OKLAHOMA BAR FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
OKLAHOMA BAR FOUNDATION INC (EIN 73-0710244)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-14
IRS object ID
201113189349304891
Schema version
2010v3.4
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)
Timestamp2011-11-14T14:14:20-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

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 Date2010-01-01TaxPeriodBeginDate

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)
NameJOHN MUNKACSYName
TitlePRESIDENT ELECTTitle
Phone4054167070Phone
Date Signed2011-11-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBOB L SLOVACEKName
Phone4058482020Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

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 Receipts3766244GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.OKBAR.ORG/OBFWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1949YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionLAWYERS TRANSFORMING LIVES THROUGH THE ADVANCEMENT OF EDUCATION, CITIZENSHIP AND JUSTICE FOR ALL.OUR MISSION IS CARRIED OUT BY GRANT FUNDING THAT GOES TO PROMOTE JUSTICE, FUND CRITICAL LEGAL SERVICES, AND ADVANCE PUBLIC EDUCATION AND AWARENESS OF THE LAW. OBF IS A CHARITABLE, PHILANTHROPIC ORGANIZATION THAT PROVIDES FUNDING TO OTHER LAW-RELATED CHARITABLE ORGANIZATIONS THAT PROVIDE FREE LEGAL SERVICES, EDUCATIONAL AND OUTREACH PROGRAMS, AND OTHER SUCH SERVICES THAT HELP TO FULFILL THE STATED MISSION OF THE OKLAHOMA BAR FOUNDATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees3TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year792523ContributionsGrantsPriorYear
Contributions Grants Current Year551306ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year245729InvestmentIncomePriorYear
Investment Income Current Year508598InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1038252TotalRevenuePriorYear
Total Revenue Current Year1059904TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year672020GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY439080GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year130505SalariesEtcPriorYear
Salaries Etc Current Year127295SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year166611OtherExpensePriorYear
Other Expenses Current Year179068OtherExpensesCurrentYear
Total Expenses Prior Year969136TotalExpensesPriorYear
Total Expenses Current Year745443TotalExpensesCurrentYear
Revenues Less Expenses Prior Year69116RevenuesLessExpensesPriorYear
Revenues Less Expenses CY314461RevenuesLessExpensesCY
Total Assets BOY8984846TotalAssetsBOY
Total Assets EOY9604538TotalAssetsEOY
Total Liabilities BOY1092705TotalLiabilitiesBOY
Total Liabilities EOY888419TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7892141NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8716119NetAssetsOrFundBalancesEOY
Mission DescriptionLAWYERS TRANSFORMING LIVES THROUGH THE ADVANCEMENT OF EDUCATION, CITIZENSHIP AND JUSTICE FOR ALL.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense400080Expense
Grants400080Grants
Revenue556794Revenue
DescriptionGRANT 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense39000Expense
Grants39000Grants
Revenue39000Revenue
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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Revenue45000Revenue
DescriptionOBF COURT ACCESS TO JUSTICE GRANTS--COURT GRANTS WERE PROVIDED TO VARIOUS DISTRICT COURTS IN AN EFFORT TO OBTAIN COURTROOM EQUIPMENT AND OTHER ITEMS THEY OTHERWISE WOULD NOT BE ABLE TO OBTAIN THROUGH OTHER MEANS TO HELP IMPROVE ACCESS TO JUSTICE FOR ALL.Description
FieldValueIRS element (for citing)
Total Program Service Expense439080TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
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 Employees3NumberOfEmployees
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
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
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
PHIL FRAZIER
PRESIDENT10.00XX000
JOHN D MUNKACSY JR
PRESIDENT ELECT4.00XX000
SHON T ERWIN
VICE PRESIDENT4.00XX000
RICHARD A RIGGS
IMMEDIATE PAST PRESIDENT10.00XX000
SUSAN B SHIELDS
SECRETARY/TREASURER6.00XX000
DIETMAR K CAUDLE
TRUSTEE1.00X000
CATHY M CHRISTENSEN
TRUSTEE1.00X000
JUDGE VALERIE COUCH
TRUSTEE4.00X000
JACK S DAWSON
TRUSTEE1.00X000
DEIRDRE O DEXTER
TRUSTEE1.00X000
KEVIN R DONELSON
TRUSTEE1.00X000
WILLIAM E FARRIOR
TRUSTEE1.00X000
LUKE GAITHER
TRUSTEE1.00X000
LEONARD M LOGAN IV
TRUSTEE1.00X000
MICHAEL C MORDY
TRUSTEE1.00X000
BROOKE SMITH MURPHY
TRUSTEE1.00X000
JUDGE MILLIE E OTEY
TRUSTEE1.00X000
ALLEN M SMALLWOOD
TRUSTEE1.00X000
DENNIS A SMITH
TRUSTEE1.00X000
LINDA S THOMAS
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 Dues149503MembershipDues
All Other Contributions401803AllOtherContributions
Total Contributions551306TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column222750TotalRevenueColumn
Exclusion$222,750ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2992188Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2706340Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities285848Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column285848TotalRevenueColumn
Exclusion$285,848ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1059904TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$508,598ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total439080Total
Program Services439080ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total93583Total
Management And General93583ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total13478Total
Management And General13478ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total11957Total
Management And General11957ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total8277Total
Management And General8277ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total26850Total
Management And General26850ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total36484Total
Management And General36484ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total34157Total
Management And General34157ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total18379Total
Management And General18379ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total8804Total
Management And General8804ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total4330Total
Management And General4330ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total612Total
Management And General612ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total14140Total
Management And General14140ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total23375Total
Management And General23375ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4835Total
Management And General4835ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
CERTIFICATES & PLAQUES47724772
MOVING/STORAGE EXPENSE14851485
MISCELLANEOUS EXPENSE845845

