2025-11-14T17:59:40-05:00 2024-12-31 BRUCE E BERNSTIEN & ASSOCIATES 10440 N CENTRAL EXPRESSWAY STE 1040 DALLAS TX 75231 990 2024-01-01 237410031 DALLAS BAR FOUNDATION % ELIZABETH PHILIPP DALL 2142207487 2101 Ross Avenue dallas TX 75201 ELIZABETH PHILIPP EXECUTIVE DIRECTOR 2142207487 2025-11-14 true true P01424343 2147060840 2025-11-14 2024 2025-03-06 01:10:19Z elizabeth philipp 2101 ROSS AVE dallas TX 75201 1264518 false X www.dallasbarfoundation.org X 1971 TX To sponsor and encourage research, publications, institutes & forums for the furtherance of justice under the law; to establish scholarships and otherwise promote the study of law and research therein and the continuing education of lawyers; 16 16 0 45 0 441409 530732 26775 23675 112959 578101 20486 -380 601629 1132128 202692 291269 0 0 151769 153894 0 0 36272 429439 452915 783900 898078 -182271 234050 9967281 10164242 0 0 9967281 10164242 X The purpose or purposes for which the Foundation is organized are educational and charitable, and to that end the corporation is formed to sponsor and encourage research, publications, institutes and forums for the furtherance of justice under the law; to establish scholarships and otherwise promote the study of law and research therein and the continuing education of lawyers; to support legal aid for the indigent; to preserve historical structures, display historical memorabilia and conduct historical observances. false false 384200 291269 The Dallas Bar Foundation Scholarship and Awards Programs are described below: The Sarah T. Hughes Scholarship is granted by the Dallas Bar Foundation to enable talented law students to obtain a legal education in our community with the purpose of expanding access and opportunity for individuals whose experiences and perspectives are not widely represented in the legal community of North Texas. The Scholarship supports students whose journeys to law school reflect determination, resilience, and a strong sense of purpose by overcoming hardships or difficult paths. The Dallas Bar Foundation encourages applicants who are first in their families to attend higher education; have entered law school after pursuing other careers or after overcoming personal or societal challenges; or who balance work, family, or military service while pursuing their legal education. Collins Clerkships provide six-week summer internships to law students at the Fifth District Court of Appeals, the Dallas County District Attorney's Office, the Dallas County Public Defender's Office, the Dallas City Attorney's Office or the City of Irivng Attorney's Office, a Dallas Court Civil District Court. The Stephen H. Philbin II Fellowship is awarded to law students interested in First Amendment and Media Law. The students complete a six-week fellowship at the First Amendment Clinic at Southern Methodist University School of Law. The Stephen H. Philbin II Award for Excellence in Legal Reporting has been awarded since 1983. Journalists in Texas are able to submit an entry which meets the criteria. It is the only such award in the state. The Intellectual Property Scholarship is awarded to students demonstrating an interest in intellectual property law and who are attending SMU Dedman School of Law, the University of Texas at Dallas College of Law and the Texas A&M University School of Law. Several other summer internships include the Hon. Harlin Hale Fellowship at the U.S. Bankruptcy Court - Northern District of Texas, the Justice Wright Internship at the Fifth District Court of