2012-11-14T15:58:22-06:00 2011-12-31 731413977 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2011-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 SUSAN SHIELDS 4054167070 2012-11-12 1 LYNDEL LACKEY P00234298 4058482020 2011 2016-02-24 21:20:13Z SUSAN SHIELDS 211 N ROBINSON AVE 10TH FLOOR OKLAHOMA CITY OK 731027103 4859404 0 X WWW.OKBARFOUNDATION.ORG/OBF X 1949 OK THE 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. 26 26 4 0 0 0 551306 590128 0 0 508598 526160 0 0 1059904 1116288 439080 578939 0 0 127295 148863 0 0 0 179068 146850 745443 874652 314461 241636 9604538 9198999 888419 787574 8716119 8411425 LAWYERS TRANSFORMING LIVES THROUGH THE PROMOTION OF JUSTICE, FUNDING OF CRITICAL LEGAL SERVICES AND ADVANCEMENT OF PUBLIC AWARENESS OF THE LAW. 0 0 423725 423725 556794 GRANT 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. 38400 38400 38400 OBF 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. 116814 116814 116814 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 OTHERWISE WOULD NOT BE ABLE TO OBTAIN THROUGH OTHER MEANS TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 578939 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 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 NANCY NORSWORTHY OKLAHOMA BAR FOUN 4054167070 1901 N LINCOLN BLVD OKLAHOMA CITY OK 731054901 X JOHN D MUNKACSY JR 10.00 X X 0 0 0 SHON T ERWIN 4.00 X X 0 0 0 SUSAN B SHIELDS 4.00 X X 0 0 0 PHIL FRAZIER 10.00 X X 0 0 0 DIETMAR K CAUDLE 6.00 X X 0 0 0 BRETT D CABLE 1.00 X 0 0 0 CATHY M CHRISTENSEN 1.00 X 0 0 0 JUDGE VALERIE COUCH 4.00 X 0 0 0 JACK S DAWSON 1.00 X 0 0 0 GUY P CLARK 1.00 X 0 0 0 DEVIN R DONELSON 1.00 X 0 0 0 WILLIAM E FARRIOR 1.00 X 0 0 0 BRANDON P LONG 1.00 X 0 0 0 LEONARD M LOGAN IV 1.00 X 0 0 0 MICHAEL C MORDY 1.00 X 0 0 0 BROOKE SMITH MURPHY 1.00 X 0 0 0 JUDGE MILLIE E OTEY 1.00 X 0 0 0 BRIANA J ROSS 1.00 X 0 0 0 DENNIS A SMITH 1.00 X 0 0 0 ALAN SOUTER 1.00 X 0 0 0 JOHN MORRIS WILLIAMS 1.00 X 0 0 0 A GABRIEL BASS 1.00 X 0 0 0 STEPHEN D BEAM 1.00 X 0 0 0 JACK L BROWN 1.00 X 0 0 0 ROBERT S FARRIS 1.00 X 0 0 0 DEBORAH A REHEARD 1.00 X 0 0 0 0 0 0 0 0 0 0 0 141423 448705 590128 230650 230650 4038626 3743116 295510 295510 295510 1116288 0 0 526160 578939 578939 113065 113065 9316 9316 18235 18235 8247 8247 903 903 26850 26850 40433 40433 10741 10741 -5124 -5124 9702 9702 2895 2895 705 705 22166 22166 23975 23975 7116 7116 CERTIFICATES & PLAQUES 3823 3823 MOVING/STORAGE EXPENSE 1485 1485 MISCELLANEOUS EXPENSE 826 826 BANK/CLIENT REIMBURSMEN 354 354 874652 578939 295713 0 161890 335628 529626 38096 2183 122229 79635 65400 42594 8032389 8607268 793318 161012 19732 14401 9604538 9198999 52902 22674 835517 764900 888419 787574 X 4814071 4704612 2646048 2450813 1256000 1256000 8716119 8411425 9604538 9198999 X 241636 -546330 X 0 1 1 X 0 X 1977604 1952453 792523 551306 590128 5864014 1977604 1952453 792523 551306 590128 5864014 5864014 300057 177654 214358 222750 230650 1145469 7009483 0.83660 0.89520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3886227 -4568 200627 3681032 3530190 467355 111318 3886227 2932614 649608 52032 3530190 3192180 315268 -525411 49423 2932614 0.34120 0.65880 1 0 34354 24380 9974 87875 55255 32620 42594 1116288 874652 241636 -546330 -546330 -304694 569958 0 569958 546330 546330 1116288 874652 0 874652 0 874652 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 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) 12500 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) 20000 FREE TAX LEGAL AID ASSISTANCE THROUGH TAX COURT FOR NEEDY OKLAHOMA CITIZENS. TEEN COURT INC COMANCHE COUNTY P O BOX 1971 LAWTON OK 735011971 731383186 501(C)(3) 10000 CHILDREN'S LEGAL AID/LAW-RELATED EDUCATION PROGRAM FOR FIRST OFFENDERS. DOMESTIC VIOLENCE INTERVENTION SERVICESCALL RAPE INC OF TULSA 4300 S HARVARD AVE STE 100 TULSA OK 741352608 731028332 501(C)(3) 12500 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) 12500 FREE LEGAL AID SERVICES & COURT ADVOCATE. CENTER FOR CHILDREN & FAMILIES DIVORCE VISITATION ARBITRATION PROGRAM IN C 1151 E MAIN STREET NORMAN OK 73071 730933253 501(C)(3) 7500 COURT ORDERED PUBLIC EDUCATION & AWARENESS PROGRAMS FOR CHILDREN AND FAMILIES OF DIVORCE. LEGAL AID SERVICES OF OKLAHOMA INC 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731298893 501(C)(3) 200000 FREE 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 53036 OKLAHOMA CITY OK 731523036 730618833 115(A) 45000 FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS. 