2025-11-13T09:54:25-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990 2024-01-01 730710244 OKLAHOMA BAR FOUNDATION OKLA 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 DEANNA HARTLEY-KELSO PAST PRESIDENT 4054167070 2025-11-12 1 0 ASHLEY M FOGLE P01258800 4058482020 2025-11-12 2024 2025-03-06 01:10:19Z ALLEN HUTSON 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 19253339 0 X WWW.OKBARFOUNDATION.ORG/OBF X 1949 OK THE OKLAHOMA BAR FOUNDATION PROVIDES ANNUAL FUNDING THROUGH GRANTS TO PROMOTE THE ADVANCEMENT OF JUSTICE, TO PROVIDE CRITICAL CIVIL LEGAL SERVICES TO THOSE IN NEED, AND TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE AMERICAN LEGAL SYSTEM. 27 27 4 27 0 0 8528077 8143669 0 0 594083 948001 463 0 9122623 9091670 1801493 3246781 0 0 477790 511926 0 0 118244 305936 354015 2585219 4112722 6537404 4978948 26417532 33821010 44986 86148 26372546 33734862 X THE OKLAHOMA BAR FOUNDATION PROVIDES ANNUAL FUNDING THROUGH GRANTS TO PROMOTE THE ADVANCEMENT OF JUSTICE, TO PROVIDE CRITICAL CIVIL LEGAL SERVICES TO THOSE IN NEED, AND TO INCREASE PUBLIC AWARENESS AND UNDERSTANDING OF THE AMERICAN LEGAL SYSTEM. 0 0 2787654 2640967 OBF LEGAL SERVICES GRANTS. THE OBF PROVIDES ANNUAL GRANT FUNDS TO NON-PROFIT ORGANIZATIONS IN OKLAHOMA THAT FURNISH CIVIL LEGAL AID AND ADVOCACY SERVICES TO OKLAHOMANS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD THESE CRITICAL SERVICES. THIS FUNDING SEEKS TO ENSURE THAT JUSTICE IS POSSIBLE FOR ALL OKLAHOMA CHILDREN, SENIORS, VETERANS, VICTIMS OF DOMESTIC VIOLENCE AND OTHER INDIVIDUALS WHO ARE IN NEED OF SUCH SERVICES. ANNUAL GRANTS ARE ALSO AWARDED TO NON-PROFITS THAT PROVIDE LAW-RELATED EDUCATION PROGRAMS TO OKLAHOMANS, INCLUDING STUDENTS FROM GRADE SCHOOL THROUGH HIGH SCHOOL. IN 2024, THE OBF AWARDED GRANTS TO 54 SEPARATE ORGANIZATIONS TO PROVIDE CIVIL LEGAL AID SERVICES AND LAW RELATED EDUCATION PROGRAMS TO OKLAHOMA CITIZENS. IT IS ESTIMATED THAT SOME 100,000 INDIVIDUALS/FAMILIES RECEIVED LAW-RELATED SERVICES. 285946 267496 OBF COURT GRANTS. THE OBF PROVIDES ANNUAL GRANT FUNDS TO DISTRICT AND APPELLATE COURTS ACROSS THE STATE TO HELP ADVANCE AND IMPROVE THE ADMINISTRATION OF JUSTICE BY UPDATING AND IMPROVING COURTROOM TECHNOLOGY, WHICH WOULD PROBABLY NOT OCCUR IF NOT FOR OBF FUNDING. IN 2024, THE OBF AWARDED GRANTS TO 7 DIFFERENT OKLAHOMA DISTRICT COURTS TO FUND COURT ROOM TECHNOLOGY TOOLS SUCH AS SMARTBOARDS FOR USE BY COURT ADMINISTRATORS AND LITIGANTS. 305625 255906 IN 2024, THE OBF APPROVED GRANTS IN THE AMOUNT OF $255,906 TO 5 DIFFERENT NON-PROFIT ORGANIZATIONS AND PROGRAMS ACROSS THE STATE OF OKLAHOMA TO PROVIDE LEGAL SERVICE AID TO LOW-INCOME POPULATIONS IN THE AREAS OF COMMUNITY REDEVELOPMENT AND MORTGAGE FORECLOSURE DEFENSE. THE GRANTS WERE FUNDED BY DISTRIBUTIONS MADE PURSUANT TO A GLOBAL SETTLEMENT AGREEMENT OF SEVERAL LAWSUITS BROUGHT BY THE US DEPARTMENT OF JUSTICE AGAINST ENTITIES WHO ALLEGEDLY COMMITTED ACTS THAT CONTRIBUTED TO THE 2008 HOUSING MARKET FINANCIAL COLLAPSE. 