2023-11-15T11:42:41-06:00 2022-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2022-01-01 237410031 DALLAS BAR FOUNDATION % ELIZABETH PHILIPP DALL 2142207487 2101 Ross Avenue dallas TX 75201 ELIZABETH PHILIPP EXECUTIVE DIRECTOR 2142207487 2023-11-15 true ELIZABETH PHILIPP XXX-XX-XXXX BRUCE E BERNSTIEN P01424343 2147060840 2023-11-15 2 2022 2023-04-26 12:10:37Z elizabeth philipp 2101 ROSS AVE dallas TX 75201 918598 false X www.dallasbarfoundation.org X 1971 TX To Sponsor Research, publications, forums establish scholarships & preserve historical structures; support legal aid to the indigent; promote diversity in the legal community. 16 16 0 25 0 1304314 613020 67 21847 374891 198031 20520 -24331 1699792 808567 158423 196789 0 0 138188 142835 10648 1852 30419 410195 412936 717454 754412 982338 54155 10369497 9674861 0 0 10369497 9674861 TO SPONSOR AND ENCOURAGE RESEARCH, PUBLICATIONS, AND FORUMS FOR THE FURTHERANCE OF JUSTICE UNDER THE LAW; TO ESTABLISH SCHOLARSHIPS FOR LAW RELATED EDUCATION; TO PRESERVE HISTORICAL STRUCTURES AND THE HISTORY OF THE LEGAL COMMUNITY; TO SUPPORT LEGAL AID TO THE INDIGENT; AND TO PROMOTE DIVERSITY IN THE LEGAL COMMUNITY. false false 275449 196789 THE DALLAS BAR FOUNDATION SCHOLARSHIP AND AWARDS PROGRAMS ARE SUMMARIZED BELOW: 1. THE SARAH T. HUGHES DIVERSITY SCHOLARSHIPS ARE THE SIGNATURE PROGRAM OF THE DALLAS BAR FOUNDATION. ESTABLISHED IN 1981, THE SCHOLARSHIPS ARE AWARDED TO OUTSTANDING MINORITY STUDENTS WHO PLAN TO REMAIN IN DALLAS UPON GRADUATION FROM ONE OF THE 3 AREA LAW SCHOOLS. THE GOAL OF THE PROGRAM IS TO INCREASE THE DIVERSITY OF THE LEGAL COMMUNITY IN THE DALLAS / NORTH TEXAS AREA. THE SCHOLARSHIPS, WHICH COVER A SIGNIFICANT PORTION OF THE COST OF TUITION EXPENSE FOR THE STUDENTS, ALLOW THE STUDENTS THE OPPORTUNITY TO FOCUS ON ACADEMICS WITHOUT THE WORRY OF INCURRING HUGE DEBTS AND WITHOUT THE WORRY OF HAVING THE FINANCIAL RESOURCES TO ATTEND AND COMPLETE LAW SCHOOL. IN MANY CASES, LAW SCHOOL SIMPLY IS NOT POSSIBLE WITHOUT THE SUPPORT THIS PROGRAM PROVIDES. THERE WERE 7 HUGHES SCHOLARS ATTENDING LAW SCHOOL IN THE SPRING SEMESTER AND 8 HUGHES SCHOLARS ATTENDING LAW SCHOOL IN THE FALL SEMESTER. 2. COLLINS CLERKSHIPS: THIS PROGRAM, ESTABLISHED IN 1989, PROVIDES SIX WEEK SUMMER CLERKSHIPS TO MINORITY LAW STUDENTS AT THE SUPREME COURT OF TEXAS, THE 5TH DISTRICT COURT OF APPEALS, THE 14TH AND 68TH CIVIL DISTRICT COURTS, THE CITY ATTORNEY'S OFFICE, THE DISTRICT ATTORNEY'S OFFICE, AND THE PUBLIC DEFENDER'S OFFICE. THE STUDENTS ARE MENTORED BY EXPERIENCED ATTORNEYS, ARE GIVEN ASSIGNMENTS THAT CHALLENGE THE STUDENT TO LEARN, AND ARE PROVIDED EXPOSURE TO WORK EXPERIENCES THAT WILL ADD VALUE TO THEIR JOB PROSPECTS UPON GRADUATION. THE PURPOSE OF THE PROGRAM IS TO INCREASE DIVERSITY IN THE NORTH TEXAS LEGAL COMMUNITY SO THE STUDENT MUST BE INTERESTED IN PRACTICING IN THE DALLAS METROPLEX. THE CHIEF JUSTICE CAROLYN WRIGHT INTERNSHIP AT THE FIFTH DISTRICT COURT OF APPEALS IS AWARDED TO A MINORITY LAW STUDENT. 3. THE STEPHEN H. PHILBIN, II, AWARD FOR EXCELLENCE IN LEGAL REPORTING HAS BEEN AWARDED EACH YEAR SINCE 1983. JOURNALISTS IN THE STATE OF TEXAS ARE ABLE TO SUBMIT AN ENTRY WHICH MEETS THE CRITERIA OF THE AWARD. IT IS THE ONLY SUCH AWARD IN TEXAS. 4. THE INTELECTUAL PROPERTY SECTION SCHOLARSHIP CAN BE AWARDED TO A STUDENT AT EACH OF THE 3 AREA LAW SCHOOL WHO HAVE DEMONSTRATED AN INTEREST IN INTELLECTUAL PROPERTY LAW. THE DBF GRANTS FOR 2022 INCLUDE: 1. ANNUAL GRANT TO SUPPORT THE DBA HIGH SCHOOL MOCK TRIAL PROGRAM AND THE DBA TEXAS STATE HIGH SCHOOL MOCK TRIAL PROGRAM. THE PROGRAM IN 2022 INVOLVED 1,650 HIGH SCHOOL STUDENTS IN LAW FOCUSED EDUCATION. 