEVERAL LAWSUITS BROUGHT BY THE US DEPARTMENT OF JUSTICE AGAINST ENTITIES WHO ALLEGEDLY COMMITTED ACTS THAT CONTRIBUTED TO THE 2008 HOUSING MARKET FINANCIAL COLLAPSE. 48255 44732 OBF SCHOLARSHIPS AND AWARDSTHE OBF PROVIDES FUNDS EVERY YEAR TO EDUCATIONAL INSTITUTIONS AND STUDENTS ATTENDING THE 3 LAW SCHOOLS IN OKLAHOMA. IN 2019, THE OBF AWARDED SCHOLARSHIPS AND AWARDS TO STUDENTS ATTENDING THE LAW SCHOOLS AT OKLAHOMA CITY UNIVERSITY, TULSA UNIVERSITY AND THE UNIVERSITY OF OKLAHOMA. THESE INCLUDED THE OBF FELLOWS SCHOLARSHIP, WHICH PROVIDES $5,000 TO AN OUTSTANDING STUDENT AT EACH OF THE SCHOOLS, AND THE CHAPMAN-ROGERS SCHOLARSHIP, ALSO AWARDED TO OUTSTANDING SCHOLARS AT EACH OF THE SCHOOLS. 48255 44732 1578042 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X RENEE DEMOSS 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 JENNIFER M CASTILLO PRESIDENT 8.00 X X 0 0 0 PATRICK O'HARA JR PRESIDENT ELECT 8.00 X X 0 0 0 JEFF TREVILLION JR VICE PRESIDENT 8.00 X X 0 0 0 ALAN SOUTER PAST PRESIDENT 4.00 X X 0 0 0 MARTHA T CORDELL SECRETARY 8.00 X X 0 0 0 VALERIE COUCH TREASURER 1.00 X X 0 0 0 WAYNE BILLINGS TRUSTEE 1.00 X 0 0 0 M COURTNEY BRIGGS TRUSTEE 1.00 X 0 0 0 TIECE DEMPSEY TRUSTEE 1.00 X 0 0 0 JIM DOWELL TRUSTEE 1.00 X 0 0 0 GARY W FARABOUGH TRUSTEE 1.00 X 0 0 0 AMBER PECKIO GARRETT TRUSTEE 1.00 X 0 0 0 DEANNA HARTLEY-KELSO TRUSTEE 1.00 X 0 0 0 ALLEN L HUSTON TRUSTEE 1.00 X 0 0 0 PAUL KLUVER TRUSTEE 1.00 X 0 0 0 JACK MCCARTY TRUSTEE 1.00 X 0 0 0 LEANNE MCGILL TRUSTEE 1.00 X 0 0 0 O CHRIS MEYERS II TRUSTEE 1.00 X 0 0 0 TERRY MASON MOORE TRUSTEE 1.00 X 0 0 0 NATHAN RICHTER TRUSTEE 1.00 X 0 0 0 BENJAMIN RUSS TRUSTEE 1.00 X 0 0 0 ANDREW SHANK TRUSTEE 1.00 X 0 0 0 SUSAN SHIELDS TRUSTEE 1.00 X 0 0 0 BRET A SMITH TRUSTEE 1.00 X 0 0 0 MICHEAL TORRONE JR TRUSTEE 1.00 X 0 0 0 TOM VINCENT II TRUSTEE 1.00 X 0 0 0 RENEE DEMOSS EXECUTIVE DIRECTOR 38.00 X 145335 0 32275 145335 0 32275 1 0 1 0 0 107425 1177280 1284705 363851 363851 19032743 17696545 1336198 1336198 1336198 2984754 0 0 1700049 1418097 1418097 44732 44732 177610 41780 96439 39391 162563 38241 88269 36053 22460 5284 12195 4981 21847 5139 11863 4845 20869 4909 11331 4629 30600 30600 47972 47972 2085 2085 19356 5620 13736 23318 11034 10775 1509 28381 293 27588 500 5544 5544 19709 18709 1000 7210 171 6878 161 EVENT EXPENSE 8350 3475 4875 DUES AND SUBSCRIPTIONS 4558 4558 EMPLOYEE HIRING AND TRA 4479 4479 DEVELOPMENT EXPENSE 3425 2742 652 31 11073 10723 350 2084238 1578042 407871 98325 71394 80351 447587 1218566 34031 20096 132271 118646 13625 13625 14688643 15995443 14342 13888 15269622 17341969 12804 433 281250 37866 294054 38299 X 7153149 9092962 7822419 8210708 14975568 17303670 15269622 17341969 900516 1427586 0 X 0 1 X 1 0 X 555314 968974 755052 906210 1284705 4470255 555314 968974 755052 906210 1284705 4470255 4470255 215616 230416 277654 341556 363851 1429093 