OKLAHOMA BAR FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA BAR FOUNDATION INC (EIN 73-0710244)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201723199349307602
Schema version
2016v3.0
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)
Return2017-11-15T11:48:49-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111600 BROADWAY EXTENSION SUITE 300AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73114ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730710244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA BAR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOKLABusinessNameControlTxt
Phone4054167070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 NORTH LINCOLN BOULEVARDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731054901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMILLIE OTEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4054167070PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone4058482020PhoneNum
Preparation2017-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.249.102.217IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm14:48:52IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDC69956B82899D452B04A876CA8590EA624B8F12AtSubmissionCreationDeviceId
At Submission Filing Device Id2C4F9CAEBFDF971FF7F00391351AF1164FB5E040AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMILLIE OTEYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 NORTH LINCOLN BOULEVARDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731054901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,110,776GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OKBARFOUNDATION.ORG/OBFWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$555,314PYContributionsGrantsAmt
CY Contributions Grants$968,872CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$490,616PYInvestmentIncomeAmt
CY Investment Income$211,062CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$4,652,684CYOtherRevenueAmt
PY Total Revenue$1,045,930PYTotalRevenueAmt
CY Total Revenue$5,832,618CYTotalRevenueAmt
PY Grants And Similar Paid$424,784PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$587,759CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$244,137PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$246,738CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$174,020PYOtherExpensesAmt
CY Other Expenses$322,026CYOtherExpensesAmt
PY Total Expenses$842,941PYTotalExpensesAmt
CY Total Expenses$1,156,523CYTotalExpensesAmt
PY Revenues Less Expenses$202,989PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,676,095CYRevenuesLessExpensesAmt
Total Assets BOY$10,847,730TotalAssetsBOYAmt
Total Assets EOY$15,662,364TotalAssetsEOYAmt
Total Liabilities BOY$488,645TotalLiabilitiesBOYAmt
Total Liabilities EOY$61,860TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,359,085NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,600,504NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$102,334ExpenseAmt
Grant$102,334GrantAmt
DescOBF COURT GRANTS. THE 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 2016, THE OBF AWARDED GRANTS TO 12 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$436,675ExpenseAmt
Grant$436,675GrantAmt
DescOBF LEGAL SERVICES GRANTS. THE 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 2016, THE OBF AWARDED GRANTS TO 23 SEPARATE ORGANIZATIONS TO PROVIDE CIVIL LEGAL AID SERVICES AND LAW RELATED EDUCATION PROGRAMS TO OKLAHOMA CITIZENS. IT IS ESTIMATED THAT SOME 70,000 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$43,750ExpenseAmt
Grant$43,750GrantAmt
DescOBF SCHOLARSHIPS AND AWARDS. THE OBF PROVIDES FUNDS EVERY YEAR TO EDUCATIONAL INSTITUTIONS AND STUDENTS ATTENDING THE 3 LAW SCHOOLS IN OKLAHOMA. IN 2016, 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmtGrantGrantAmtDescDesc
$5,000$5,000OBF EMERGENCY GRANTS. THE OBF PROVIDES FUNDS IN AN ANNUAL AMOUNT OF $50,000 FOR EMERGENCY GRANT REQUESTS. A MAXIMUM OF UP TO $5,000 MAY BE AWARDED FOR AN INDIVIDUAL REQUEST. EACH REQUEST MUST BE WITHIN THE MISSION OF THE OKLAHOMA BAR FOUNDATION. UPON RECEIPT OF SUCH A REQUEST, THE GRANT AND AWARD COMMITTEE SHALL TIMELY REVIEW THE REQUEST AND MAKE A RECOMMENDATION. NO MORE THAN ONE REQUEST PER GRANTEE ORGANIZATION WILL BE FUNDED ANNUALLY. IN 2016, THE OBF AWARDED 1 EMERGENCY GRANT TO JOHN MARSHALL HIGH SCHOOL.
