2016-11-14T15:07:14-06:00 2015-12-31 731413977 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2015-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 MILLIE OTEY PRESIDENT ELECT 4054167070 2016-11-02 1 W LYNDEL LACKEY P00234298 4058482020 2016-11-02 2015 2017-02-10 21:41:12Z MILLIE OTEY 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 6875931 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. 24 24 4 26 0 0 570311 555314 0 0 2026678 490616 0 0 2596989 1045930 497688 424784 0 0 181588 244137 0 0 0 148035 174020 827311 842941 1769678 202989 11359100 10847730 633849 488645 10725251 10359085 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 310266 310266 GRANT AWARDS-GRANTS WERE PROVIDED TO 13 CHARITABLE ORGANIZATIONS TO ADVANCEEDUCATION, CITIZENSHIP, AND JUSTICE FOR ALL, INCLUDING FREE ADVOCACY AND LEGAL SERVICES FOR CHILDREN, DOMESTIC VIOLENCE VICTIMS, NEEDY CITIZENS, THE ELDERLY AND VULNERABLE ADULTS AND LAW-RELATED EDUCATIONAL PROGRAMS FOR SCHOOL CHILDREN TEACHING RIGHTS AND RESPONSIBILITIES AS MORE PARTICIPATING CITIZENS. IT IS ESTIMATED THAT SOME 85,000 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES. 35000 35000 OBF SCHOLARSHIPS & AWARDS-EDUCATIONAL GRANTS WERE PROVIDED TO VARIOUS EDUCATIONAL INSTITUTIONS,ORGANIZATIONS, AND INDIVIDUAL LAW SCHOLARS IN AN EFFORT TO ADVANCE JUSTICE THROUGHOUT THE STATE. 79518 79518 OBF COURT ACCESS TO JUSTICE GRANTS-COURT GRANTS WERE PROVIDED TO VARIOUS DISTRICT COURTS IN AN EFFORT TOOBTAIN COURTROOM EQUIPMENT AND OTHER ITEMS COURT SYSTEMS OTHERWISEWOULD NOT BE ABLE TO OBTAIN THROUGH OTHER MEANS IN ORDER TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 424784 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 24 24 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 DIETMAR K CAUDLE PAST PRESIDENT 4.00 X X 0 0 0 JACK L BROWN PRESIDENT 8.00 X X 0 0 0 MILLIE E OTEY PRESIDENT ELECT 8.00 X X 0 0 0 KEVIN R DONELSON VICE PRESIDENT 8.00 X X 0 0 0 ALAN SOUTER SECRETARY/TREASURER 8.00 X X 0 0 0 STEVEN BARGHOLS TRUSTEE 1.00 X 0 0 0 A GABRIEL BASS TRUSTEE 1.00 X 0 0 0 STEPHEN D BEAM TRUSTEE 1.00 X 0 0 0 TANYA S BRYANT TRUSTEE 1.00 X 0 0 0 BRETT D CABLE TRUSTEE 1.00 X 0 0 0 JENNIFER M CASTILLO TRUSTEE 1.00 X 0 0 0 GARY FARABOUGH TRUSTEE 1.00 X 0 0 0 GARVIN ISAACS TRUSTEE 1.00 X 0 0 0 DEANNA HARTLEY-KELSO TRUSTEE 1.00 X 0 0 0 AMBER PECKIO GARRETT TRUSTEE 1.00 X 0 0 0 BRANDON P LONG TRUSTEE 1.00 X 0 0 0 G PATRICK O'HARA JR TRUSTEE 1.00 X 0 0 0 BRIANA J ROSS TRUSTEE 1.00 X 0 0 0 DAVID POARCH TRUSTEE 1.00 X 0 0 0 KARA I SMITH TRUSTEE 1.00 X 0 0 0 BRETT SMITH TRUSTEE 1.00 X 0 0 0 MICHAEL TORRONE TRUSTEE 1.00 X 0 0 0 JEFFERY D TREVILLION JR TRUSTEE 1.00 X 0 0 0 JOSEPH VORNDRAN TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 103931 451383 555314 215616 215616 6105001 5830001 275000 275000 275000 1045930 0 0 490616 389784 389784 35000 35000 181156 181156 15211 15211 34264 34264 13506 13506 24100 24100 35787 35787 47171 47171 7702 7702 9349 9349 3975 3975 8153 8153 24796 24796 6699 6699 STORAGE EXPENSE 1634 1634 CERTIFICATES AND PLAQUE 1431 1431 DUES, SUBSCRIPTIONS AND 1346 1346 DEVELOPMENT PLAN