2017-11-15T11:48:49-06:00 2016-12-31 731413977 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2016-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 MILLIE OTEY PRESIDENT 4054167070 2017-11-14 1 W LYNDEL LACKEY P00234298 4058482020 2017-11-14 24.249.102.217 2017-11-14 14:48:52 CS P DC69956B82899D452B04A876CA8590EA624B8F12 2C4F9CAEBFDF971FF7F00391351AF1164FB5E040 2016 2017-02-10 21:41:12Z MILLIE OTEY 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 15110776 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 555314 968872 0 0 490616 211062 0 4652684 1045930 5832618 424784 587759 0 0 244137 246738 0 0 0 174020 322026 842941 1156523 202989 4676095 10847730 15662364 488645 61860 10359085 15600504 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 102334 102334 OBF 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. 436675 436675 OBF 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. 43750 43750 OBF 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. 5000 5000 OBF 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. 47870 70TH ANNIVERSIARY EVENT - EVENT TO THANK THE MEMBERS 52870 5000 635629 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 4 1 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 N LINCOLN BLVD OKLAHOMA CITY OK 731054901 X JACK L BROWN PAST PRESIDENT 4.00 X X 0 0 0 MILLIE E OTEY PRESIDENT 8.00 X X 0 0 0 KEVIN R DONELSON PRESIDENT ELECT 8.00 X X 0 0 0 ALAN SOUTER VICE PRESIDENT 8.00 X X 0 0 0 JENNIFER M CASTILLO SECRETARY/TREASURER 8.00 X X 0 0 0 MOLLY A ASPAN TRUSTEE 1.00 X 0 0 0 STEVEN L BARGHOLS TRUSTEE 1.00 X 0 0 0 A GABRIEL BASS TRUSTEE 1.00 X 0 0 0 MARTHA T CORDELL 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 RODNEY ROD K HUNSINGER II TRUSTEE 1.00 X 0 0 0 ALLEN L HUTSON TRUSTEE 1.00 X 0 0 0 GARVIN ISAACS JR TRUSTEE 1.00 X 0 0 0 PAUL KLUVER TRUSTEE 1.00 X 0 0 0 JACK DE MCCARTY TRUSTEE 1.00 X 0 0 0 O CHRIS MEYERS II TRUSTEE 1.00 X 0 0 0 BRIANA J ROSS TRUSTEE 1.00 X 0 0 0 BRET ALLAN SMITH TRUSTEE 1.00 X 0 0 0 KARA I SMITH TRUSTEE 1.00 X 0 0 0 LINDA S THOMAS TRUSTEE 1.00 X 0 0 0 JEFFERY D TREVILLION JR TRUSTEE 1.00 X 0 0 0 MICHAEL T TORRONE JR TRUSTEE 1.00 X 0 0 0 JOHN MORRIS WILLIAMS TRUSTEE 1.00 X 0 0 0 G PATRICK O'HARA JR GRANTS & AWARDS CHAIR 1.00 X 0 0 0 MICHAEL HOGAN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 147818 821054 968872 230416 230416 9258804 9278158 -19354 -19354 -19354 SETTLEMENT OF LEGAL CLAIMS 900099 4652684 4652684 4652684 5832618 4652684 0 211062 544009 544009 43750 43750 180686 180686 16978 16978 35934 35934 13140 13140 27260 27260 53061 53061 79435 79435 12258 12258 24420 24420 3727 3727 16667 16667 31297 31297 10119 10119 EVENT EXPENSE 47870 47870 DUES, SUBSCRIPTIONS AND 4417 4417 FELLOW RECRUITMENT 3797 3797 CERTIFICATES AND PLAQUE 3712 3712 3986 3986 1156523 635629 520894 0 53879 44884 166002 260062 8000 8000 132271 118646 13625 13625 10596254 15327027 9970 8766 10847730 15662364 35846 44360 452799 17500 488645 61860 X 5927944 6137978 3175141 8206526 1256000 1256000 10359085 15600504 10847730 15662364 4676095 425291 140033 0 X 0 1 X 1 0 X 512165 470239 570311 555314 968974 3077003 512165 470239 570311 555314 968974 3077003 3077003 239929 173102 203832 215616 230416 1062895 4139898 0.74330 0.71730 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: SETTLEMENT OF LEGAL CLAIMS DATE: 11/01/16 AMOUNT: 4652684. 4431141 4954593 274119 197327 9462526 4418870 207611 -29096 166244 4431141 4275372 230759 87261 4418870 3766378 686638 177644 4275372 3681032 436521 351175 3766378 0.13270 0.86730 1 0 132271 118646 13625 13625 6257909 425291 425291 5832618 0 5832618 1016490 -140033 -140033 1156523 0 1156523 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 MARIE DETTY YOUTH & FAMILY SERVICES P O BOX 408 LAWTON OK 73502 731118322 501(C)(3) 15000 COURT ADVOCATE FOR COMANCHE COUNTY. TEEN COURT INC P O BOX 1971 LAWTON OK 73501 731383186 501(C)(3) 25000 CHILDREN'S LEGAL SERVICES/LAW-RELATED EDUCATION PROGRAM FOR FIRST OFFENDERS. FAMILY & CHILDREN'S SERVICES INC 650 S PEORIA AVE TULSA OK 74120 730580270 