160 TEAMS COMPETED IN THE STATE COMPETITION. THE WINNING TEAM PLACED 6TH IN THE NATIONAL COMPETITION. 2. DALLAS COURT APPOINTED SPECIAL ADVOCATES RECEIVED A GRANT TO HELP FUND THE COSTS OF SCREENING NEW ADVOCATES WHO WILL REPRESENT THE CHILDREN, UNDER THE CARE OF DALLAS CASA, IN COURT PROCEEDINGS. 3. ADVOCATES FOR COMMUNITY TRANSFORMATION (ACT) RECEIVED A GRANT TO HELP FUND THE COSTS FOR ACCESSING OPEN RECORDS SUCH AS PROPERTY OWNERSHIP, CODE ENFORCEMENT ACTIONS, CRIMINAL ACTIVITY ASSOCIATED WITH AN ABANDONEND OR NEGLETED PROPERTY. THE INFORMATION IS USED BY THE PRO BONO ATTORNEYS REPRESENTING UNDERSERVED CLIENTS OF ACT IN ORDER TO BE ABLE TO USE THE JUSTICE SYSTEM IN FIGHTING CRIME IN THE NEIGHBORHOOD AND TO HOLD PROPERTY OWNERS RESPONSIBLE FOR CODE ENFORCEMENT ISSUES OF ABANDONED OR NEGLECTED PROPERTIES. THE EXPECTATION IS TO BE ABLE TO HANDLE AN ADDITIONAL 35 CASES. 4. DALLAS CHILDREN'S ADVOCACY CENTER RECEIVED A GRANT TO SUPPORT THE COST OF THE LICENSING FEE OF A CLOUD-BASD DIGITAL EVIDENCE MANAGEMENT SYSTEM TO SECURELY SHARE, MANAGE AND STORE CHILD FORENSIC INTERVIEW VIDEOS WHICH ARE USED TO PURSUE JUSTICE AND HEALING FOR THE CHILD VICTIMS OF ABUSE. 5. MOSAIC FAMILY SERVICES RECEIVED A GRANT FOR THE TRANSLATION OF LEGAL SERVICES AND DOCUMENTS AND TO PROVIDE FOR COURT FEES AND ADMINSTRATIVE EXPENSES SUCH AS ACCESS TO DOCUMENTS AND FINGERPRINTING SERVICES THAT CLIENTS ARE UNABLE TO AFFORD. 6. THE DALLAS BAR ASSOCIATION RECEIVED A GRANT FOR UPGRADING TECHNOLOGY USED FOR THE STREAMING OF CONTINUING LEGAL EDUCATION FOR LAWYERS. THE NEW TECHNOLOGY WILL ENABLE THE CONTINUING LEGAL EDUCATION PROGRAMS TO BE PROVIDED IN A HYBRID SETTING OF ON-SITE AND VIRTUAL LEARNING. 275449 true true false false false false false false false true true false false false false true true false false false false false false false true false false true true false false false false false false false false false false false false false false true false false false true 10 0 true 0 false false false false false true true false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true false false X X ELIZABETH PHILIPP 2142207487 2101 ROSS AVE dallas TX 75201 Elizabeth Philipp Executive Director 35.0 0.0 X 0 85203 32875 Bradley Weber Chair 3.5 0.0 X X 0 0 0 Tricia DeLeon Vice Chair 0.75 0.0 X X 0 0 0 Jerry Alexander Trustee 0.25 0.0 X 0 0 0 Joel Crouch Secretary-Treasurer 1.5 0.0 X X 0 0 0 Rob Crain trustee 0.25 0.0 X 0 0 0 Gabriel Vazquez Grants Chair 1.0 0.0 X X 0 0 0 Roco Garca Espinoza TRUSTEE 0.25 0.0 X 0 0 0 Laura Benitez Geisler Grants Co Chair 0.75 0.0 X X 0 0 0 Aubrey Connatser TRUSTEE 0.5 0.0 X 0 0 0 Sean Hamada Trustee 0.5 0.0 X 0 0 0 Robert L Tobey Trustee 0.25 0.0 X 0 0 0 Michael K Hurst Trustee 0.25 0.0 X 0 0 0 Tamara Marinkovic Hines DBF Fellows Chair 0.35 0.0 X 0 0 0 Aaron Tobin Trustee 0.25 0.0 X 0 0 0 Stephanie Culpepper DBF Fellows Vice Chair 0.25 0.0 X 0 0 0 Krisi Kastl DBA President 0.15 0.0 X 0 0 0 Olesja Cormney Trustee 0.3 0.0 X 0 0 0 Steve Russell Trustee 0.35 0.0 X 0 0 0 Cheryl Camin Murray DBA President Elect 0.1 0.0 X 0 0 0 0 85203 32875 0 false false false 0 98052 514968 613020 FELLOWS LUNCHEON 900099 21847 21847 21847 95963 95963 0 0 22000 22000 0 22000 22000 102068 102068 102068 102068 63700 98052 110031 -46331 -46331 0 0 0 0 0 0 0 808567 21847 173700 156353 156353 40436 