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. OKLAHOMA BAR ASSOCIATION HEROES PROGRAM FOR MILITARY AND VETERANS P O BOX 53036 OKLAHOMA CITY OK 731523036 730618833 115(A) 17000 FREE 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 53036 OKLAHOMA CITY OK 731523036 730618833 115(A) 2000 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 ADVOCATE. FAMILY & CHILDREN'S SERVICES INC 650 S PEORIA AVE TULSA OK 74120 730580270 501(C)(3) 5000 FREE LEGAL SERVICES & COURT ADVOCATE. OKLAHOMA CASA ASSOCIATION INC P O BOX 5496 OKLAHOMA CITY OK 73154 731333538 501(C)(3) 1500 FREE MANDATORY LEGAL TRAINING FOR CASA VOLUNTEERS TO CONTINUE TO SERVE ABUSED CHILDREN. OKLAHOMA COURT APPOINTED ADVOCATES FOR VULNERABLE ADULTS INC P O BOX 700063 OKLAHOMA CITY OK 73107 202278481 501(C)(3) 3000 FREE LEGAL SERVICES FOR ELDERLY AND VULNERABLE ADULT CITIZENS. TRINITY LEGAL CLINIC OF OKLAHOMA INC P O BOX 73083 EDMOND OK 73083 562630060 501(C)(3) 2500 FREE LEGAL SERVICES FOR INDIGENT PERSONS. UNIVERSITY OF TULSA COLLEGE OF LAW BOESCHE LEGAL CLINIC 407 SOUTH FLORENCE AVENUE TULSA OK 74104 730579298 501(C)(3) 4500 FREE LEGAL SERVICES FOR INDIGENT PERSONS UTILIZING LAW STUDENTS IN AN EDUCATIONAL SETTING. CATHOLIC CHARITIES ARCHDIOCESE OF OKLAHOMA CITY INC IAP PROGRAM 1501 N CLASSEN BLVD OKLAHOMA CITY OK 73106 530196617 501(C)(3) 4500 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 750579270 501(C)(3) 2000 FREE SCHOOL CHILDREN'S LAW-RELATED EDUCATION PROGRAMS. ADAIR COUNTY DISTRICT COURT 220 W DIVISION STREET STILWELL OK 74960 115(A) 5191 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. CANADIAN COUNTY DISTRICT COURT PO BOX 730 EL RENO OK 73036 115(A) 16853 CONFERENCE AREA CONVERSION MATERIALS & TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. CHEROKEE COUNTY DISTRICT COURT 213 W DELAWARE STREET TELEQUAH OK 74464 115(A) 11000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. COMANCHE COUNTY DITRICT COURT 315 SW 5TH STREET ROOM 402 LAWTON OK 73501 115(A) 9814 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. GARVIN COUNTY DISTRICT COURT 201 W GRANT ROOM 12 PAULS VALLEY OK 73075 115(A) 10174 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. CUSTER COUNTY DISTRICT COURT PO BOX 180 ARAPAHO OK 73620 115(A) 3000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. JACKSON COUNTY DISTRICT COURT PO BOX 616 ALTUS OK 73522 115(A) 3863 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) 8550 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. MAJOR COUNTY DISTRICT COURT 500 E BROADWAY FAIRVIEW OK 73737 115(A) 4000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. OKLAHOMA COUNTY DISTRICT COURT SYSTEM 321 PARK AVENUE ROOM 247 OKLAHOMA CITY OK 73102 115(A) 5478 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. PAYNE COUNTY DISTRICT COURT 606 S HUSBAND STREET ROOM 207 STILLWATER OK 74074 115(A) 12726 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. TILLMAN COUNTY DISTRICT COURT PO BOX 97 FREDERICK OK 73542 115(A) 5628 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. TULSA COUNTY DISTRICT COURT 500 S DENVER ROOM 637 TULSA OK 74103 115(A) 12000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. WAGONER COUNTY DISTRICT COURT 307 E CHEROKEE STREET WAGONER OK 74467 115(A) 11000 TECHNOLOGY EQUIPMENT TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL OKLAHOMA CITIZENS. 17 18 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -546,330. OKLAHOMA BAR ASSOCIATION 1901 N LINCOLN BOULEVARD OKLAHOMA CITY OK 73105 730618833 LAW-RELATED EDUCATION PROGRAMS FOR THE PUBLIC & OKLAHOMA SCHOOL CHILDREN. OK 115(A) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OKLAHOMA BAR ASSOCIATION - HEROES MILITARY & VETERAN'S FREE LEGAL SERVICES B 17000 NORMAL GRANT VETTING PROCESS OKLAHOMA BAR ASSOCIATION - OK HIGH SCHOOL MOCK TRIAL FREE EDUCATIONAL PROG B 45000 NORMAL GRANT VETTING PROCESS