3718 3718 5903066 0.75730 0.74690 X 2633704 564393 67040 3131057 2865857 -163793 68360 2633704 2558044 387528 79715 2865857 4431141 274119 197327 1949889 2558044 4418870 207611 -29096 166244 4431141 0.13870 0.86130 1 0 132271 118646 13625 13625 4364368 1427586 1427586 2936782 47972 47972 2984754 2036266 0 2036266 47972 47972 2084238 PART V, LINE 4: UNDER OBF'S ENDOWMENT DISTRIBUTION POLICY, THE AMOUNT AVAILABLE FOR APPROPRIATION EACH YEAR IS 5% OF THE AVERAGE OF THE PRECEDING THREE YEARS' MARKET VALUE OF THE ENDOWMENT AT DECEMBER 31. THIS POLICY IS EXPECTED TO ALLOW FOR REAL GROWTH IN ADDITION TO BUILDING THE ENDOWMENTS THROUGH NEW GIFTS AND RETURN ON INVESTMENT. 1 CANADIAN COUNTY CASA 7905 EAST HIGHWAY 66 EL RENO OK 73036 470855453 501(C)(3) 15000 COURT ADVOCATES CASA OF WESTERN OKLAHOMA PO BOX 485 WEATHERFORD OK 73096 821169044 501(C)(3) 15000 GENERAL OPERATIONS CATHOLIC CHARITIES OF EASTERN OKLAHOMA PO BOX 580460 TULSA OK 74158 530196617 509(A) 25000 GENERAL OPERATIONS CATHOLIC CHARITIES OF OKC 1232 N CLASSEN OKLAHOMA CITY OK 73106 730636561 509(A) 25000 GENERAL OPERATIONS CENTER FOR CHILDREN & FAMILIES INC 210 SOUTH COCKREL NORMAN OK 73071 730933253 501(C)(3) 15000 DIVORCE & CO-PARENTING SERVICES COMMUNITY ACTION AGENCY 319 SW 25TH STREET OKLAHOMA CITY OK 73109 730753739 501(C)(3) 20000 GENERAL OPERATIONS COMMUNITY CRISIS CENTER INC 17 N MAIN STREET MIAMI OK 74354 731115656 501(C)(3) 8770 COURT ADVOCATE DISTRICT COURT OF ATOKA COUNTY 200 EAST COURT STREET STE 212E ATOKA OK 74525 115(A) 8155 GENERAL OPERATIONS DISTRICT COURT OF COAL COUNTY 4 N MAIN SUITE 9 COALGATE OK 74538 115(A) 6996 GENERAL OPERATIONS DISTRICT COURT OF HUGHES COUNTY 200 NORTH BROADWAY STREET HOLDENVILLE OK 74848 115(A) 6746 GENERAL OPERATIONS DISTRICT COURT OF LOVE COUNTY 405 WEST MAIN STE 302 MARIETTA OK 73448 115(A) 9494 GENERAL OPERATIONS DISTRICT COURT OF MAYES COUNTY 1 COURT PLACE STE 240 PRYOR OK 74361 115(A) 69057 GENERAL OPERATIONS DISTRICT COURT OF PITTSBURG COUNTY 115 EAST CARL ALBERT MCALESTER OK 74501 115(A) 7200 GENERAL OPERATOINS DISTRICT COURT OF SEMINOLE COUNTY 120 SOUTH WEWOKA AVE WEWOKA OK 74884 115(A) 13492 GENERAL OPERATIONS DISTRICT COURT OF TILLMAN COUNTY PO BOX 97 FREDERICK OK 73542 115(A) 41745 GENERAL OPERATIONS DISTRICT COURT OF WAGONER COUNTY 307 E CHEROKEE STREET WAGONER OK 74467 115(A) 21112 GENERAL OPERATIONS DVIS INC 3124 E APACHE STREET TULSA OK 74110 731028332 501(C)(3) 8000 DVIS LEGAL PROGRAM LEGAL AID SERVICES OF OKLAHOMA INC 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731022203 509(A) 105000 CIVIL LEGAL SERVICES MARIE DETTY YOUTH & FAMILY SERVICES PO BOX 408 LAWTON OK 73502 731118322 509(A) 15000 NEW DIRECTIONS SHELTER OBA-YLD PO BOX 53036 OKLAHOMA CITY OK 73152 730618833 501(C)(3) 50000 OKLAHOMA HIGH SCHOOL MOCK TRIAL PROGRAM OCU SCHOOL OF LAW 800 N HARVEY SUITE 230 OKLAHOMA CITY OK 73103 730579265 