91485 82412 IN 2024, THE OKLAHOMA BAR FOUNDATION AWARDED FOUR RURAL SERVICE COURT REPORTER GRANTS TOTALING $15,000 TO JERREE INGRAM, DARALYN THOMPSON, JILLIAN TEEL, AND RETTA BRITTAIN IN SUPPORT OF THEIR COMMITMENT TO SERVE IN RURAL OKLAHOMA COUNTIES FOR A THREE-YEAR TERM. ADDITIONALLY, THE FOUNDATION AWARDED ONE EMERGENCY GRANT OF $1,400 TO THE DISTRICT COURT OF PITTSBURG COUNTY TO REPLACE A BROKEN LAPTOP ESSENTIAL TO THE COURTROOM RECORDING SYSTEM. A $30,000 EDUCATION BLOCK GRANT WAS ALSO AWARDED TO OSU-OKC TO SUPPORT ITS COURT REPORTER TRAINING PROGRAM. 91485 82412 3470710 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X RENEE DEMOSS 4054167070 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 731054901 ALLEN L HUSTON PRESIDENT 8.00 X X 0 0 0 JIM DOWELL PRESIDENT ELECT 8.00 X X 0 0 0 M COURTNEY BRIGGS VICE PRESIDENT 8.00 X X 0 0 0 ANDREW SHANK SECRETARY 8.00 X X 0 0 0 LEANNE MCGILL TREASURER 1.00 X X 0 0 0 JUDGE DEANNA HARTLEY-KELSO PAST PRESIDENT 1.00 X X 0 0 0 LUKE ADAMS TRUSTEE 1.00 X 0 0 0 A WAYNE BILLINGS TRUSTEE 1.00 X 0 0 0 SHEA BRACKEN TRUSTEE 1.00 X 0 0 0 BOB BURKE TRUSTEE 1.00 X 0 0 0 ANDREW CARRUTH TRUSTEE 1.00 X 0 0 0 ALISON CAVE TRUSTEE 1.00 X 0 0 0 TIECE DEMPSEY TRUSTEE 1.00 X 0 0 0 DYLAN ERWIN TRUSTEE 1.00 X 0 0 0 SHINY MATHEW TRUSTEE 1.00 X 0 0 0 JUSTIN D MEEK TRUSTEE 1.00 X 0 0 0 APRIL MOANING TRUSTEE 1.00 X 0 0 0 TERRY MASON MOORE TRUSTEE 1.00 X 0 0 0 BRETT MORTON TRUSTEE 1.00 X 0 0 0 JUDGE RICHARD OGDEN TRUSTEE 1.00 X 0 0 0 RYAN RAY TRUSTEE 1.00 X 0 0 0 BEN RUSS TRUSTEE 1.00 X 0 0 0 CAROLINE M SHAFFER SIEX TRUSTEE 1.00 X 0 0 0 TODD TAYLOR TRUSTEE 1.00 X 0 0 0 DAVID W VAN METER TRUSTEE 1.00 X 0 0 0 EDDIE VALDEZ TRUSTEE 1.00 X 0 0 0 KEN WILLIAMS TRUSTEE 1.00 X 0 0 0 RENEE DEMOSS EXECUTIVE DIRECTOR 38.00 X 173877 0 31424 173877 0 31424 1 0 1 0 0 130132 8013537 8143669 987044 987044 10122626 10161669 -39043 -39043 -39043 9091670 0 0 948001 3146600 3146600 100181 100181 205301 57804 100373 47124 224227 63134 109622 51471 27300 7687 13347 6266 26533 7471 12972 6090 28565 8043 13966 6556 38200 38200 60356 60356 130152 36000 94152 29068 14557 14511 32815 20337 12463 15 27302 5851 21191 260 1434 1434 11799 11799 9612 545 8623 444 DUES AND SUBSCRIPTIONS 10658 2500 8140 18 EMPLOYEE HIRING AND TRA 2411 2411 DEVELOPMENT EXPENSE 208 208 4112722 3470710 523768 118244 20068 209411 6923240 6397200 10998 12056 10674 13098 132271 118646 13625 13625 19418914 27152940 20013 22680 26417532 33821010 29835 9255 15151 76893 44986 86148 X 16575350 23282868 9797196 10451994 26372546 33734862 26417532 33821010 4978948 2383368 0 X 0 1 X 1 0 X 1344697 1069596 1102299 8528077 8143669 20188338 1344697 1069596 1102299 8528077 8143669 20188338 20188338 323526 332998 354190 606610 987044 2604368 463 463 22793169 0.88570 0.87060 X 3764326 592811 25762 4331375 3220029 582451 38154 3764326 3986349 -673315 93005 3220029 3532833 536955 83439 3986349 3131057 474100 72324 3532833 0.13800 0.86200 1 0 132271 118646 13625 13625 11414682 2383368 2383368 9031314 60356 60356 9091670 4052366 0 4052366 60356 60356 4112722 PART V, LINE 4: UNDER OBF'S INVESTMENT 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. 