Appeals, the Hon. Nikki DeShazo and Edward Smith Probate Clerkship at the Dallas County Probate Court, and the Bob Mow judicial internship at the U.S. District Court - Northern District of Texas. THE GRANTS FOR 2024 INCLUDE: 1. SPECIAL BOARD APPROVED GRANT OF $50,000 TO THE DALLAS HISTORICAL SOCIETY FOR THE PURPOSE OF PRESERVING THE HISTORICAL DOCUMENTS AND ITEMS OF THE DALLAS BAR ASSOCIATION AND DALLAS BAR FOUNDATION. THE DALLAS HISTORICAL SOCIETY COLLECTS, PRESERVES, AND EXHIBITS THE DIVERSE HISTORY OF OUR COMMUNITY TO EDUCATE AND INSPIRE PRESENT AND FUTURE GENERATIONS. THE 150 YEAR HISTORY OF THE DALLAS BAR ASSOCIATION IS AN IMPORTANT PART OF THE SOCIAL, ECONOMIC AND POLITICAL HISTORY OF DALLAS AND HAVING THE DALLAS BAR ASSOCIATION'S HISTORICAL DOCUMENTS AND ARTIFACTS ARCHIVED AND SECURELY STORED BY THE DALLAS HISTORICAL SOCIETY WILL ALLOW THE "DALLAS BAR ASSOCIATION COLLECTION" TO BE AVAILABLE TO SCHOLARS AND RESEARCHERS. HISTORIANS, BIOGRAPHERS, GENEALOGISTS AND STUDENTS WOULD BE AFFORDED ACCESS TO THE PAPERS IN THE SAME MANNER AS FOR ALL OTHER OF THE DALLAS HISTORICAL SOCIETY COLLECTIONS. . 2. 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. 158 TEAMS COMPETED IN THE STATE COMPETION. THE WINNING TEAM, DISD BOOKER T. WASHINGTON HIGH SCHOOL, ADVANCED TO THE NATIONAL HIGH SCHOOL MOCK TRIAL COMPETITION IN DELAWARE AND WAS SELECTED AS ONE OF THE TOP 2 TEAMS TO COMPETE IN THE FINAL ROUND. 3. ADVOCATES FOR COMMUNITY TRANSFORMATION (ACT) RECEIVED A GRANT FOR THE PURPOSE OF ADDING CAPACITY FOR RECORD GATHERING FOR EXPANDING THEIR DOCKET AND LEGAL ADVOCACY WORK. MORE COMPLEX CASES, MULTI-FAMILY AND COMMERCIAL, REQUIRE MORE RECORDS AND RESEARCH. RECORDS ARE REQUESTED FROM THE POLICE DEPT (PATROL AND NARCOTICS), FIRE DEPT, CODE COMPLIANCE AND INCIDENT AND ARREST REPORTS DOCUMENTING WHAT IS FOUND ON THE PROPERTY. PROPERTY DEEDS AND VITAL RECORDS RELATED TO OCCUPANTS AND OWNERSHIP ARE ALSO REQUESTED. 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 WHICH BECOME SITES OF CRIMINAL ACTIVITY SUCH AS DRUG DEALING AND GANGS, ETC. WHICH AFFECTS THE SECURITY AND WELL BEING OF THE RESIDENTS OFTEN CAUSING THEM TO REMAIN INDOORS FEARFUL OF THEIR SAFETY. 4. DALLAS EVICTION AVOCACY CENTER RECEIVED A GRANT TO SUPPORT THE PRINTING OF 10,000 OUTREACH FLIERS TO DISTRIBUTE. THE FLIERS DISCUSS WHAT THE TENANTS RIGHTS ARE WHEN IT COMES TO EVICTION AND DIRECTS THEM TO SEEK THE LEGAL ASSISTANCE OF THE DALLAS EVICTION ADOVACY CENTER AND THEIR PRO BONO ATTORNEYS. FLIERS ARE DISTRIBUTED AT HEATLH CENTERS, COMMUNITY CENTERS, NON-PROGIT ORGANIZATIONS PROVIDING SOCIAL SERIVES AND COUNSELING. 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. 6. ANNUAL GRANT TO SUPPORT THE DALLAS BAR ASSOCIATION LAW DAY EVENT TO RECOGNIZE TEACHERS AND STUDENTS IN THE DALLAS INDEPENDENT SCHOOL DISTRICT WHO PARTICIPATE IN AN ANNUAL CIVICS CONTEST CENTERED ON A DIFFERENT THEME EACH YEAR. THE TOP 3 FINALISTS IN EACH CATEGORY WHICH INCLUDES THE WINNING TEACHERS, STUDENTS AND THEIR FAMILIES ARE INVITED TO RECEIVE THEIR AWARDS AT THE LAW DAY LUNCHEON AND HEAR A RECOGNIZED LAWYER SPEAK ON THE THEME FOR THE YEAR. ELEMENTARY GRADE STUDENTS SUBMIT ARTWORK, MIDDLE SCHOOL STUDENTS SUBMIT ESSAYS, AND HIGH SCHOOL STUDENTS SUBMIT EDITORIALS / PHOTOS THAT CAPTURE THE THEME SELECTED FOR LAW DAY. THE GRANT ALSO PROVIDES FOR RECOGNITION AWARDS FOR THE STUDENTS AND THEIR TEACHERS WHO ARE SELECTED AS WINNERS IN VARIOUS LAW DAY EVENTS. 