$47,87070TH ANNIVERSIARY EVENT - EVENT TO THANK THE MEMBERS
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$52,870TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$5,000TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$635,629TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
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 EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
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 Chapters0LocalChaptersInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRENEE DEMOSSPersonNm
Phone4054167070PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 N LINCOLN BLVDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731054901ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JACK L BROWN
PAST PRESIDENT4.00Yes (X)Yes (X)$0$0$0
MILLIE E OTEY
PRESIDENT8.00Yes (X)Yes (X)$0$0$0
KEVIN R DONELSON
PRESIDENT ELECT8.00Yes (X)Yes (X)$0$0$0
ALAN SOUTER
VICE PRESIDENT8.00Yes (X)Yes (X)$0$0$0
JENNIFER M CASTILLO
SECRETARY/TREASURER8.00Yes (X)Yes (X)$0$0$0
MOLLY A ASPAN
TRUSTEE1.00Yes (X)$0$0$0
STEVEN L BARGHOLS
TRUSTEE1.00Yes (X)$0$0$0
A GABRIEL BASS
TRUSTEE1.00Yes (X)$0$0$0
MARTHA T CORDELL
TRUSTEE1.00Yes (X)$0$0$0
GARY W FARABOUGH
TRUSTEE1.00Yes (X)$0$0$0
AMBER PECKIO GARRETT
TRUSTEE1.00Yes (X)$0$0$0
DEANNA HARTLEY-KELSO
TRUSTEE1.00Yes (X)$0$0$0
RODNEY ROD K HUNSINGER II
TRUSTEE1.00Yes (X)$0$0$0
ALLEN L HUTSON
TRUSTEE1.00Yes (X)$0$0$0
GARVIN ISAACS JR
TRUSTEE1.00Yes (X)$0$0$0
PAUL KLUVER
TRUSTEE1.00Yes (X)$0$0$0
JACK DE MCCARTY
TRUSTEE1.00Yes (X)$0$0$0
O CHRIS MEYERS II
TRUSTEE1.00Yes (X)$0$0$0
BRIANA J ROSS
TRUSTEE1.00Yes (X)$0$0$0
BRET ALLAN SMITH
TRUSTEE1.00Yes (X)$0$0$0
KARA I SMITH
TRUSTEE1.00Yes (X)$0$0$0
LINDA S THOMAS
TRUSTEE1.00Yes (X)$0$0$0
JEFFERY D TREVILLION JR
TRUSTEE1.00Yes (X)$0$0$0
MICHAEL T TORRONE JR
TRUSTEE1.00Yes (X)$0$0$0
JOHN MORRIS WILLIAMS
TRUSTEE1.00Yes (X)$0$0$0
G PATRICK O'HARA JR
GRANTS & AWARDS CHAIR1.00Yes (X)$0$0$0
MICHAEL HOGAN
TRUSTEE1.00Yes (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 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$147,818MembershipDuesAmt
All Other Contributions$821,054AllOtherContributionsAmt
Total Contributions$968,872TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$230,416TotalRevenueColumnAmt
Exclusion$230,416ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,258,804SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,278,158SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$19,354SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,354TotalRevenueColumnAmt
Exclusion-$19,354ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSETTLEMENT OF LEGAL CLAIMSDesc
Business900099BusinessCd
Total Revenue Column$4,652,684TotalRevenueColumnAmt
Related Or Exempt Func Income$4,652,684RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,652,684OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,832,618TotalRevenueColumnAmt
Related Or Exempt Func Income$4,652,684RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$211,062ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$544,009TotalAmt
Program Services$544,009ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$43,750TotalAmt
Program Services$43,750ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$180,686TotalAmt
Management And General$180,686ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$16,978TotalAmt
Management And General$16,978ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$35,934TotalAmt
Management And General$35,934ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,140TotalAmt
Management And General$13,140ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,260TotalAmt
Management And General$27,260ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$53,061TotalAmt
Management And General$53,061ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$79,435TotalAmt
Management And General$79,435ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,258TotalAmt
Management And General$12,258ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,420TotalAmt
Management And General$24,420ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,727TotalAmt
Management And General$3,727ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,667TotalAmt
Management And General$16,667ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$31,297TotalAmt
Management And General$31,297ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,119TotalAmt
Management And General$10,119ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSE$47,870$47,870
DUES, SUBSCRIPTIONS AND$4,417$4,417
FELLOW RECRUITMENT$3,797$3,797
CERTIFICATES AND PLAQUE$3,712$3,712

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,986TotalAmt
Management And General$3,986ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,156,523TotalAmt
Program Services$635,629ProgramServicesAmt
Management And General$520,894ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$53,879BOYAmt
EOY$44,884EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$166,002BOYAmt
EOY$260,062EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,000BOYAmt
EOY$8,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$132,271LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$118,646LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,625BOYAmt
EOY$13,625EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,596,254BOYAmt
EOY$15,327,027EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,970BOYAmt