1 BILL OF RIGHTS INSTITUTE 1310 N COURTHOUSE RDSTE 620 ARLINGTON VA 222012572 480891418 501(C)(3) 20000 0 TO PROVIDE CIVICS EDUCATION AND TEACHER TRAINING IN OKLAHOMA SCHOOLS. CANADIAN COUNTY CASA INC 7905 EAST HIGHWAY 66 EL RENO OK 73036 470855453 501(C)(3) 30000 0 COURT ADVOCATES CASA FOR KIDS INC 315 W SIXTH AVE SUITE 205 STILLWATER OK 74074 731396936 501(C)(3) 25000 0 COURT ADVOCATES CASA OF NORTHEAST OKLAHOMA INC 658 S LYNN RIGGS BLVD CLAREMORE OK 74017 731482426 501(C)(3) 35000 0 COURT ADVOCATES CASA OF OKLAHOMA COUNTY 1608 NW EXPRESSWAY SUITE 101 OKLAHOMA CITY OK 73118 134364692 501(C)(3) 30000 0 COURT ADVOCATES CASA OF PAWNEEOSAGE COUNTY 500 HARRISON RM 100 PAWNEE OK 74058 730777705 501(C)(3) 35000 0 COURT ADVOCATES CASA OF SOUTHERN OKLAHOMA INC 20 B STREET SW STE 401 ARDMORE OK 73401 731386337 501(C)(3) 25000 0 COURT ADVOCATES CASA OF WESTERN OKLAHOMA PO BOX 485 WEATHERFORD OK 73096 821169044 501(C)(3) 25000 0 COURT ADVOCATES CATHOLIC CHARITIES OF EASTERN OKLAHOMA PO BOX 580460 TULSA OK 74158 530196617 509(A) 35000 0 GENERAL OPERATIONS CATHOLIC CHARITIES OF OKC 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 730636561 501(C)(3) 60000 0 GENERAL OPERATIONS CENTER FOR CHILDREN & FAMILIES INC 210 SOUTH COCKREL NORMAN OK 73071 730933253 501(C)(3) 30000 0 DIVORCE & CO-PARENTING SERVICES CHILD ADVOCACY NETWORK 73-1325326 TULSA OK 74129 731325326 509(A) 30000 0 MULTI-DISCIPLINARY CHILD ABUSE TEAM PROGRAM CITIZENS FOR JUVENILE JUSTICE 5905 N CLASSEN CT SUITE 202 OKLAHOMA CITY OK 73118 731389260 501(C)(3) 22870 0 OKLAHOMA COUNTY JUVENILE BUREAU LITERACY INITIATIVE COMMUNITY ACTION AGENCY OF OKC 319 SW 25TH STREET OKLAHOMA CITY OK 73109 730753739 501(C)(3) 57500 0 GENERAL OPERATIONS COMMUNITY CRISIS CENTER INC 319 SW 25TH STREET OKLAHOMA CITY OK 73109 730753739 501(C)(3) 22454 0 GENERAL OPERATIONS DISTRICT COURT OF DELAWARE COUNTY 327 S 5TH STREET JAY OK 74346 115(A) 83000 0 UPGRADE SOUND SYSTEMS IN 3 COURTROOM DISTRICT COURT OF OKLAHOMA COUNTY 321 PARK AVE ROOM 322 OKC OK 73102 115(A) 28050 0 SEVEN 43" INTERACTIVE DISPLAYS FOR ALL 7 FLOORS OF THE COURT HOUSE. DISTRICT COURT OF OKMULGEE COUNTY 314 W 7TH STREET OKMULGEE OK 74447 115(A) 76089 0 FUNDING TO INSTALL AUDIO/VISUAL EQUIPMENT IN COURT ROOM #2 DISTRICT COURT OF PITTSBURG COUNTY 115 E CARL ALBERT PARKWAY MCALESTER OK 74501 115(A) 35381 0 COURTROOM A/V UPGRADES AND EMERGENCY TECH REPLACEMENTS FOR RECORDINGS. DISTRICT COURT OF TULSA COUNTY 500 S DENVER RM 637 TULSA OK 74103 115(A) 44964 