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total745443Total
Program Services439080ProgramServices
Management And General306363ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY92693BOY
EOY161890EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY941789BOY
EOY529626EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY2183EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis121059LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec55659LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY81069BOY
EOY65400EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY5080508EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY7849985BOY
EOY3745199EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY19310BOY
EOY19732EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8984846BOY
EOY9604538EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY12627BOY
EOY52902EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1080078BOY
EOY835517EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1092705BOY
EOY888419EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY4830011BOY
EOY4814071EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1806130BOY
EOY2646048EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1256000BOY
EOY1256000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7892141BOY
EOY8716119EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8984846BOY
EOY9604538EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses314461ReconcilationRevenueExpenses
Reconcilation Other Changes509517ReconcilationOtherChanges
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 Years2963113CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1977604CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1952453CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year792523CurrentTaxYearMinus1Year
Current Tax Year551306CurrentTaxYear
Total8236999Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2963113CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1977604CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1952453CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year792523CurrentTaxYearMinus1Year
Current Tax Year551306CurrentTaxYear
Total8236999Total
FieldValueIRS element (for citing)
Public Support Total1708236999PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years49891CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years300057CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years177654CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year214358CurrentTaxYearMinus1Year
Current Tax Year222750CurrentTaxYear
Total964710Total
FieldValueIRS element (for citing)
Total Support9201709TotalSupport
Public Support Pertcentage1700.89520PublicSupportPertcentage170
Public Support Pertcent Prior Year0.88840PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Current Year CurrentYear

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

Current Year Minus1 Year CurrentYearMinus1Year

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

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3192180BeginningOfYearBalance
Contributions315268Contributions
Investment Earnings Or Losses-525411InvestmentEarningsOrLosses
Other Expenditures49423OtherExpenditures
End Of Year Balance2932614EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.68090BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.32320PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis33184OtherCostOrOtherBasis
Depreciation17979Depreciation
Book Value15205BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis87875OtherCostOrOtherBasis
Depreciation37680Depreciation
Book Value50195BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings65400TotalOfBookValueLandBuildings