EOY$8,766EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,847,730BOYAmt
EOY$15,662,364EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$35,846BOYAmt
EOY$44,360EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$452,799BOYAmt
EOY$17,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$488,645BOYAmt
EOY$61,860EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,927,944BOYAmt
EOY$6,137,978EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,175,141BOYAmt
EOY$8,206,526EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,256,000BOYAmt
EOY$1,256,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,359,085BOYAmt
EOY$15,600,504EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,847,730BOYAmt
EOY$15,662,364EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,676,095ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$425,291NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$140,033PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$512,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$470,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$570,311CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$555,314CurrentTaxYearMinus1YearAmt
Current Tax Year$968,974CurrentTaxYearAmt
Total$3,077,003TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$512,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$470,239CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$570,311CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$555,314CurrentTaxYearMinus1YearAmt
Current Tax Year$968,974CurrentTaxYearAmt
Total$3,077,003TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,077,003PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$239,929CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,102CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$203,832CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$215,616CurrentTaxYearMinus1YearAmt
Current Tax Year$230,416CurrentTaxYearAmt
Total$1,062,895TotalAmt
FieldValueIRS element (for citing)
Total Support$4,139,898TotalSupportAmt
Public Support CY1700.74330PublicSupportCY170Pct
Public Support PY1700.71730PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:FormAndLineReferenceDesc
ExplanationDESCRIPTION: SETTLEMENT OF LEGAL CLAIMS DATE: 11/01/16 AMOUNT: 4652684.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,431,141BeginningYearBalanceAmt
Contributions$4,954,593ContributionsAmt
Investment Earnings Or Losses$274,119InvestmentEarningsOrLossesAmt
Other Expenditures$197,327OtherExpendituresAmt
End Year Balance$9,462,526EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,418,870BeginningYearBalanceAmt
Contributions$207,611ContributionsAmt
Investment Earnings Or Losses-$29,096InvestmentEarningsOrLossesAmt
Other Expenditures$166,244OtherExpendituresAmt
End Year Balance$4,431,141EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,275,372BeginningYearBalanceAmt
Investment Earnings Or Losses$230,759InvestmentEarningsOrLossesAmt
Other Expenditures$87,261OtherExpendituresAmt
End Year Balance$4,418,870EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,766,378BeginningYearBalanceAmt
Investment Earnings Or Losses$686,638InvestmentEarningsOrLossesAmt
Other Expenditures$177,644OtherExpendituresAmt
End Year Balance$4,275,372EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,681,032BeginningYearBalanceAmt
Investment Earnings Or Losses$436,521InvestmentEarningsOrLossesAmt
Other Expenditures$351,175OtherExpendituresAmt
End Year Balance$3,766,378EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.13270PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.86730TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$132,271OtherCostOrOtherBasisAmt
Depreciation$118,646DepreciationAmt
Book Value$13,625BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,625TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$6,257,909TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$425,291NetUnrealizedGainsInvstAmt
Revenue Not Reported$425,291RevenueNotReportedAmt
Revenue Subtotal$5,832,618RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,832,618TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,016,490TotExpnsEtcAuditedFinclStmtAmt
Prior Year Adjustments-$140,033PriorYearAdjustmentsAmt
Expenses Not Reported-$140,033ExpensesNotReportedAmt
Expenses Subtotal$1,156,523ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,156,523TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationUNDER 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.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MARIE DETTY YOUTH & FAMILY SERVICES
P O BOX 408LAWTONOK73502731118322501(C)(3)$15,000COURT ADVOCATE FOR COMANCHE COUNTY.
TEEN COURT INC
P O BOX 1971LAWTONOK73501731383186501(C)(3)$25,000CHILDREN'S LEGAL SERVICES/LAW-RELATED EDUCATION PROGRAM FOR FIRST OFFENDERS.
FAMILY & CHILDREN'S SERVICES INC
650 S PEORIA AVETULSAOK74120730580270501(C)(3)$7,000SUPPORT FOR THE TULSA COUNTY FAMILY COURT PROGRAM.
CENTER FOR CHILDREN & FAMILIES
210 SOUTH COCKRELNORMANOK73071730933253501(C)(3)$15,000GENERAL SUPPORT FOR THE DIVORCE VISITATION AND ARBITRATION PROGRAM WHICH PROVIDES COURT ORDERED PARENT EDUCATION AND SUPPORT.
LEGAL AID SERVICES OF OKLAHOMA INC
2915 N CLASSEN BLVDOKLAHOMA CITYOK73106731022203501(C)(3)$85,000SUPPORT TO ACCESS OF CIVIL LEGAL SERVICES FOR LOW-INCOME AND ELDERLY OKLAHOMANS THROUGH OKLAHOMA'S 77 COUNTIES.
OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL
PO BOX 53036OKLAHOMA CITYOK73152730618833501(C)(3)$50,000TO MAINTAIN THE OKLAHOMA MOCK HIGHSCHOOL TRIAL PROGRAM.
COMMUNITY CRISIS CENTER INC
118 A STREET SCMIAMIOK74354731115656501(C)(3)$5,000COURT ADVOCATE FOR OTTAWA COUNTY.
TU LAW SCHOOL- IMMIGRANT RIGHTS PROJECT
800 S TUCKER DRIVETULSAOK74104730579298501(C)(3)$8,265FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING.
TULSA LAWYERS FOR CHILDREN
PO BOX 2254TULSAOK74101731593275501(C)(3)$36,955DEPRIVED, ABUSED AND NEGLECTED CHILDREN'S LEGAL AID SERVICES.
OKLAHOMA LAWYERS FOR CHILDREN
800 N HARVEYOKLAHOMA CITYOK73102731542815501(C)(3)$54,455DEPRIVED, ABUSED AND NEGLECTED CHILDREN'S LEGAL AID SERVICES.
DOMESTIC VIOLENCE INTERVENTION SERVICES
4300 S HARVARD AVE STE 100TULSAOK74135731028332501(C)(3)$20,000CIVIL LEGAL AID SERVICES TO LOW-INCOME SURVIVORS OF DOMESTIC VIOLENCE.
OCU SCHOOL OF LAW AMERICAN INDIAN WILLIS CLINIC
800 N HARVEY SUITE 230OKLAHOMA CITYOK73103730579265501(C)(3)$30,000SUPPORT FOR THE AMERICAN INDIAN WILLIS CLINIC AT OCU SCHOOL OF LAW.
YOUTH SERVICES OF TULSA BROKEN ARROW YOUTH COURT
311 S MADISON AVEBOISE CITYOK74120730785251501(C)(3)$10,000SUPPORT OF THE YOUTH COURT PROGRAM.
THE CARE CENTER
1403 N ASHTON PLACEOKLAHOMA CITYOK73117731393193501(C)(3)$10,000FUNDING FOR FORENSIC INTERVIEWS OF CHILDREN WHO ARE INVOLVED IN ACTIVE ABUSE CASES, TO BE PROVIDED IN SAFE AND CHILD-FRIENDLY ENVIRONMENT. AMOUNT REQUESTED IS TO PARTIALLY FUND THE SALARY OF ONE FORENSIC INTERVIEWER.
OKLAHOMA FAMILY LEGAL ADVOCATES INC
PO BOX 542JENKSOK74037811180048501(C)(3)$10,000REQUESTING FUNDS TO HELP WITH ADMINISTRATIVE AND START-UP COSTS FOR NEW PROGRAM TO REDUCE NUMBER OF CHILDREN IN FOSTER CARE BY PROVIDING FREE OR LOW-COST LEGAL AND SOCIAL SUPPORT SERVICES FOR FAMILIES INVOLVED IN THE OKLAHOMA CHILD WELFARE SYSTEM, AND TO ULTIMATELY PREVENT OR END THE NEED FOR FOSTER CARE.
YWCA TULSA
420 SOUTH MAIN STE 200TULSAOK74103730579269501(C)(3)$10,000FUNDING TO HELP PROVIDE FREE AND REDUCED-RATE LEGAL SERVICES TO IMMIGRANT AND REFUGEE POPULATION.
OKLAHOMA GUARDIAN AD LITEM INSTITUTE
228 ROBERT S KERR AVENUE SUITE 715OKLAHOMA CITYOK73102812175628501(C)(3)$10,000REQUESTING STARTUP FUNDS FOR NEW NONPROFIT ORGANIZATION TO PROVIDE GUARDIAN AD LITEM SERVICES FOR CHILDREN IN LOW INCOME FAMILIES IN CHILD CUSTODY AND VISITATION LITIGATION IN FAMILY COURTS, AND TRAINING, EDUCATION AND RESOURCES FOR ALL GUARDIANS AD LITEM AND OTHER COURT EXPERTS DEALING WITH CHILDREN IN FAMILY COURTS.
