2014-11-17T15:33:36-06:00 2013-12-31 731413977 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2013-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 DIETMAR K CAUDLE PRESIDENT ELECT 4054167070 2014-11-10 1 W LYNDEL LACKEY P00234298 4058482020 2013 2015-11-30 17:44:51Z DIETMAR K CAUDLE 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 3085833 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 512165 470239 0 0 460247 783075 0 0 972412 1253314 456749 491816 0 0 164091 162744 0 0 0 157413 128933 778253 783493 194159 469821 9718715 11033843 593197 604040 9125518 10429803 LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES, AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW. 0 0 358141 358141 GRANT AWARDS--GRANTS WERE PROVIDED TO SEVENTEEN CHARITABLE ORGANIZATIONS TO ADVANCEEDUCATION, CITIZENSHIP, AND JUSTICE FOR ALL, INDLUDING 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. 44800 44800 OBF SCHOLARSHIPS & AWARDS--EDUCATIONAL GRANTS WERE PROVIDED TO VARIOUS EDUCATIONAL INSTITUTIONS,ORGANIZATIONS, AND INDIVIDUAL LAW SCHOLARS IN AN EFFORT TO ADVANCEEDUCATION, CITIZENSHIP, AND JUSTICE FOR ALL TO BE ABLE TO CONTINUE TOPROVIDE QUALIFIED LEGAL REPRESENTATION FOR FUTURE GENERATIONS. 88875 88875 OBF COURT ACCESS TO JUSTICE GRANTS--COURT GRANTS WERE PROVIDED TO VARIOUS DISTRICT COURTS IN AN EFFORT TO OBTAIN COURTROOM EQUIPMENT AND OTHER ITEMS COURT SYSTEMS OTHERWISEWOULD NOT BE ABLE TO OBTAIN THROUGH OTHER MEANS TO HELP IMPROVE ACCESSTO JUSTICE FOR ALL OKLAHOMA CITIZENS. 491816 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 NANCY NORSWORTHY OKLAHOMA BAR FOUN 4054167070 1901 N LINCOLN BLVD OKLAHOMA CITY OK 731054901 X SUSAN SHIELDS PRESIDENT 8.00 X X 0 0 0 DIETMAR K CAUDLE PRESIDENT ELECT 8.00 X X 0 0 0 JACK L BROWN VICE PRESIDENT 8.00 X X 0 0 0 MILLIE E OTEY SECRETARY/TREASURER 8.00 X X 0 0 0 SHON T ERWIN 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 JACK S DAWSON TRUSTEE 1.00 X 0 0 0 KEVIN R DONELSON TRUSTEE 1.00 X 0 0 0 BRANDON P LONG TRUSTEE 1.00 X 0 0 0 MICHAEL C MORDY TRUSTEE 1.00 X 0 0 0 BRIANA J ROSS TRUSTEE 1.00 X 0 0 0 DENNIS A SMITH 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 112712 357527 470239 173102 173102 2442492 1832519 609973 609973 609973 1253314 0 0 783075 447016 447016 44800 44800 114914 114914 13654 13654 25418 25418 8758 8758 23600 23600 43111 43111 1513 1513 4817 4817 10380 10380 2362 2362 764 764 9974 9974 17374 17374 5605 5605 FELLOWS EVENTS 3100 3100 CERTIFICATES AND PLAQUE 2874 2874 STORAGE EXPENSE 1633 1633 BANK/CLIENT REIMBURSEME 729 729 1097 1097 783493 491816 291677 0 179739 156516 62247 75256 0 1800 127850 115167 24541 12683 9441534 10780438 10654 7150 9718715 11033843 12838 17333 580359 586707 593197 604040 X 5330859 6154432 2538659 3019371 1256000 1256000 9125518 10429803 9718715 11033843 469821 834464 0 X 0 1 X 1 0 X 792523 551306 590128 512165 470239 2916361 792523 551306 590128 512165 470239 2916361 2916361 214358 222750 230650 239929 173102 1080789 3997150 0.72960 0.80210 X 3766378 686638 177644 4275372 3681032 436521 351175 3766378 3886227 -4568 200627 3681032 3530190 467355 111318 3886227 2932614 649608 52032 3530190 0.29380 0.70620 1 0 127850 115167 12683 12683 2087778 834464 834464 1253314 0 1253314 783493 0 783493 0 783493 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 TULSA LAWYERS FOR CHILDREN INC P O BOX 2254 TULSA OK 741012254 731593275 501(C)(3) 25000 DEPRIVED, ABUSED & NEGLECTED CHILDREN'S LEGAL AID SERVICES. SENIOR LAW RESOURCE CENTER EDUCATIONAL OUTREACH PROGRAM P O BOX 1408 OKLAHOMA CITY OK 731011408 204260535 501(C)(3) 10000 FREE PUBLIC LEGAL EDUCATION & ADVOCACY PROGRAMS & LEGAL AID SERVICES FOR MORE SENIOR CITIZENS. OKLAHOMA INDIAN LEGAL SERVICES INC LOW INCOME TAX-PAYER CLINIC 4200 PERIMETER CENTER DR STE 222 OKLAHOMA CITY OK 731122310 731142462 509(A) 5000 FREE TAX LEGAL AID ASSISTANCE THROUGH TO TAX COURT FOR NEEDY OKLAHOMA CITIZENS. TEEN COURT INC COMANCHE COUNTY P O BOX 1971 LAWTON OK 735011971 731383186 501(C)(3) 12500 CHILDREN'S LEGAL AID/LAW-RELATED EDUCATION PROGRAM FOR FIRST OFFENDERS. OKLAHOMA LAWYERS FOR CHILDREN INC 100 N BROADWAY AVE OKLAHOMA CITY OK 73102 731542815 501(C)(3) 40000 DEPRIVED, ABUSED & NEGLECTED CHILDREN'S LEGAL AID SERVICES. DOMESTIC VIOLENCE INTERVENTION SERVICESCALL RAPE INC OF TULSA 4300 S HARVARD AVE