2015-11-16T09:58:53-06:00 2014-12-31 731413977 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2014-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 JACK L BROWN PRESIDENT ELECT 4054167070 2015-10-28 1 W LYNDEL LACKEY P00234298 4058482020 2014 2016-02-25 16:41:14Z DIETMAR K CAUDLE 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 12146229 0 X WWW.OKBARFOUNDATION.ORG/OBF X 1949 OK LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES, AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW AND BETTER UNDERSTANDING OF THE LAW THROUGH LAW-RELATED EDUCATION. 23 23 3 26 0 0 470239 570311 0 0 783075 2026678 0 0 1253314 2596989 491816 497688 0 0 162744 181588 0 0 1441 128933 148035 783493 827311 469821 1769678 11033843 11359100 604040 633849 10429803 10725251 LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES, AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW. 0 0 389365 389365 GRANT AWARDS-GRANTS WERE PROVIDED TO EIGHTEEN 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 67,799 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES. 22500 22500 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. 85823 85823 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. 497688 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 0 0 3 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X OKLAHOMA BAR FOUNDATION 4054167070 1901 N LINCOLN BLVD OKLAHOMA CITY OK 731054901 X DIETMAR K CAUDLE PRESIDENT 8.00 X X 0 0 0 JACK L BROWN PRESIDENT ELECT 8.00 X X 0 0 0 MILLIE E OTEY VICE PRESIDENT 8.00 X X 0 0 0 KEVIN R DONELSON SECRETARY/TREASURER 8.00 X X 0 0 0 SUSAN SHIELDS PAST PRESIDENT 4.00 X 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 GUY P CLARK TRUSTEE 1.00 X 0 0 0 VALERIE COUCH 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 STEVEN L BARGHOLS TRUSTEE 1.00 X 0 0 0 KARA I SMITH TRUSTEE 1.00 X 0 0 0 DONNA L SMITH TRUSTEE 1.00 X 0 0 0 ALAN SOUTER TRUSTEE 1.00 X 0 0 0 JEFFERY D TREVILLION JR TRUSTEE 1.00 X 0 0 0 ROY D TUCKER TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 128736 441575 570311 203832 203832 11372086 9549240 1822846 1822846 1822846 2596989 0 0 2026678 475188 475188 22500 22500 129942 129942 14665 14665 27445 27445 9536 9536 23600 23600 47404 47404 12607 12607 7342 5901 1441 12578 12578 3877 3877 740 740 12114 12114 3479 3479 5958 5958 BANK/CLIENT REIMBURSEME 6858 6858 CERTIFICATES AND PLAQUE 4204 4204 FELLOWS EVENTS 3432 3432 STORAGE EXPENSE 1634 1634 2208 2208 827311 497688 328182 1441 156516 104727 75256 114164 1800 0 127850 118646 12683 9204 10780438 11120766 7150 10239 11033843 11359100 17333 18500 586707 615349 604040 633849 X 6154432 6306382 3019371 3162869 1256000 1256000 10429803 10725251 11033843 11359100 1769678 -1474230 0 X 0 1 X 1 0 X 551306 590128 512165 470239 570311 2694149 551306 590128 512165 470239 570311 2694149 2694149 222750 230650 239929 173102 203832 1070263 3764412 0.71570 0.72960 X 4275372 230759 87261 4418870 3766378 686638 177644 4275372 3681032 436521 351175 3766378 3886227 -4568 200627 3681032 3530190 467355 111318 3886227 0.28420 0.71580 1 0 127850 118646 9204 9204 1122759 -1474230 -1474230 2596989 0 2596989 827311 0 827311 0 827311 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 NEW DIRECTIONS PROGRAM - FREE LEGAL SERVICES AND COURT ADVOCACY. 