OKLAHOMA BAR FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA BAR FOUNDATION INC (EIN 73-0710244)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-14
IRS object ID
201203199349305970
Schema version
2011v1.2
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)
Timestamp2012-11-14T15:58:22-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN731413977EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line111600 BROADWAY EXTENSION SUITE 300AddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code73114ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN730710244EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA BAR FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOKLANameControl
Phone4054167070Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 NORTH LINCOLN BOULEVARDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code731054901ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSUSAN SHIELDSName
TitlePRESIDENT ELECTTitle
Phone4054167070Phone
Date Signed2012-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLYNDEL LACKEYName
PTINP00234298PTIN
Phone4058482020Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSUSAN SHIELDSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1211 N ROBINSON AVE 10TH FLOORAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code731027103ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4859404GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.OKBARFOUNDATION.ORG/OBFWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1949YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionTHE OKLAHOMA BAR FOUNDATION'S MISSION IS, LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW.ActivityOrMissionDescription
Nbr Voting Members Governing Body26NbrVotingMembersGoverningBody
Nbr Independent Voting Members26NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year551306ContributionsGrantsPriorYear
Contributions Grants Current Year590128ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year508598InvestmentIncomePriorYear
Investment Income Current Year526160InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1059904TotalRevenuePriorYear
Total Revenue Current Year1116288TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year439080GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY578939GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year127295SalariesEtcPriorYear
Salaries Etc Current Year148863SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year179068OtherExpensePriorYear
Other Expenses Current Year146850OtherExpensesCurrentYear
Total Expenses Prior Year745443TotalExpensesPriorYear
Total Expenses Current Year874652TotalExpensesCurrentYear
Revenues Less Expenses Prior Year314461RevenuesLessExpensesPriorYear
Revenues Less Expenses CY241636RevenuesLessExpensesCY
Total Assets BOY9604538TotalAssetsBOY
Total Assets EOY9198999TotalAssetsEOY
Total Liabilities BOY888419TotalLiabilitiesBOY
Total Liabilities EOY787574TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8716119NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8411425NetAssetsOrFundBalancesEOY
Mission DescriptionLAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense423725Expense
Grants423725Grants
Revenue556794Revenue
DescriptionGRANT AWARDS--GRANTS WERE PROVIDED TO TWENTY CHARITABLE ORGANIZATIONS TO ADVANCE EDUCATION, 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense38400Expense
Grants38400Grants
Revenue38400Revenue
DescriptionOBF SCHOLARSHIPS & AWARDS--EDUCATIONAL GRANTS WERE PROVIDED TO VARIOUS EDUCATIONAL INSTITUTIONS, ORGANIZATIONS, AND INDIVIDUAL LAW SCHOLARS IN AN EFFORT TO ADVANCE EDUCATION, CITIZENSHIP, AND JUSTICE FOR ALL TO BE ABLE TO CONTINUE TO PROVIDE QUALIFIED LEGAL REPRESENTATION FOR FUTURE GENERATIONS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense116814Expense
Grants116814Grants
Revenue116814Revenue
DescriptionOBF 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 OTHERWISE WOULD NOT BE ABLE TO OBTAIN THROUGH OTHER MEANS TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.Description
FieldValueIRS element (for citing)
Total Program Service Expense578939TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees4NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members26NbrVotingGoverningBodyMembers
Number Independent Voting Members26NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonNANCY NORSWORTHY OKLAHOMA BAR FOUNNamePerson
Telephone Number4054167070TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11901 N LINCOLN BLVDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code731054901ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JOHN D MUNKACSY JR
PRESIDENT10.00XX000
SHON T ERWIN
PRESIDENT ELECT4.00XX000
SUSAN B SHIELDS
VICE PRESIDENT4.00XX000
PHIL FRAZIER
IMMEDIATE PAST PRESIDENT10.00XX000
DIETMAR K CAUDLE
SECRETARY/TREASURER6.00XX000
BRETT D CABLE
TRUSTEE1.00X000
CATHY M CHRISTENSEN
TRUSTEE1.00X000
JUDGE VALERIE COUCH
TRUSTEE4.00X000
JACK S DAWSON
TRUSTEE1.00X000
GUY P CLARK
TRUSTEE1.00X000
DEVIN R DONELSON
TRUSTEE1.00X000
WILLIAM E FARRIOR
TRUSTEE1.00X000
BRANDON P LONG
TRUSTEE1.00X000
LEONARD M LOGAN IV
TRUSTEE1.00X000
MICHAEL C MORDY
TRUSTEE1.00X000
BROOKE SMITH MURPHY
TRUSTEE1.00X000
JUDGE MILLIE E OTEY
TRUSTEE1.00X000
BRIANA J ROSS
TRUSTEE1.00X000
DENNIS A SMITH
TRUSTEE1.00X000
ALAN SOUTER
TRUSTEE1.00X000
JOHN MORRIS WILLIAMS
TRUSTEE1.00X000
A GABRIEL BASS
TRUSTEE1.00X000
STEPHEN D BEAM
TRUSTEE1.00X000
JACK L BROWN
TRUSTEE1.00X000
ROBERT S FARRIS
TRUSTEE1.00X000
DEBORAH A REHEARD
TRUSTEE1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues141423MembershipDues
All Other Contributions448705AllOtherContributions
Total Contributions590128TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column230650TotalRevenueColumn
Exclusion$230,650ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4038626Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3743116Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities295510Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column295510TotalRevenueColumn
Exclusion$295,510ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1116288TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$526,160ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total578939Total
Program Services578939ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total113065Total
Management And General113065ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total9316Total
Management And General9316ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total18235Total
Management And General18235ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8247Total