STE 100 TULSA OK 741352608 731028332 501(C)(3) 11000 FREE LEGAL AID SERVICES FOR VICTIMS OF VIOLENCE AND SEXUAL ABUSE. MARIE DETTY YOUTH & FAMILY SERVICES CENTER NEW DIRECTIONS PROGRAM P O POX 408 LAWTON OK 735020408 731118322 501(C)(3) 12000 FREE LEGAL SERVICES & COURT ADVOCACY. CENTER FOR CHILDREN & FAMILIES DIVORCE VISITATION ARBITRATION PROGRAM INC 1151 E MAIN STREET NORMAN OK 73071 730933253 501(C)(3) 10000 COURT ORDERED PUBLIC EDUCATION & 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) 160000 FREE CIVIL LEGAL SERVICES FOR INDIGENT OKLAHOMA CITIZENS AND THE ELDERLY. OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL P O BOX 53036 OKLAHOMA CITY OK 731523036 730618833 115(A) 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 & COURT ADVOCACY. OKLAHOMA CASA ASSOCIATION INC P O BOX 5496 OKLAHOMA CITY OK 73154 731333538 501(C)(3) 1200 FREE MANDATORY LEGAL TRAINING FOR CASA VOLUNTEERS TO CONTINUE TO SERVE ABUSED CHILDREN. FAMILY & CHILDREN'S SERVICES INC 650 S PEORIA AVE TULSA OK 74120 730580270 501(C)(3) 4000 FREE LEGAL SERVICES & COURT ADVOCACY TULSA FAMILY COURT. UNIVERSITY OF TULSA COLLEGE OF LAW BOESCHE LEGAL CLINIC 407 SOUTH FLORENCE AVENUE TULSA OK 74104 730579298 501(C)(3) 4000 FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING. WLM W BARNES CHILDREN'S ADVOCACY CENTER INC PO BOX 1889 CLAREMORE OK 74018 731603683 501(C)(3) 4000 CHILD ABUSE LEGAL RECOGNITION, RESPONSE & REPORTING EDUCATIONAL PROGRAM. YMCA OF GREATER OKLAHOMA CITY INC YOUTH IN GOVERNMENT PROGRAM 500 N BROADWAY SUITE 500 OKLAHOMA CITY OK 73102 730579270 501(C)(3) 3600 FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS. FAMILY SHELTER OF SOUTHERN OKLAHOMA INC 117 B STREET SW ARDMORE OK 73401 731383235 501(C)(3) 3000 FREE LEGAL SERVICES & COURT ADVOCACY. CIMARRON COUNTY DISTRICT COURT PO BOX 788 BOISE CITY OK 73933 115 (A) 6766 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. BEAVER COUNTY DISTRICT COURT PO BOX 237 BEAVER OK 73932 115(A) 13531 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. CADDO COUNTY DISTRICT COURT PO BOX 10 ANADARKO OK 73005 115(A) 8656 TECHNOLOGY EQUIPMENT/FURNITURE TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. COMANCHE COUNTY DISTRICT COURT 301 N BROADWAY WALTERS OK 73572 115(A) 5197 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. JACKSON COUNTY DISTRICT COURT 101 N MAIN RM 303 ALTUS OK 73521 115(A) 4889 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. JEFFERSON COUNTY DISTRICT COURT 220 N MAIN STREET WAURIKA OK 73573 115(A) 5197 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. KAY COUNTY DISTRICT COURT 201 S MAIN STREET NEWKIRK OK 74647 115(A) 2755 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. NOWATA COUNTY DISTRICT COURT 229 MAPLE STREET NOWATA OK 74048 115(A) 9200 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. OKLAHOMA COUNTY DISTRICT COURT 321 PARK AVENUE RM 247 OKLAHOMA CITY OK 73102 115(A) 7415 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. PONTOTOC COUNTY DISTRICT COURT 120 W 13TH STREET ADA OK 74820 115(A) 5965 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. MCCURTAIN COUNTY DISTRICT COURT 108 N CENTRAL IDABEL OK 74745 115(A) 8222 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. ROGERS COUNTY DISTRICT COURT 200 S LYNN RIGGS BLVD CLAREMORE OK 74017 115(A) 7000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. WASHINGTON COUNTY DISTRICT COURT 400 S JOHNSTONE AVENUE BARTLESVILLE OK 74003 115(A) 5323 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 15 15 OBF'S CHAPMAN-ROGERS LAW SCHOOL SCHOLARSHIPS 2 5000 OBF'S MARURICE H. MERRILL MEMORIAL SCHOLARSHIP 1 500 OBF'S W.B. CLARK MEMORIAL SCHOOL SCHOLARSHIPS 2 16800 OBF'S FELLOWS LAW SCHOOL SCHOLARSHIPS 6 22500 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) THE 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) THE POTENTIAL OF MATCHING GRANT FUNDS FROM ANOTHER SOURCE; 6) THE BENEFITS THAT WILL BE DERIVED FROM THE PROJECT OR PROGRAM BY THE STATE, COUNTY OR SERVICE AREA; AND 7) NON-DUPLICATIVE SERVICES. THE GRANTS & 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 & 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. 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 AVAILABLE, 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 34322 ACTUAL OUT-OF-POCKET EXPENSES