509(A) 70000 AMERICAN INDIAN WILLS CLINIC/HELP PROGRAM OKLAHOMA ACCESS TO JUSTICE FOUNDATION 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 823829850 501(C)(3) 12500 LEGAL ASSISTANCE RESOURCE CENTER OKLAHOMA GUARDIAN AD LITEM INSTITUTE 1701 SIGNAL RIDGE DRIVE SUITE 110 EDMOND OK 73013 812175628 501(C)(3) 35000 FAMILY COURT GAL SERVICES OKLAHOMA LAWYERS FOR CHILDREN 800 N HARVEY OKLAHOMA CITY OK 73102 731542815 501(C)(3) 54000 LEGAL SERVICES FOR ABUSED & NEGLECTED CHILDREN SAFE CENTER 810 N 5TH STREET DUNCAN OK 73533 731468868 501(C)(3) 45000 GENERAL OPERATIONS SOUTH TULSA COMMUNITY HOUSE 5780 S PEORIA AVENUE TULSA OK 74105 731433838 501(C)(3) 45000 GENERAL OPERATIONS TEEN COURT INC PO BOX 1971 LAWTON OK 73501 731383186 501(C)(3) 50000 DELINQUENCY PREVENTION FOR FIRST OFFENDERS THE CARE CENTER 1403 N ASHTON PLACE OKLAHOMA CITY OK 73117 731393193 501(C)(3) 10000 GENERAL OPERATIONS THE SPERO PROJECT INC 906 NW 6TH ST OKLAHOMA CITY OK 73106 264035530 501(C)(3) 20000 THE COMMON TRINITY LEGAL CLINIC OF OKLAHOMA INC PO BOX 7868 EDMOND OK 73083 562630060 501(C)(3) 43000 CIVIL & CRIMINAL LEGAL SERVICES FOR LOW INCOME TU COLLEGE OF LAW 800 S TUCKER DR TULSA OK 74104 730579298 501(C)(3) 15000 IMMIGRANTS' RIGHTS PROJECT TULSA COUNTY PUBLIC DEFENDER 423 S BOULDER AVENUE SUITE 300 TULSA OK 74103 115(A) 44000 GENERAL OPERATIONS TULSA LAWYERS FOR CHILDREN PO BOX 2254 TULSA OK 74101 731593275 501(C)(3) 40000 LEGAL SERVICES FOR ABUSED & NEGLECTED CHILDREN YOUTH SERVICES OF TULSA INC 311 S MADISON AVE BOISE CITY OK 74120 730785251 501(C)(3) 10000 YOUTH COURT PROGRAM YWCA OKC 2460 NW 39TH STREET OKLAHOMA CITY OK 73112 730579272 501(C)(3) 31000 GENERAL OPERATIONS YWCA TULSA 420 SOUTH MAIN STE 200 TULSA OK 74103 730579269 501(C)(3) 15000 IMMIGRATION LEGAL SERVICES 21 15 OBF'S MERRILL SCHOLARSHIP 1 500 OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS 3 15000 OBF'S W.B. CLARK SCHOLARSHIP 5 20732 OBF'S HIERONYMUS SCHOLARSHIP 1 500 OBF'S PORTA LEGAL ETHICS SCHOLARSHIP 1 500 OBF'S CHAPMAN-ROGERS SCHOLARSHIP 3 7500 PART I, LINE 2: THE OBF BOARD OF TRUSTEES HAS OPTIONS WHEN EXERCISING ITS FIDUCIARY DUTIES REGARDING HOW TO DISTRIBUTE FUNDS IT RAISES, TO WHOM IT DISTRIBUTES THEM, IN WHAT AMOUNTS, AND UNDER WHAT CONDITIONS. IN THE GRANT-MAKING PROCESS, OBF TRUSTEES MUST EXERCISE DISCRETION, AND MUST BE PRUDENT AND REASONABLE STEWARDS OF OBF FUNDS. OBF HAS A COMPREHENSIVE VETTING PROCESS PRIOR TO MAKING AWARDS AND THE FULL BOARD VOTES TO APPROVE GRANTEES, ORGANIZED AS 501(C)(3)'S, AND GRANT AMOUNTS. PRIORITIES CONSIDERED BY THE COMMITTEE FOR LEGAL SERVICES OR EDUCATION GRANTS INCLUDE: 1) TRACK RECORD OF THE APPLICANT, SUCH AS FISCAL RESPONSIBILITY AND PROGRAM STABILITY; 2) OTHER FUNDING SOURCES THAT COULD SUSTAIN THE PROGRAM; 3) DEVELOPMENT AND EXPANSION OF PRO BONO SERVICES; 4) SPECIAL NEEDS OF THE APPLICANT; 5) POTENTIAL OF MATCHING