Management And General8247ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total903Total
Management And General903ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26850Total
Management And General26850ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total40433Total
Management And General40433ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total10741Total
Management And General10741ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total-5124Total
Management And General-5124ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total9702Total
Management And General9702ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2895Total
Management And General2895ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total705Total
Management And General705ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total22166Total
Management And General22166ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total23975Total
Management And General23975ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total7116Total
Management And General7116ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
CERTIFICATES & PLAQUES38233823
MOVING/STORAGE EXPENSE14851485
MISCELLANEOUS EXPENSE826826
BANK/CLIENT REIMBURSMEN354354

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total874652Total
Program Services578939ProgramServices
Management And General295713ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY161890BOY
EOY335628EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY529626BOY
EOY38096EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY2183BOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis122229LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec79635LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY65400BOY
EOY42594EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8032389BOY
EOY8607268EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY793318BOY
EOY161012EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY19732BOY
EOY14401EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY9604538BOY
EOY9198999EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY52902BOY
EOY22674EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY835517BOY
EOY764900EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY888419BOY
EOY787574EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4814071BOY
EOY4704612EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2646048BOY
EOY2450813EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1256000BOY
EOY1256000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8716119BOY
EOY8411425EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY9604538BOY
EOY9198999EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses241636ReconcilationRevenueExpenses
Reconcilation Other Changes-546330ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1977604CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1952453CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years792523CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year551306CurrentTaxYearMinus1Year
Current Tax Year590128CurrentTaxYear
Total5864014Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1977604CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1952453CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years792523CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year551306CurrentTaxYearMinus1Year
Current Tax Year590128CurrentTaxYear
Total5864014Total
FieldValueIRS element (for citing)
Public Support Total1705864014PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years300057CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years177654CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years214358CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year222750CurrentTaxYearMinus1Year
Current Tax Year230650CurrentTaxYear
Total1145469Total
FieldValueIRS element (for citing)
Total Support7009483TotalSupport
Public Support Pertcentage1700.83660PublicSupportPertcentage170
Public Support Pertcent Prior Year0.89520PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3886227BeginningOfYearBalance
Investment Earnings Or Losses-4568InvestmentEarningsOrLosses
Other Expenditures200627OtherExpenditures
End Of Year Balance3681032EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3530190BeginningOfYearBalance
Investment Earnings Or Losses467355InvestmentEarningsOrLosses
Other Expenditures111318OtherExpenditures
End Of Year Balance3886227EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2932614BeginningOfYearBalance
Investment Earnings Or Losses649608InvestmentEarningsOrLosses
Other Expenditures52032OtherExpenditures
End Of Year Balance3530190EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3192180BeginningOfYearBalance
Contributions315268Contributions
Investment Earnings Or Losses-525411InvestmentEarningsOrLosses
Other Expenditures49423OtherExpenditures
End Of Year Balance2932614EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.34120PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.65880TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis34354OtherCostOrOtherBasis
Depreciation24380Depreciation
Book Value9974BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis87875OtherCostOrOtherBasis
Depreciation55255Depreciation
Book Value32620BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings42594TotalOfBookValueLandBuildings
Total Revenue1116288TotalRevenue
Total Expenses874652TotalExpenses
Excess Or Deficit For Year241636ExcessOrDeficitForYear
Net Unrealized GL On Investments-546330NetUnrealizedGLOnInvestments
Total Adjustments-546330TotalAdjustments
Excess Or Deficit Per FS-304694ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt569958TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal569958RevenueSubtotal
Other Revenues Not Included546330OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt546330RevenueNotRptdOnFinStmt
Total Revenue Per Form9901116288TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt874652TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal874652ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990874652TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: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.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE ACCOUNTING FOR INCOME TAXES MAY, AT TIMES, INVOLVE SOME DEGREE OF UNCERTAINTY, AND, AS SUCH, LEAD TO UNCERTAIN TAX POSITIONS HAVING BEEN TAKEN. MANAGEMENT EVALUATED OBF'S TAX POSITIONS AND CONCLUDED THAT OBF HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, OBF IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO 2007.