384200 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 13 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 91089 16748 Bradley Weber TRUSTEE 0.25 0.0 X 0 0 0 Tricia DeLeon Immediate Past Chair 0.75 0.0 X X 0 0 0 Jerry C Alexander Trustee 0.25 0.0 X 0 0 0 Joel Crouch Chair 3.5 0.0 X X 0 0 0 Rob Crain DBF Fellows Chair 0.25 0.0 X 0 0 0 Gabriel Vazquez Vice Chair 0.75 0.0 X X 0 0 0 Roco Garca Espinoza Grants Vice Chair 0.75 0.0 X X 0 0 0 Laura Benitez Geisler Secretary-Treasurer 1.5 0.0 X X 0 0 0 Robert L Tobey Grants Chair 1.0 0.0 X X 0 0 0 Michael K Hurst Trustee 0.25 0.0 X 0 0 0 Aaron Tobin Trustee 0.35 0.0 X 0 0 0 Stephanie Culpepper TRUSTEE 0.1 0.0 X 0 0 0 Krisi Kastl Trustee 0.25 0.0 X 0 0 0 Olesja Cormney Trustee 0.3 0.0 X 0 0 0 Cheryl Camin Murray TRUSTEE 0.25 0.0 X 0 0 0 William Mateja DBA President 0.15 0.0 X 0 0 0 Karen Washington DBF Fellows Vice Chair 0.1 0.0 X 0 0 0 Greg Nochese TRUSTEE 0.25 0.0 X 0 0 0 Vicki Blanton DBA President Elect 0.1 0.0 X 0 0 0 0 91089 16748 0 false false false 0 163286 367446 530732 FELLOWS LUNCHEON 900099 23675 23675 23675 146596 146596 0 0 22000 22000 0 22000 22000 431505 431505 431505 110010 163286 132390 -22380 -22380 0 0 0 0 0 0 0 1132128 23675 146216 234152 234152 57117 57117 0 0 147116 58845 58848 29423 0 0 0 0 6778 2711 2711 1356 0 0 10016 10016 0 0 0 0 0 808 808 2133 2133 0 0 0 0 24037 20769 3268 0 0 374834 374834 0 OTHER EXPENSE 21185 21185 PROGRAM EXPENSE-OTHER PROGRAMS 10606 10606 BANK CHARGE 3187 3187 PRINTING & PHOTOCOPIES 616 616 5493 5493 898078 384200 477606 36272 761262 640015 0 0 0 0 0 5280 0 0 0 0 0 0 0 0 5542 0 12692645 8870646 4196832 3821999 5003645 5696948 0 0 0 0 0 0 0 0 9967281 10164242 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1976049 2136606 7991232 8027636 9967281 10164242 9967281 10164242 234050 -37089 X false true X true false X 347743 1304134 613020 441409 530732 3237038 0 0 347743 1304134 613020 441409 530732 3237038 829477 2407561 78762 77829 117963 141278 168596 584428 0 0 3821466 85819 0.63001 0.63308 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 209559 100000 21658 0 331217 180642 0 29064 147 209559 208145 0 -20442 7061 180642 191594 0 47768 31218 208144 171562 0 25058 5026 191594 1.00000 false false 635913 635913 11608593 8422507 3186086 5065 5065 0 326838 326838 0 116236 116236 0 3821999 0 0 X 1227429 -37089 132390 95301 1132128 1132128 1030468 132390 132390 898078 898078 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 31,2024 and 2023, 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 $132,390 BAR NONE PRODUC 159346 100236 59110 8475 4401 49722 EVENING WITH An 113950 63050 50900 36056 33736 0 273296 163286 110010 8475 40457 83458 132390 -22380 true SMU Dedman School of Law po box 750402 dallas TX 75275 750800689 501(c)(3) 39095 Legal education scholarship Dallas Bar Association Community Service Fund 2101 ross ave dallas TX 75201 752410525 501(c)(3) 47950 LEGAL EDUCATION PROFESSIONAL DEVELOPMENT OF LAWYERS UNT Dallas College of Law 106 S Harwood DALLAS TX 75201 751208151 501(C)(3) 52820 LAW EDUCATION SCHOLARSHIPS Texas A&M University School of Law 3315 Daniel Ave Dallas TX 75205 501(C)(3) 9500 Law Related Education Dallas Historical Society PO Box 150038 Dallas TX 75315 750851204 501(c)(3) 50000 Historical Preservation Dallas Eviction Advocacy Center 2921 Leeshire Dr Dallas TX 75228 861742216 501(c)(3) 5910 Legal Aid 6 Collins Clerkships 3 18667 Wright Internship 1 5000 Baker Clerkship 1 5417 Hale Fellowship 1 5000 Philbin Fellowship 2 13333 Summer Law Intern Grant 3 4700 MOW INTERNSHIP 1 5000 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