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 TULSA FAMILY COURT PROGRAM, FREE LEGAL SERVICES AND COURT ADVOCACY FOR CHILDREN. SENIOR LAW RESOURCE CENTER PO BOX 1408 OKLAHOMA CITY OK 73101 204260535 501(C)(3) 12000 FREE PUBLIC LEGAL EDUCATION AND ADVOCACY PROGRAMS AND LEGAL AID SERVICES FOR MORE SENIOR CITIZENS. CENTER FOR CHILDREN & FAMILIES E MAIN STREET NORMAN OK 73071 730933253 501(C)(3) 10000 COURT ORDERED PUBLIC EDUCATION AND AWARENESS PROGRAMS FOR CHILDREN AND FAMILIES OF DIVORCE PLUS SUPERVISED VISITATION/EXCHANGE SERVICES. LEGAL AID SERVICES OF OKLAHOMA INC 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731298893 501(C)(3) 106200 FREE CIVIL LEGAL SERVICES FOR INDIGENT OKLAHOMA CITIZENS AND THE ELDERLY. OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL PO BOX 53036 OKLAHOMA CITY OK 73152 730618833 501(C)(3) 46600 FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS. COMMUNITY CRISIS CENTER INC 118 A STREET SC MIAMI OK 74354 731115656 501(C)(3) 5000 FREE LEGAL SERVICES AND COURT ADVOCACY. UNIVERSITY OF TULSA COLLEGE OF LAW BOESCHE LEGAL CLINIC 407 S FLORENCE AVE TULSA OK 741049700 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) 25000 DEPRIVED, ABUSED AND NEGLECTED CHILDREN'S LEGAL AID SERVICES. OKLAHOMA INDIAN LEGAL SERVICES INC LOW INCOME TAX-PAYER CLINIC 4200 PERIMETER CENTER DRIVE STE 222 222 OKLAHOMA CITY OK 73112 731142462 501(C)(3) 10000 FREE TAX LEGAL AID ASSISTANCE THROUGH TO TAX COURT FOR NEEDY OKLAHOMA CITIZENS. OKLAHOMA LAWYERS FOR CHILDREN 800 N HARVEY OKLAHOMA CITY OK 73102 731542815 501(C)(3) 40000 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 FREE LEGAL AID SERVICES FOR VICTIMS OF VIOLENCE AND SEXUAL ABUSE. FAMILY SHELTER OF SOUTHERN OKLAHOMA INC PO BOX 1408 ARDMORE OK 734021408 731383235 501(C)(3) 5000 FREE LEGAL SERVICES AND COURT ADVOCACY - TULSA FAMILY COURT. OCU SCHOOL OF LAW AMERICAN INDIAN WILLS CLINIC 2501 N BLACKWELDER SARKEYS SUITE 209 OKLAHOMA CITY OK 73106 730579265 501(C)(3) 18000 PROVIDE LEGAL SERVICES AND EDUCATE THE LEGAL COMMUNITY OF COMPLEX INDIAN LAND ISSUES IN OKLAHOMA. YOUTH SERVICES OF TULSA BROKEN ARROW YOUTH COURT 311 S MADISON AVE BOISE CITY OK 74120 730785251 501(C)(3) 5000 PROVISION OF FUNDING FOR FIRST OFFENDER YOUTH COURT FOR LEGAL SERVICES PORTION OF THE PROGRAM IN BROKEN ARROW AREA. DISTRICT COURT OF BLAINE COUNTY 212 N WEIGLE ST WATONGA OK 73772 115 (A) 12000 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) 14050 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF BECKHAM COUNTY 302 E MAIN ST SAYRE OK 73662 115 (A) 13000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF CUSTER COUNTY PO BOX D ARAPAHO OK 73620 115 (A) 8300 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) 6770 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) 14600 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF HUGHES COUNTY 200 N BROADWAY ST HOLDENVILLE OK 74848 115 (A) 5675 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. DISTRICT COURT OF CLEVELAND COUNTY 200 S PETERS AVE NORMAN OK 73069 115 (A) 6300 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 16 8 OBF'S CHAPMAN-ROGERS LAW SCHOOL SCHOLARSHIPS 3 7500 OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS 5 12500 OBF'S PHILLIPS ALLEN PORT LEGACY SCHOLARSHIP 1 500 OBF'S HIERONYMUS SCHOLARSHIP 2 1000 OBF'S MR. EVAN CHAMBERS 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 ANNUALLY, CONTRIBUTING MEMBERS OF THE FELLOWS PROGRAM MAY SUBMIT A NAME FOR POSSIBLE ELECTION TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT REPORT AND FORM 990 ARE REVIEWED BY THE AUDIT COMMITTEE AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE AUDIT REPORT IS PRESENTED TO THE FULL BOARD FOR APPROVAL. THE AUDIT COMMITTEE AND/OR EXECUTIVE COMMITTEE APPROVE THE FORM 990 AND AN OFFICER SIGNS SUCH. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE STATEMENTS ARE COLLECTED WITH INSTRUCTIONS TO UPDATE INFORMATION CHANGES AND MEMBERS RECUSE FROM THE ANNUAL GRANT VOTE IN ACCORDANCE WITH THE CONFLICT OF INTEREST STATEMENT. 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 46600 NORMAL GRANT VETTING PROCESS OKLAHOMA BAR ASSOCIATION P 14159 ACTUAL OUT-OF-POCKET EXPENSES