CANADIAN COUNTY CASA INC
7905 E HIGHWAY 66EL RENOOK73036470855453501(C)(3)$15,000FUNDS TO PAY THE FULL SALARY OF THE VOLUNTEER COORDINATOR. THE REMAINING $4,000 OF THE REQUEST WOULD BE OTHER PROGRAM-RELATED COSTS, SUCH AS PRINTING COSTS, BACKGROUND CHECKS AND RECRUITING EFFORTS.
YMCA OF GREATER OKC
500 N BROADWAY AVEOKLAHOMA CITYOK73102730579270501(C)(3)$5,500CONTINUED FUNDING OF YOUTH MODEL LEGISLATIVE DAY AT CAPITOL; NATIONAL JUDICIAL COMPETITION IN CONJUNCTION W/ABA FOR STUDENT SCHOLARSHIPS; RECRUITMENT OF NEW SCHOOL PARTICIPANTS
FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS
431 WEST MAIN STREET SUITE EOKLAHOMA CITYOK73102731222182501(C)(3)$7,500GENERAL SUPPORT FOR ACADEMY OF LAW AND PUBLIC SAFETY AT DOUGLASS HIGH SCHOOL IN NORTHEAST OKLAHOMA CITY. THE CAREER ACADEMY PROVIDES A SPECIALIZED ACADEMIC AND WORK-BASED LEARNING PROGRAM FOR STUDENTS WHO WANT TO PURSUE A CAREER IN LAW OR PUBLIC SAFETY, INCLUDING COURSES IN PRE-LAW AND CRIMINAL JUSTICE, CLASSROOM SPEAKERS, FIELD TRIPS, A MOCK TRIAL TEAM, A PUBLIC SAFETY CADET PROGRAM RUN BY THE OKC POLICE AND FIRE DEPARTMENTS, AND PAID WORK-BASED LEARNING EXPERIENCES FOR STUDENTS.
JOHN MARSHALL HIGH SCHOOL FOUNDATION INC
2524 NW 114TH TERRACEOKLAHOMA CITYOK73102731543535501(C)(3)$5,000TO PROVIDE FUNDING FOR BUSINESS LAW AND LEGAL ETHICS CLASS FOR THE 2016-2017 SCHOOL YEAR
DISTRICT COURT OF PITTSBURG COUNTY
115 E CARL ALBERT PARKWAYMCALESTEROK74501115 (A)$5,890TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
DISTRICT COURT OF CHEROKEE COUNTY
213 W DELEWARE STTAHLEQUAHOK74464115 (A)$12,290TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
DISTRICT COURT OF WAGONER COUNTY
307 E CHEROKEE STREETWAGONEROK74467115 (A)$12,290TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
DISTRICT COURT OF COMANCHE COUNTY
315 SW 5TH STREET 504LAWTONOK73501115 (A)$31,500TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
DISTRICT COURT OF OKLAHOMA COUNTY
320 ROBERT S KERR AVE 409OKLAHOMA CITYOK73102115 (A)$10,300TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
DISTRICT COURT OF OKFUSKEE COUNTY
209 N 3RD STREETOKEMAHOK74859115 (A)$6,690TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
FieldValueIRS element (for citing)
Total501c3 Org21Total501c3OrgCnt
Total Other Org6TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
OBF'S MERRILL SCHOLARSHIP1$500
OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS5$12,500
OBF'S W.B. CLARK SCHOLARSHIP2$9,750
OBF'S HIERONYMUS SCHOLARSHIP1$500
OBF'S PORTA LEGAL ETHICS SCHOLARSHIP1$500
OBF'S CHAPMAN-ROGERS SCHOLARSHIP5$20,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ALL MEMBERS IN GOOD STANDING OF THE OKLAHOMA BAR ASSOCIATION ARE CONSIDERED REGULAR MEMBERS OF THE OKLAHOMA BAR FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7AANY GROUP OF TWENTY-FIVE OR MORE MEMBERS OF THE OBF'S FELLOWS PROGRAM MAY TIMELY NOMINATE A FOUNDATION MEMBER TO THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CANNUAL 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 15THE 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 THESE ORGANIZATIONS COMPILE SIMILAR NONPROFIT DATA ON SIMILAR POSITIONS PERFORMING THE SAME TYPES OF CHARITABLE WORK.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, THESE DOCUMENTS MAY BE ACCESSIBLE THROUGH MAILINGS AND ANNUAL REPORT BROCHURES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA BAR ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 N LINCOLN BOULEVARDAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73105ZIPCd
FieldValueIRS element (for citing)
EIN730618833EIN
Primary ActivitiesINSTRUMENTALITY OF THE STATEPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section115(A)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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