2024-11-15T15:18:36-06:00 2023-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2023-01-01 237410031 DALLAS BAR FOUNDATION % ELIZABETH PHILIPP DALL 2142207487 2101 Ross Avenue dallas TX 75201 ELIZABETH PHILIPP EXECUTIVE DIRECTOR 2142207487 2024-11-15 true true BRUCE E BERNSTIEN P01424343 2147060840 2024-11-15 2023 2024-10-15 13:58:12Z elizabeth philipp 2101 ROSS AVE dallas TX 75201 735684 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. 15 15 0 40 0 613020 441409 21847 26775 198031 112959 -24331 20486 808567 601629 196789 202692 0 0 142835 151769 1852 0 26480 412936 429439 754412 783900 54155 -182271 9674861 9967281 0 0 9674861 9967281 X 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 294200 202692 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 8 HUGHES SCHOLARS ATTENDING LAW SCHOOL IN THE SPRING SEMESTER AND 6 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 SCHOOLS WHO HAVE DEMONSTRATED AN INTEREST IN INTELLECTUAL PROPERTY LAW. 5. SEVERAL SUMMER LAW INTERNSHIPS FOR LAW STUDENTS ARE AWARDED EACH YEAR AND INCLUDE: THE HON. CAROLYN WRIGHT INTERNSHIP AT THE FIFTH DISTRICT COURT OF APPEALS, THE JUSTICE JAMES A BAKER CLERKSHIP AT THE SUPREME COURT OF TEXAS, THE HON. HARLIN HALE FELLOWSHIP AT THE U.S. BANKRUPTCY COURT, THE STEPHEN PHILBIN FELLOWSHIP AT THE FIRST AMENDMENT CLINIC. THE GRANTS FOR 2023 INCLUDE: 1. ANNUAL GRANT TO SUPPORT THE DALLAS BAR ASSOCIATION HIGH SCHOOL MOCK TRIAL PROGRAM AND STATE COMPETITION HELD IN DALLAS. THE DBA HIGH SCHOOL MOCK TRIAL PROGRAM INVOLVED OVER 1600 HIGH SCHOOL STUDENTS INVOLVED IN LAW RELATED EDUCATION. 160 TEAMS COMPETED IN THE STATE COMPETION. THE WINNING TEAM ADVANCES TO THE NATIONAL HIGH SCHOOL MOCK TRIAL COMPETITION. 2. ADVOCATES FOR COMMUNITY TRANSFORMATION (ACT) RECEIVED A GRANT FOR THE PURPOSE OF UPGRADING THEIR CURRENT CASE LAW RESEARCH SERVICE WHICH WILL ADD CAPACITY TO CONDUCT MORE ADVANCED RESEARCH FOR THEIR LEGAL ADVOCACY WORK. THIS INFORMATION IS USED BY BOTH THE STAFF AND THE PRO-BONO ATTORNEYS REPRESENTING UNDERSERVED CLIENTS IN THEIR QUEST TO USE THE JUSTICE SYSTEM IN FIGHTING CRIME IN THEIR NEIGHBORHOOD AND HOLDING PROPERTY OWNERS RESPONSIBLE FOR CODE ENFORCEMENT ISSUES OF ABANDONED OR NEGLECTED PROPERTIES. 3. LONE STAR JUSTICE ALLIANCE RECEIVED A GRANT TO SUPPORT A SERIES OF TRAINING FOR PRO-BONO ATTORNEYS WHO WILL SERVE MORE THAN 70 SURVIVORS OF ABUSE. THE MISSION OF LONE STAR JUSTICE ALLIANCE IS TO END THE INCARCERATION OF CHILDREN WHO ARE SURVIVORS OF ABUSE AND TO OBTAIN CLEMENCY FOR THOSE WHO HAVE ALREADY BEEN CONVICTED OF CRIMES AS A RESULT OF THEIR ABUSE. 4. GENESIS WOMEN'S SHELTER RECEIVED A GRANT TO SUPPORT THE EXPENSES ASSOCIATED WITH CONINUTING LEGAL EDUCATION FOR THE STAFF ATTORNEYS. 5. THE ENTREPRENUERS IN LAWYERING PROGRAM RECEIVED A GRANT TO CONTINUE CREATING A PIPELINE OF SOCIALLY CONSCIOUS LAWYERS WHO WANT TO LAUNCH A SOLO OR SMALL FIRM PRACTICE THAT CATERS TO LOW INCOME CLIENTELE. THE PROGRAM PARTICIPANTS IN THE ONE YEAR PROGRAM START WITH AN ALL-DAY TRAINING ON ESTABLISHING A PRACTICE, CREATING A BUSINESS PLAN, BUDGETING, BILLING, ETC. THROUGHOUT THE YEAR THEY CONTINUE TO MEET WITH INSTRUCTORS AND ARE ASSIGNED A MENTOR. PROGRAM PARTICIPANTS ARE NOT CHARGED ANY FEES FOR THE SERVICES THEY RECEIVE FROM THE PROGRAM AND AGREE TO PROVIDE MANDATORY PRO-BONO HOURS. 