EXPENS 826 826 1051 1051 842941 424784 418157 0 104727 53879 114164 166002 8000 132271 118646 9204 13625 11120766 10596254 10239 9970 11359100 10847730 18500 35846 615349 452799 633849 488645 X 6306382 5927944 3162869 3175141 1256000 1256000 10725251 10359085 11359100 10847730 202989 -569155 0 X 0 1 X 1 0 X 590128 512165 470239 570311 555314 2698157 590128 512165 470239 570311 555314 2698157 2698157 230650 239929 173102 203832 215616 1063129 3761286 0.71730 0.71570 X 4418870 207611 -29096 166244 4431141 4275372 230759 87261 4418870 3766378 686638 177644 4275372 3681032 436521 351175 3766378 3886227 -4568 200627 3681032 0.28340 0.71660 1 0 132271 118646 13625 13625 476775 -569155 -569155 1045930 0 1045930 842941 0 842941 0 842941 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) 12000 COURT ADVOCATE FOR COMANCHE COUNTY. TEEN COURT INC P O BOX 1971 LAWTON OK 73501 731383186 501(C)(3) 17500 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) 10000 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- IMMIGRANTS RIGHTS PROJECT 800 S TUCKER DRIVE TULSA OK 74104 730579298 501(C)(3) 6766 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) 27500 DEPRIVED, ABUSED AND NEGLECTED CHILDREN'S LEGAL AID SERVICES. OKLAHOMA LAWYERS FOR CHILDREN 800 N HARVEY OKLAHOMA CITY OK 73102 731542815 501(C)(3) 42500 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) 12000 CIVIL LEGAL AID SERVICES TO LOW-INCOME SURVIVORS OF DOMESTIC VIOLENCE. OCU SCHOOL OF LAW AMERICAN INDIAN WILLS CLINIC 800 N HARVEY SUITE 230 OKLAHOMA CITY OK 73103 730579265 501(C)(3) 18000 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) 7500 SUPPORT OF THE YOUTH COURT PROGRAM. DISTRICT COURT OF COTTON COUNTY 212 N WEIGLE ST WATONGA OK 73772 115 (A) 5245 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF PITTSBURG COUNTY 115 E CARL ALBERT PARKWAY MCALESTER OK 74501 115 (A) 5820 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF MUSKOGEE COUNTY 302 E MAIN ST SAYRE OK 73662 115 (A) 5525 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF ROGER MILLS COUNTY PO BOX D ARAPAHO OK 73620 115 (A) 14110 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF HARPER COUNTY PO BOX 347 BUFFALO OK 73834 115 (A) 21145 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF TULSA COUNTY 500 S DENVER AVE TULSA OK 74103 115 (A) 11045 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF SEMINOLE COUNTY 200 N BROADWAY ST HOLDENVILLE OK 74848 115 (A) 6470 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF STEPHENS COUNTY 200 S PETERS AVE NORMAN OK 73069 115 (A) 12640 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 13 8 OBF'S MERRILL SCHOLARSHIP 1 500 OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS 6 15000 OBF'S W.B. CLARK SCHOLARSHIP 1 18500 OBF'S HIERONYMUS SCHOLARSHIP 1 500 OBF'S PORTA LEGAL ETHICS SCHOLARSHIP 1 500 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 11 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 OKLAHOMA BAR ASSOCIATION - HIGH SCHOOL MOCK TRIAL PROGRAM B 50000 NORMAL GRANT VETTING PROCESS OKLAHOMA BAR ASSOCIATION P 28148 ACTUAL OUT-OF-POCKET EXPENSES