PART XII, LINE 4B: UNREALIZED LOSS

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (35 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
TULSA LAWYERS FOR CHILDREN INC
P O BOX 2254TULSAOK741012254731593275501(C)(3)25000DEPRIVED ABUSED & NEGLECTED CHILDREN'S LEGAL AID SERVICES.
SENIOR LAW RESOURCE CENTER EDUCATIONAL OUTREACH PROGRAM
P O BOX 1408OKLAHOMA CITYOK731011408204260535501(C)(3)12500FREE 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 222OKLAHOMA CITYOK731122310731142462509(A)20000FREE TAX LEGAL AID ASSISTANCE THROUGH TAX COURT FOR NEEDY OKLAHOMA CITIZENS.
TEEN COURT INC COMANCHE COUNTY
P O BOX 1971LAWTONOK735011971731383186501(C)(3)10000CHILDREN'S LEGAL AID/LAW-RELATED EDUCATION PROGRAM FOR FIRST OFFENDERS.
DOMESTIC VIOLENCE INTERVENTION SERVICESCALL RAPE INC OF TULSA
4300 S HARVARD AVE STE 100TULSAOK741352608731028332501(C)(3)12500FREE LEGAL AID SERVICES FOR VICTIMS OF VIOLENCE AND SEXUAL ABUSE.
MARIE DETTY YOUTH & FAMILY SERVICES CENTER NEW DIRECTIONS PROGRAM
P O POX 408LAWTONOK735020408731118322501(C)(3)12500FREE LEGAL AID SERVICES & COURT ADVOCATE.
CENTER FOR CHILDREN & FAMILIES DIVORCE VISITATION ARBITRATION PROGRAM IN C
1151 E MAIN STREETNORMANOK73071730933253501(C)(3)7500COURT ORDERED PUBLIC EDUCATION & AWARENESS PROGRAMS FOR CHILDREN AND FAMILIES OF DIVORCE.
LEGAL AID SERVICES OF OKLAHOMA INC
2915 N CLASSEN BLVDOKLAHOMA CITYOK73106731298893501(C)(3)200000FREE CIVIL LEGAL SERVICES FOR INDIGENT OKLAHOMA CITIZENS AND THE ELDERLY.
OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL & WOMEN-IN-LAW PROGRAMS
P O BOX 53036OKLAHOMA CITYOK731523036730618833115(A)45000FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS.
OKLAHOMA LAWYERS FOR CHILDREN INC
100 N BROADWAY AVEOKLAHOMA CITYOK73102731542815501(C)(3)40000DEPRIVED, ABUSED & NEGLECTED CHILDREN'S LEGAL AID SERVICES.
OKLAHOMA BAR ASSOCIATION HEROES PROGRAM FOR MILITARY AND VETERANS
P O BOX 53036OKLAHOMA CITYOK731523036730618833115(A)17000FREE LEGAL AID SERVICES FOR OKLAHOMA'S MILITARY, THRI FAMILES AND VETERANS.
OKLAHOMA BAR ASSOCIATION ENID HIGH SCHOOL - WE THE PEOPLE CONST PROGRAM
P O BOX 53036OKLAHOMA CITYOK731523036730618833115(A)2000FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS.
COMMUNITY CRISIS CENTER INC
118 A STREET SCMIAMIOK74354731115656501(C)(3)5000FREE LEGAL SERVICES & COURT ADVOCATE.
FAMILY & CHILDREN'S SERVICES INC
650 S PEORIA AVETULSAOK74120730580270501(C)(3)5000FREE LEGAL SERVICES & COURT ADVOCATE.
OKLAHOMA CASA ASSOCIATION INC
P O BOX 5496OKLAHOMA CITYOK73154731333538501(C)(3)1500FREE MANDATORY LEGAL TRAINING FOR CASA VOLUNTEERS TO CONTINUE TO SERVE ABUSED CHILDREN.
OKLAHOMA COURT APPOINTED ADVOCATES FOR VULNERABLE ADULTS INC
P O BOX 700063OKLAHOMA CITYOK73107202278481501(C)(3)3000FREE LEGAL SERVICES FOR ELDERLY AND VULNERABLE ADULT CITIZENS.
TRINITY LEGAL CLINIC OF OKLAHOMA INC
P O BOX 73083EDMONDOK73083562630060501(C)(3)2500FREE LEGAL SERVICES FOR INDIGENT PERSONS.