501(C)(3) 7000 SUPPORT FOR THE TULSA COUNTY FAMILY COURT PROGRAM. CENTER FOR CHILDREN & FAMILIES 210 SOUTH COCKREL NORMAN OK 73071 730933253 501(C)(3) 15000 GENERAL 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 BLVD OKLAHOMA CITY OK 73106 731022203 501(C)(3) 85000 SUPPORT 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 53036 OKLAHOMA CITY OK 73152 730618833 501(C)(3) 50000 TO MAINTAIN THE OKLAHOMA MOCK HIGHSCHOOL TRIAL PROGRAM. COMMUNITY CRISIS CENTER INC 118 A STREET SC MIAMI OK 74354 731115656 501(C)(3) 5000 COURT ADVOCATE FOR OTTAWA COUNTY. TU LAW SCHOOL- IMMIGRANT RIGHTS PROJECT 800 S TUCKER DRIVE TULSA OK 74104 730579298 501(C)(3) 8265 FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING. TULSA LAWYERS FOR CHILDREN PO BOX 2254 TULSA OK 74101 731593275 501(C)(3) 36955 DEPRIVED, ABUSED AND NEGLECTED CHILDREN'S LEGAL AID SERVICES. OKLAHOMA LAWYERS FOR CHILDREN 800 N HARVEY OKLAHOMA CITY OK 73102 731542815 501(C)(3) 54455 DEPRIVED, ABUSED AND NEGLECTED CHILDREN'S LEGAL AID SERVICES. DOMESTIC VIOLENCE INTERVENTION SERVICES 4300 S HARVARD AVE STE 100 TULSA OK 74135 731028332 501(C)(3) 20000 CIVIL LEGAL AID SERVICES TO LOW-INCOME SURVIVORS OF DOMESTIC VIOLENCE. OCU SCHOOL OF LAW AMERICAN INDIAN WILLIS CLINIC 800 N HARVEY SUITE 230 OKLAHOMA CITY OK 73103 730579265 501(C)(3) 30000 SUPPORT FOR THE AMERICAN INDIAN WILLIS CLINIC AT OCU SCHOOL OF LAW. YOUTH SERVICES OF TULSA BROKEN ARROW YOUTH COURT 311 S MADISON AVE BOISE CITY OK 74120 730785251 501(C)(3) 10000 SUPPORT OF THE YOUTH COURT PROGRAM. THE CARE CENTER 1403 N ASHTON PLACE OKLAHOMA CITY OK 73117 731393193 501(C)(3) 10000 FUNDING 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 542 JENKS OK 74037 811180048 501(C)(3) 10000 REQUESTING 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 200 TULSA OK 74103 730579269 501(C)(3) 10000 FUNDING 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 715 OKLAHOMA CITY OK 73102 812175628 501(C)(3) 10000 REQUESTING 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 66 EL RENO OK 73036 470855453 501(C)(3) 15000 FUNDS 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 AVE OKLAHOMA CITY OK 73102 730579270 501(C)(3) 5500 CONTINUED 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 E OKLAHOMA CITY OK 73102 731222182 501(C)(3) 7500 GENERAL 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 TERRACE OKLAHOMA CITY OK 73102 731543535 501(C)(3) 5000 TO PROVIDE FUNDING FOR BUSINESS LAW AND LEGAL ETHICS CLASS FOR THE 2016-2017 SCHOOL YEAR DISTRICT COURT OF PITTSBURG COUNTY 115 E CARL ALBERT PARKWAY MCALESTER OK 74501 115 (A) 5890 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF CHEROKEE COUNTY 213 W DELEWARE ST TAHLEQUAH OK 74464 115 (A) 12290 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF WAGONER COUNTY 307 E CHEROKEE STREET WAGONER OK 74467 115 (A) 12290 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF COMANCHE COUNTY 315 SW 5TH STREET 504 LAWTON OK 73501 115 (A) 31500 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF OKLAHOMA COUNTY 320 ROBERT S KERR AVE 409 OKLAHOMA CITY OK 73102 115 (A) 10300 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF OKFUSKEE COUNTY 209 N 3RD STREET OKEMAH OK 74859 115 (A) 6690 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 21 6 OBF'S MERRILL SCHOLARSHIP 1 500 OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS 5 12500 OBF'S W.B. CLARK SCHOLARSHIP 2 9750 OBF'S HIERONYMUS SCHOLARSHIP 1 500 OBF'S PORTA LEGAL ETHICS SCHOLARSHIP 1 500 OBF'S CHAPMAN-ROGERS SCHOLARSHIP 5 20000 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. FORM 990, PART VI, SECTION A, LINE 6 ALL 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 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. 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 THESE 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, 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. OKLAHOMA BAR ASSOCIATION 1901 N LINCOLN BOULEVARD OKLAHOMA CITY OK 73105 730618833 INSTRUMENTALITY OF THE STATE OK 115(A) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0