40436 0 0 136535 54615 54613 27307 0 0 0 0 6300 2520 2520 1260 0 0 8828 8828 0 1852 1852 0 0 0 1271 1271 1045 1045 0 0 0 0 20602 18957 1645 0 0 374834 374834 0 PROGRAM EXPENSE-OTHER PROGRAMS 2448 2448 PROGRAM EXPENSE-OTHER PROGRAMS 1888 1888 BANK CHARGE 1802 120 1682 OTHER EXPENSES 218 218 754412 275449 448544 30419 660731 597436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5212 5540 12692645 8120979 4946499 4571666 4757055 4500219 0 0 0 0 0 0 0 0 10369497 9674861 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2146570 1712038 8222927 7962823 10369497 9674861 10369497 9674861 54155 -748791 X false true X true false X 454498 420010 347743 1304134 613020 3139405 0 0 454498 420010 347743 1304134 613020 3139405 842876 2296529 79216 91525 78762 77829 117963 445295 0 0 3584700 82494 0.64065 0.65417 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208145 0 -20442 7061 180642 191594 0 47768 31218 208144 171562 0 25058 5026 191594 146699 0 23649 -1214 171562 166103 450 -19854 0 146699 1.00000 false false 635913 635913 11608593 7672840 3935753 5065 5065 0 326838 326838 0 116236 116236 0 4571666 0 0 X 169807 -748791 110031 -638760 808567 808567 864443 110031 110031 754412 754412 Uncertain Tax Positions under ASC 450 FORM 990, Schedule D, Part X, line 2: The Foundation is recognized by the Internal Revenue Service as tax-exempt under Section 501(c)(3) of the Internal Revenue Code, except to the extent that it has unrelated business income. For the years ending December 31, 2022 and 2021, the Foundation has no material net unrelated business income. Accordingly, no provision for income taxes has been provided in the accompanying financial statements. The Foundation is not recognized as a private Foundation. Management has concluded that any tax positions which would not meet the more-likely-than not criterion of Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) Topic 740-10, Accounting for Income Taxes, would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the operating statement or accrued in the statements of assets, liabilities and net assets. Federal and state tax returns of the Foundation are generally open to examination by the relevant taxing authorities for a period of three years from the date on which the returns are filed. INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS FROM 990, SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS SUCH AS THE MCCLEARY SCHOLASHIP FUND AND THE HON. HARLIN HALE FELLOWSHIP FUND ARE DESIGNATED TO BE AWARDED TO LAW STUDENTS. THE MCCLEARY SCHOLARSHIP CAN BE AWARDED TO A 2L OR 3L STUDENT BASED ON THE ACADEMIC ACHIEVEMENTS AND LEADERSHIP QUALITIES. THE HON. HARLIN HALE FELLOWSHIP WAS ESTABLISED AS AN ANNUAL SIX WEEK SUMMER FELLOWSHIP AT THE UNITED STATES BANKRUPTCY COURT IN THE NORTHERN DISTRICT OF TEXAS FOR EITHER A RISING 2L OR 3L STUDENT WITH AN EXPRESSED INTEREST IN BANKRUPTCY LAW. SEVERAL OTHER SCHOLARSHIPS AND CLERKSHIPS HAVE BEEN ESTABLISHED FOR THE BENEFIT OF SUPPORTING THE NEXT GENERATION OF LAWYERS EITHER WITH TUITION ASSISTANCE OR WITH INTERNSHIP OPPORTUNITES. Other Amount On Audit But Not On Return FROM 990, SCHEDULE D, PART XI & XII, LINE 2d Fundraising event expenses $110,031 EVENING WITH JA 161752 98052 63700 47497 62534 0 161752 98052 63700 47497 62534 110031 -46331 true SMU Dedman School of Law po box 750402 dallas TX 75275 750800689 501(c)(3) 53228 Legal education scholarship Dallas Bar Association Community Service Fund 2101 ross ave dallas TX 75201 