UNIVERSITY OF TULSA COLLEGE OF LAW BOESCHE LEGAL CLINIC
407 SOUTH FLORENCE AVENUETULSAOK74104730579298501(C)(3)4500FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING.
CATHOLIC CHARITIES ARCHDIOCESE OF OKLAHOMA CITY INC IAP PROGRAM
1501 N CLASSEN BLVDOKLAHOMA CITYOK73106530196617501(C)(3)4500FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING.
WLM W BARNES CHILDREN'S ADVOCACY CENTER INC
PO BOX 1889CLAREMOREOK74018731603683501(C)(3)4000CHILD ABUSE LEGAL RECOGNITION, RESPONSE & REPORTING EDUCATIONAL PROGRAM.
YMCA OF GREATER OKLAHOMA CITY INC YOUTH IN GOVERNMENT PROGRAM
500 N BROADWAY SUITE 500OKLAHOMA CITYOK73102750579270501(C)(3)2000FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS.
ADAIR COUNTY DISTRICT COURT
220 W DIVISION STREETSTILWELLOK74960115(A)5191TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
CANADIAN COUNTY DISTRICT COURT
PO BOX 730EL RENOOK73036115(A)16853CONFERENCE AREA CONVERSION MATERIALS & TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
CHEROKEE COUNTY DISTRICT COURT
213 W DELAWARE STREETTELEQUAHOK74464115(A)11000TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
COMANCHE COUNTY DITRICT COURT
315 SW 5TH STREET ROOM 402LAWTONOK73501115(A)9814TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
GARVIN COUNTY DISTRICT COURT
201 W GRANT ROOM 12PAULS VALLEYOK73075115(A)10174TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
CUSTER COUNTY DISTRICT COURT
PO BOX 180ARAPAHOOK73620115(A)3000TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
JACKSON COUNTY DISTRICT COURT
PO BOX 616ALTUSOK73522115(A)3863TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
KAY COUNTY DISTRICT COURT
201 S MAIN STREETNEWKIRKOK74647115(A)8550TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
MAJOR COUNTY DISTRICT COURT
500 E BROADWAYFAIRVIEWOK73737115(A)4000TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
OKLAHOMA COUNTY DISTRICT COURT SYSTEM
321 PARK AVENUE ROOM 247OKLAHOMA CITYOK73102115(A)5478TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
PAYNE COUNTY DISTRICT COURT
606 S HUSBAND STREET ROOM 207STILLWATEROK74074115(A)12726TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
TILLMAN COUNTY DISTRICT COURT
PO BOX 97FREDERICKOK73542115(A)5628TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
TULSA COUNTY DISTRICT COURT
500 S DENVER ROOM 637TULSAOK74103115(A)12000TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
WAGONER COUNTY DISTRICT COURT
307 E CHEROKEE STREETWAGONEROK74467115(A)11000TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants17TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations18TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: OBF MONITORS THE PROGRAMS THROUGH WRITTEN GRANT APPLICATION PRESENTATIONS INCLUDING FINANCIAL INFORMATION & TAX DETERMINATION STATUS, FOLLOWED BY PERSONAL INTERVIEW SESSIONS WITH EACH PROGRAM. GRANTEES MUST SUBMIT WRITTEN AND FINANCIAL REPORTS EACH CALENDAR QUARTER AS A CONDITION OF CONTINUED OBF FUNDING. SITE VISITS ARE CONDUCTED EACH 2 TO 3 YEARS DEPENDING ON THE ORGANIZATION & ITS TYPE OF ACTIVITIES. APPLICANTS MY REAPPLY AND SUBMIT FULL REPORTS ANNUALLY BEFORE THE OBF GRANTS AND AWARDS COMMITTEE (12 MEMBERS) TO RECEIVE FUTURE GRANT FUNDS. GRANT AWARDS ARE APPROVED BY THE FULL BOARD OF 26 VOTING MEMBERS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
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 7AANNUALLY, 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 11THE 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 12CANNUAL 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 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 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.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -546,330.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA BAR ASSOCIATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11901 N LINCOLN BOULEVARDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code73105ZIPCode
FieldValueIRS element (for citing)
EIN730618833EIN
Primary ActivitiesLAW-RELATED EDUCATION PROGRAMS FOR THE PUBLIC & OKLAHOMA SCHOOL CHILDREN.PrimaryActivities
Legal Domicile StateOKLegalDomicileState
Exempt Code Section115(A)ExemptCodeSection
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
OKLAHOMA BAR ASSOCIATION - HEROES MILITARY & VETERAN'S FREE LEGAL SERVICES
B17000NORMAL GRANT VETTING PROCESS
OKLAHOMA BAR ASSOCIATION - OK HIGH SCHOOL MOCK TRIAL FREE EDUCATIONAL PROG
B45000NORMAL GRANT VETTING PROCESS

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