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
CASH EQUIVALENTS320108F
GOVERNMENT OBLIGATIONS157460F
CORPORATE BONDS & POOLED FIXED INCOME FUNDS3267631F
FieldValueIRS element (for citing)
Total Of Book Value Securities3745199TotalOfBookValueSecurities
Total Revenue1059904TotalRevenue
Total Expenses745443TotalExpenses
Excess Or Deficit For Year314461ExcessOrDeficitForYear
Net Unrealized GL On Investments509517NetUnrealizedGLOnInvestments
Total Adjustments509517TotalAdjustments
Excess Or Deficit Per FS823978ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1569421TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments509517NetUnrealizedGainsInvestments
Revenue Not Rptd F990509517RevenueNotRptdF990
Revenue Subtotal1059904RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901059904TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt745443TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal745443ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990745443TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 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. 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (10 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)25000CHILDREN'S LEGAL AID
SENIOR LAW RESOURCE CENTER EDUCATIONAL OUTREACH PROGRAM
P O BOX 1408OKLAHOMA CITYOK731011408204260535501(C)(3)12500PUBLIC EDUCATION & LEGAL AID
OKLAHOMA INDIAN LEGAL SERVICES INC LOW INCOME TAX-PAYER CLINIC
4200 PERIMETER CENTER DR STE 222OKLAHOMA CITYOK731122310731142462509(A)20000LEGAL AID SERVICES
OKLAHOMA LAWYERS FOR CHILDREN INC
100 N BROADWAY AVE STE 2250OKLAHOMA CITYOK73102731542815501(C)(3)40000CHILDREN'S LEGAL AID
TEEN COURT INC COMANCHE COUNTY
P O BOX 1971LAWTONOK735011971731383186501(C)(3)10000CHILDREN'S LEGAL AID/LAW-RELATED EDUCATION
DOMESTIC VIOLENCE INTERVENTION SERVICESCALL RAPE INC OF TULSA
4300 S HARVARD AVE STE 100TULSAOK741352608731028332501(C)(3)12500LEGAL AID SERVICES
MARIE DETTY YOUTH & FAMILY SERVICES CENTER NEW DIRECTIONS PROGRAM
P O POX 408LAWTONOK735020408731118322501(C)(3)12500LEGAL AID SERVICES
CENTER FOR CHILDREN & FAMILIES DIVORCE VISITATION ARBITRATION PROGRAM IN C
1151 E MAIN STREETNORMANOK73071730933253501(C)(3)7500PUBLIC EDUCATION & AWARENESS PROGRAMS
LEGAL AID SERVICES OF OKLAHOMA INC
2915 N CLASSEN BLVDOKLAHOMA CITYOK73106731298893501(C)(3)246626LEGAL AID SERVICES
OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL & WOMEN-IN-LAW PROGRAMS
P O BOX 53036OKLAHOMA CITYOK731523036730618833115(A)45000CHILDREN'S LAW-RELEATED EDUCATION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants10TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations4TotalNbrOfOtherOrganizations

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 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. APPLICANTS MUST REAPPLY AND SUBMIT FULL REPORTS ANNUALLY BEFORE THE OBF GRANTS AND AWARDS COMMITTEE (12 MEMBERS). GRANT AWARDS ARE APPROVED BY THE FULL BOARD.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6ALL ATTORNEYS LICENSED BY THE OKLAHOMA BAR ASSOCIATION AND IN GOOD STANDING ARE REGULAR MEMBERS OF THE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS WHO ARE FINANCIALLY CONTRIBUTING MEMBERS ("FELLOWS"), MAY SUBMIT A NAME FOR POSSIBLE ELECTION TO THE BOARD OF TRUSTEES. THE OBF IS GOVERNED BY A TWENTY-SIX MEMBER BOARD OF TRUSTEES. TWENTY-ONE TRUSTEES ARE ELECTED TO THREE-YEAR STAGGERED TERMS. THE FIVE REMAINING TRUSTEES ARE THE IMMEDIATE PAST PRESIDENT OF THE OBF, AND THE PRESIDENT, PRESIDENT-ELECT AND EXECUTIVE DIRECTOR OF THE OKLAHOMA BAR ASSOCIATION IN OFFICE AT THE TIME, AND A REPRESENTATIVE OF THE YOUNG LAWYERS DIVISION APPOINTED BY THE BOARD OF TRUSTEES AND THREE PERSONS TERMS WILL AUTOMATICALLY BE EXTENDED WHILE SERVING AS THE VICE PRESIDENT, SECRETARY OR TREASURER OF THE OBF.
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.
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 12C
THE OBF EXECUTIVE COMMITTEE EXAMINES AND REVIEWS THE SALARY AND BENEFITS, MAKES COMPARISONS TO OTHER LIKE ORGANIZATIONS, SUCH AS THE ABA NATIONAL ASSOCIATION OF IOLTA PROGRAMS AND THE ABA NATIONAL CONFERENCE OF BAR FOUNDATIONS, HAS APPROVED FORMAL JOB DESCRIPTIONS AND DUTIES, AND REVIEWS AN ANNUAL JOB PERFORMANCE REVIEW OF ALL EMPLOYEES. RECOMMENDATIONS ARE PRESENTED TO THE BOARD FOR POSSIBLE APPROVAL.FORM 990, PART VI, SECTION B, LINE 15
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.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 509,517.FORM 990, PART XI, LINE 5:

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 Code73152ZIPCode
FieldValueIRS element (for citing)
EIN730618833EIN
Primary ActivitiesASSIST OKLAHOMA LAWYERS IN PROVIDING JUSTICE FOR ALLPrimaryActivities
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 Org0GiftGrantOrCapContrToOtherOrg
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

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