752410525 501(c)(3) 25668 LEGAL EDUCATION PROFESSIONAL DEVELOPMENT OF LAWYERS UNT Dallas College of Law 106 S Harwood DALLAS TX 75201 751208151 501(C)(3) 30000 LAW EDUCATION SCHOLARSHIPS Texas A&M University School of Law 3315 Daniel Ave Dallas TX 75205 746000531 501(C)(3) 6000 Law Related Education 4 Collins Clerkships 5 25000 Wright Clerkship 1 5000 Baker Clerkship 1 6000 Probate Clerkship 2 4436 the organizations procedures for monitoring the use of grant funds in US FORM 990, Schedule I, Part I, Line 2: 1. THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FOR ORGANIZATIONS: THE GRANT APPLICANT MUST BE A NON-PROFIT ORGANIZATION, 501(C)(3), AND MUST NOT BE AN INDIVIDUAL. THE APPLICANT IS REQUIRED TO ANSWER ALL QUESTIONS ON THE GRANT APPLICATION AND MUST SUBMIT THE FOLLOWING ITEMS ALONG WITH THE APPLICATION: COVER LETTER; LIST OF BOARD OFFICERS AND TRUSTEES; FINANCIAL STATEMENTS. ANY FUNDS AWARDED MUST BE USED FOR THE PURPOSE STATED IN THE GRANT AWARD CONTRACT AND GRANT APPLICATION. GRANT RECIPIENTS MUST RETURN A SIGNED CONTRACT WHICH OUTLINES THEIR RESPONSIBILITY FOR USE OF THE GRANT AWARD AND FOR SUBMITTING FOLLOW-UP REPORTS ON HOW THE FUNDS WERE USED AND THE OUTCOMES ACHIEVED. NO FUNDS PROVIDED BY THE DALLAS BAR FOUNDATION MAY BE USED FOR ANY POLITICAL CAMPAIGN OR TO SUPPORT ATTEMPTS TO INFLUENCE LEGISLATION OF ANY GOVERNMENT BODY. IF THE RECIPIENT DOES NOT COMPLY WITH THE CONDITIONS OF THE CONTRACT, THE DALLAS BAR FOUNDATION RESERVES THE RIGHT TO CANCEL THE GRANT OR ASK THAT THE FUNDS BE RETURNED. 2. THE ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS FOR INDIVIDUALS:COLLINS CLERKSHIP - THE STUDENTS DO NOT APPLY FOR GRANTS. THEY APPLY FOR AND INTERVIEW FOR A SIX WEEK CLERKSHIP. DESHAZO-SMTIH PROBATE CLERKSHIPS - STUDENTS APPLY FOR CLERKSHIPS. IF SELECTED, THEY WILL BE ASSIGNED TO A PROBATE JUDGE IN THE DALLAS COUNTY COURTS WHO WILL SERVE AS A MENTOR DURING THE COURSE OF THE CLERKSHIP. STUDENTS SUBMIT A WORK REPORT AT THE END OF EACH MONTH TO THE DALLAS BAR FOUNDATION. form 990 review process FORM 990, PART VI, LINE 11b: The Form 990 is reviewed by the Executive Director and is presented at the Board of Trustees meeting for review. The audited financial statements are used in preparing the return. Any questions are reviewed and answered. The Executive Director may need to discuss a question with the accountant preparing the Form 990 if unable to answer the question herself. conflict of interest policy FORM 990, part vi, line 12C: There is a written conflict of interest policy which is reviewed with all DBF (DALLAS BAR FOUNDATION) board members at the first board meeting each year. Signed statements are obtained from board members indicating there is no conflict of interest in their role as a trustee. process of determining compensation Form 990, part Vi, lines 15a: THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTORS COMPENSATION INCLUDES REVIEW AND APPROVAL BY MEMBERS OF THE EXECUTIVE COMMITTEE (ALL INDEPENDENT PERSONS). MEMBERS OF THE EXECUTIVE COMMITTEE REVIEW THE EXECUTIVE DIRECTORS PERFORMANCE OUTCOMES, COMPARABILITY DATA, AND CURRENT FINANCIAL STATEMENTS. THIS PROCESS IS COMPLETED AT THE END OF EACH YEAR. public disclosure form 990, part vi, line 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. dallas bar association 2101 ross avenue dallas TX 75201 750758332 legal & edu TX 501(c)(6) false false true false false false false false false false true false false true true true true false false false