294200 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 12 0 true 0 false false false false false true true false false false false false false X 15 15 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 85657 10634 Bradley Weber Immediate Past Chair 0.5 0.0 X X 0 0 0 Tricia DeLeon Chair 2.0 0.0 X X 0 0 0 Jerry Alexander Trustee 0.2 0.0 X 0 0 0 Joel Crouch Vice Chair 0.25 0.0 X X 0 0 0 Rob Crain trustee 0.25 0.0 X 0 0 0 Gabriel Vazquez Secretary-Treasurer 0.5 0.0 X X 0 0 0 Roco Garca Espinoza TRUSTEE 0.25 0.0 X 0 0 0 Laura Benitez Geisler Grants Chair 0.5 0.0 X X 0 0 0 Aubrey Connatser TRUSTEE 0.35 0.0 X 0 0 0 Robert L Tobey Grants Co Chair 0.5 0.0 X X 0 0 0 Michael K Hurst Trustee 0.25 0.0 X 0 0 0 Aaron Tobin Trustee 0.25 0.0 X 0 0 0 Stephanie Culpepper DBF Fellows Chair 0.25 0.0 X 0 0 0 Krisi Kastl Trustee 0.25 0.0 X 0 0 0 Olesja Cormney Trustee 0.5 0.0 X 0 0 0 Cheryl Camin Murray DBA President Elect 0.1 0.0 X 0 0 0 William Mateja DBA President Elect 0.1 0.0 X 0 0 0 Karen Washington DBF Fellows Sec-Treasurer 0.1 0.0 X 0 0 0 0 85657 10634 0 false false false 0 197253 244156 441409 FELLOWS LUNCHEON 900099 26775 26775 26775 119278 119278 0 0 22000 22000 0 22000 22000 6319 -6319 -6319 -6319 126222 197253 127736 -1514 -1514 0 0 0 0 0 0 0 601629 26775 133445 159818 159818 42874 42874 0 0 145008 58002 58004 29002 0 0 0 0 6761 2705 2704 1352 0 0 9920 9920 0 0 0 0 0 620 620 3158 3158 0 0 0 0 22370 21568 802 0 0 374834 374834 0 OTHER EXPENSE 9746 9746 PROGRAM EXPENSE-OTHER PROGRAMS 9233 9233 BANK CHARGE 2150 2150 PROGRAM EXPENSE-OTHER PROGRAMS 1282 1282 -3874 -3874 783900 294200 463220 26480 597436 761262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5540 5542 12692645 8495813 4571666 4196832 4500219 5003645 0 0 0 0 0 0 0 0 9674861 9967281 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1712038 1976049 7962823 7991232 9674861 9967281 9674861 9967281 -182271 474691 X false true X true false X 420010 347743 1304134 613020 441409 3126316 0 0 420010 347743 1304134 613020 441409 3126316 825918 2300398 91525 78762 77829 117963 141278 507357 0 0 3633673 86194 0.63308 0.64065 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180642 0 29064 147 209559 208145 0 -20442 7061 180642 191594 0 47768 31218 208144 171562 0 25058 5026 191594 146699 0 23649 -1214 171562 1.00000 false false 635193 635913 11608593 8047674 3560919 5065 5065 0 326838 326838 0 116236 116236 0 4196832 0 0 X 1204056 474691 127736 602427 601629 601629 911636 127736 127736 783900 783900 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, 2023 and 2022, 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 $127,736 EVENING WITH AR 165600 94900 70700 46349 28528 BAR NONE PRODUC 157875 102353 55522 7437 3101 42321 0 323475 197253 126222 7437 49450 70849 127736 -1514 true SMU Dedman School of Law po box 750402 dallas TX 75275 750800689 501(c)(3) 40257 Legal education scholarship Dallas Bar Association Community Service Fund 2101 ross ave dallas TX 75201 752410525 501(c)(3) 42900 LEGAL EDUCATION PROFESSIONAL DEVELOPMENT OF LAWYERS UNT Dallas College of Law 106 S Harwood DALLAS TX 75201 751208151 501(C)(3) 47465 LAW EDUCATION SCHOLARSHIPS 3 Collins Clerkships 2 10000 Wright Internship 1 5000 Baker Clerkship 1 6500 Probate Clerkship 1 2774 Hale Fellowship 1 5000 Philbin Fellowship 1 5000 Alexander Internship 1 5000 Summer Law Intern Grant 3 3600 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 false false false false false false false false true false false true true true true false false false