GRANT FUNDS FROM ANOTHER SOURCE; 6) BENEFITS THAT WILL BE DERIVED FROM THE PROJECT OR PROGRAM BY THE STATE, COUNTY OR SERVICE AREA; AND 7) NON-DUPLICATIVE SERVICES. THE GRANTS AND AWARDS COMMITTEE SUPERVISES A MONITORING PROCESS THROUGHOUT THE YEAR AND GRANTEES MUST REPORT IN WRITING INCLUDING ALL FINANCIAL DATA EACH QUARTER AND AT CONCLUSION OF THE GRANT REVIEWED BY THE GRANTS AND AWARDS COMMITTEE BEFORE CONTINUED GRANT PAYMENTS ARE MADE. OBF COLLECTS END OF YEAR DATA ON ALL CLIENTS SERVED. SITE VISITS ARE CONDUCTED EACH 3 TO 4 YEARS. ALL GRANTS ARE MADE AND CARRIED OUT WITHIN THE STATE OF OKLAHOMA, ONLY. X 0 0 0 0 0 0 0 1 0 RENEE DEMOSS EXECUTIVE DIRECTOR 141585 0 3750 0 0 0 19600 0 13227 0 178162 0 0 0 PART I, LINE 7 BONUSES MAY BE DETERMINED BY THE BOARD ANNUALLY IN LIEU OF SALARY INCREASES. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS IN GOOD STANDING OF THE OKLAHOMA BAR ASSOCIATION ARE CONSIDERED TO BE MEMBERS OF THE OKLAHOMA BAR FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ANY GROUP OF TWENTY-FIVE OR MORE MEMBERS OF THE OBF'S FELLOWS PROGRAM MAY TIMELY NOMINATE A FOUNDATION MEMBER TO THE BOARD OF TRUSTEES. THE OKLAHOMA BAR ASSOCIATION PRESIDENT APPOINTS 1 MEMBER OF THE OBF BOARD TO A 1 YEAR TERM. THE OBA PRESIDENT-ELECT, SELECTED BY THE OBA MEMBERSHIP, IS APPOINTED AS A MEMBER OF THE OBF BOARD FOR A ONE YEAR TERM. THE YOUNG LAWYERS DIVISION APPOINTS ONE OF THEIR MEMBERS TO SERVE ON THE OBF BOARD FOR A ONE YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND THE AUDIT REPORT ARE BOTH REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE AND THE MEMBERS OF THE EXECUTIVE COMMITTEE. THE AUDIT COMMITTEE AND/OR THE EXECUTIVE COMMITTEE APPROVED THE FORM 990, AND AN OBF OFFICER SIGNS IT. THE AUDIT REPORT IS PRESENTED TO THE ENTIRE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE STATEMENTS ARE PROVIDED WITH INSTRUCTIONS TO UPDATE INFORMATION WITH ANY CHANGES. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENTS, MEMBER MUST RECUSE FROM GRANT VOTES AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE OKLAHOMA BAR FOUNDATION UTILIZES COMPENSATION DATA COMPILED BY TWO DIFFERENT GROUPS WITH THE AMERICAN BAR ASSOCIATION; THE NATIONAL CONFERENCE OF BAR FOUNDATIONS AND THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS. THE OKLAHOMA BAR FOUNDATION ALSO UTILIZES COMPENSATION PACKAGE INFORMATION COMPILED THROUGH THE OKLAHOMA CENTER FOR NONPROFITS. ALL OF THOSE ORGANIZATIONS COMPILE SIMILAR NONPROFIT DATA ON SIMILAR POSITIONS PERFORMING THE SAME TYPES OF CHARITABLE WORK. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THESE DOCUMENTS MAY BE ACCESSED THROUGH MAILINGS AND ANNUAL REPORT BROCHURES. OKLAHOMA BAR ASSOCIATION 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 73105 730618833 INSTRUMENTALITY OF THE STATE OK 115(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0