2011-11-14T14:14:20-06:00 2010-12-31 HOGANTAYLOR LLP 11600 BROADWAY EXTENSION SUITE 300 OKLAHOMA CITY OK 73114 990 2010-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 JOHN MUNKACSY 4054167070 2011-11-14 1 BOB L SLOVACEK 4058482020 2010 2016-03-07 17:11:31Z SUSAN SHIELDS 211 N ROBINSON AVE 10TH FLOOR OKLAHOMA CITY OK 731027103 3766244 0 X WWW.OKBAR.ORG/OBF X 1949 OK LAWYERS 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. 23 23 3 0 0 0 792523 551306 0 0 245729 508598 0 0 1038252 1059904 672020 439080 0 0 130505 127295 0 0 0 166611 179068 969136 745443 69116 314461 8984846 9604538 1092705 888419 7892141 8716119 LAWYERS TRANSFORMING LIVES THROUGH THE ADVANCEMENT OF EDUCATION, CITIZENSHIP AND JUSTICE FOR ALL. 0 0 400080 400080 556794 GRANT 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. 39000 39000 39000 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. 45000 OBF 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. 439080 1 0 0 0 0 0 0 0 1 1 1 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 3 1 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 PHIL FRAZIER 10.00 X X 0 0 0 JOHN D MUNKACSY JR 4.00 X X 0 0 0 SHON T ERWIN 4.00 X X 0 0 0 RICHARD A RIGGS 10.00 X X 0 0 0 SUSAN B SHIELDS 6.00 X X 0 0 0 DIETMAR K CAUDLE 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 DEIRDRE O DEXTER 1.00 X 0 0 0 KEVIN R DONELSON 1.00 X 0 0 0 WILLIAM E FARRIOR 1.00 X 0 0 0 LUKE GAITHER 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 ALLEN M SMALLWOOD 1.00 X 0 0 0 DENNIS A SMITH 1.00 X 0 0 0 LINDA S THOMAS 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 149503 401803 551306 222750 222750 2992188 2706340 285848 285848 285848 1059904 0 0 508598 439080 439080 93583 93583 13478 13478 11957 11957 8277 8277 26850 26850 36484 36484 34157 34157 18379 18379 8804 8804 4330 4330 612 612 14140 14140 23375 23375 4835 4835 CERTIFICATES & PLAQUES 4772 4772 MOVING/STORAGE EXPENSE 1485 1485 MISCELLANEOUS EXPENSE 845 845 745443 439080 306363 0 92693 161890 941789 529626 2183 121059 55659 81069 65400 5080508 7849985 3745199 19310 19732 8984846 9604538 12627 52902 1080078 835517 1092705 888419 X 4830011 4814071 1806130 2646048 1256000 1256000 7892141 8716119 8984846 9604538 X 314461 509517 X 0 1 1 X 0 X 2963113 1977604 1952453 792523 551306 8236999 2963113 1977604 1952453 792523 551306 8236999 8236999 49891 300057 177654 214358 222750 964710 9201709 0.89520 0.88840 X 3530190 467355 111318 3886227 2932614 649608 52032 3530190 3192180 315268 -525411 49423 2932614 0.68090 0.32320 0.00000 1 0 33184 17979 15205 87875 37680 50195 65400 CASH EQUIVALENTS 320108 F GOVERNMENT OBLIGATIONS 157460 F CORPORATE BONDS & POOLED FIXED INCOME FUNDS 3267631 F 3745199 1059904 745443 314461 509517 509517 823978 1569421 509517 509517 1059904 0 1059904 745443 0 745443 0 745443 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. 1 TULSA LAWYERS FOR CHILDREN INC P O BOX 2254 TULSA OK 741012254 731593275 501(C)(3) 25000 CHILDREN'S LEGAL AID SENIOR LAW RESOURCE CENTER EDUCATIONAL OUTREACH PROGRAM P O BOX 1408 OKLAHOMA CITY OK 731011408 204260535 501(C)(3) 12500 PUBLIC EDUCATION & LEGAL AID OKLAHOMA INDIAN LEGAL SERVICES INC LOW INCOME TAX-PAYER CLINIC 4200 PERIMETER CENTER DR STE 222 OKLAHOMA CITY OK 731122310 731142462 509(A) 20000 LEGAL AID SERVICES OKLAHOMA LAWYERS FOR CHILDREN INC 100 N BROADWAY AVE STE 2250 OKLAHOMA CITY OK 73102 731542815 501(C)(3) 40000 CHILDREN'S LEGAL AID TEEN COURT INC COMANCHE COUNTY P O BOX 1971 LAWTON OK 735011971 731383186 501(C)(3) 10000 CHILDREN'S LEGAL AID/LAW-RELATED EDUCATION DOMESTIC VIOLENCE INTERVENTION SERVICESCALL RAPE INC OF TULSA 4300 S HARVARD AVE STE 100 TULSA OK 741352608 731028332 501(C)(3) 12500 LEGAL AID SERVICES MARIE DETTY YOUTH & FAMILY SERVICES CENTER NEW DIRECTIONS PROGRAM P O POX 408 LAWTON OK 735020408 731118322 501(C)(3) 12500 LEGAL AID SERVICES CENTER FOR CHILDREN & FAMILIES DIVORCE VISITATION ARBITRATION PROGRAM IN C 1151 E MAIN STREET NORMAN OK 73071 730933253 501(C)(3) 7500 PUBLIC EDUCATION & AWARENESS PROGRAMS LEGAL AID SERVICES OF OKLAHOMA INC 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731298893 501(C)(3) 246626 LEGAL AID SERVICES OKLAHOMA BAR ASSOCIATION OK HIGH SCHOOL MOCK TRIAL & WOMEN-IN-LAW PROGRAMS P O BOX 53036 OKLAHOMA CITY OK 731523036 730618833 115(A) 45000 CHILDREN'S LAW-RELEATED EDUCATION 10 4 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 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. FORM 990, PART VI, SECTION A, LINE 6 ALL ATTORNEYS LICENSED BY THE OKLAHOMA BAR ASSOCIATION AND IN GOOD STANDING ARE REGULAR MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS 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 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 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 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 GAINS ON INVESTMENTS: 509,517. OKLAHOMA BAR ASSOCIATION 1901 N LINCOLN BOULEVARD OKLAHOMA CITY OK 73152 730618833 ASSIST OKLAHOMA LAWYERS IN PROVIDING JUSTICE FOR ALL OK 115(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0