0 NEW SOUND SYSTEMS FOR 2 COURTROOMS & REPLACE DIGITAL RECORDERS FOR COURT REPORTERS. DVIS INC 3124 E APACHE STREET TULSA OK 74110 731028332 501(C)(3) 35000 0 DVIS LEGAL PROGRAM GREEN COUNTRY HABITAT FOR HUMANITY 6235 E 13TH STREET TULSA OK 74112 731325063 501(C)(3) 10000 0 TO SUPPORT DOWN PAYMENT ASSISTANCE FOR AFFORDABLE HOUSING AS PART OF THE NORTH TULSA INITIATIVE. HISTORICAL SOCIETY OF THE US DISTRICT COURT FOR THE WESTERN DISTRICT OF O 215 DEAN A MCGEE AVE SUITE 155 OKLAHOMA CITY OK 73102 800742925 501(C)(3) 30000 0 JUDICIAL LEARNING CENTER: SIGNIFICANT CASES PROGRAM DEVELOPMENT PHASE 2 OF THE MACHINE GUN KELLY TRIAL LATITUDE LEGAL ALLIANCE 5350 S WESTERN SUITE 700 OKLAHOMA CITY OK 73109 932034714 501(C)(3) 60000 0 GENERAL OPERATIONS LAWYERS HELPING LAWYERS FOUNDATION 1901 N LINCOLN BLVD OKLAHOMA CITY OK 73105 200705295 501(C)(3) 210000 0 GENERAL OPERATIONS LEGAL AID SERVICES OF OKLAHOMA 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731022203 509(A) 140000 0 MORTGAGE FORECLOSURE LEGAL AID SERVICES OF OKLAHOMA 2915 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731022203 509(A) 60000 0 MORTGAGE FORECLOSURE MARIE DETTY YOUTH & FAMILY SERVICES PO BOX 408 LAWTON OK 73502 731118322 501(C)(3) 30000 0 COURT ADVOCATES MARY ABBOTT CHILDREN'S HOUSE 231 EAST SYMMES NORMAN OK 73069 731512416 501(C)(3) 22000 0 FORENSIC INTERVIEW PROGRAM AND CLIENT SERVICES MENTAL HEALTH ASSOCIATION OF OKLAHOMA 5330 EAST 31ST STREET SUITE 1000 TULSA OK 74135 730657931 501(C)(3) 35000 0 CASE MANAGER WITH THE SPECIAL SERVICES DOCKET OCU LAW SCHOOL 800 N HARVEY SUITE 230 OKLAHOMA CITY OK 73103 730579265 509(A) 196100 0 AMERICAN INDIAN WILLS CLINIC & HELP PROGRAM OKLAHOMA ACCESS TO JUSTICE 907 S DETROIT SUITE 725 TULSA OK 74120 823829850 501(C)(3) 65000 0 GENERAL OPERATIONS OKLAHOMA BAR ASSOCIATION PO BOX 53036 OKLAHOMA CITY OK 73152 730618833 501(C)(3) 85000 0 MOCK TRIAL PROGRAM OKLAHOMA CASA ASSOCIATION 2000 N CLASSEN BLVD STE N100 OKLAHOMA CITY OK 73106 731333538 501(C)(3) 27000 0 STATEWIDE TRAINING FOR CASA VOLUNTEERS AND LOCAL PROGRAMS OKLAHOMA GUARDIAN AD LITEM INSTITUTE 1701 SIGNAL RIDGE DRIVE SUITE 110 EDMOND OK 73013 812175628 501(C)(3) 85000 0 FAMILY COURT GAL SERVICES OKLAHOMA LAWYERS FOR FAMILIES AND CHILDREN INC 800 N HARVEY OKLAHOMA CITY OK 73102 731542815 501(C)(3) 140000 0 LEGAL SERVICES FOR ABUSED & NEGLECTED CHILDREN OKLAHOMA STATE UNIVERSITY - OKLAHOMA CITY 900 N PORTLAND OKLAHOMA CITY OK 73107 731383996 509(A) 30000 0 COURT REPORTING PROGRAM PALOMAR LEGAL NETWORK 1140 N HUDSON AVE OKLAHOMA CITY OK 73013 475502128 501(C)(3) 30000 0 PALOMAR LEGAL NETWORK PITTSBURG COUNTY CHILD ABUSE RESPONSE EFFORT INC 635 SHORT STONEWALL MCALESTER OK 74501 731528366 501(C)(3) 30000 0 VICTIM'S ADVOCACY AND COMMUNITY TRAINING REMERGE OF OKLAHOMA COUNTY INC PO BOX 2845 OKLAHOMA CITY OK 73101 464504748 501(C)(3) 20000 0 REMERGE DIVERSION PROGRAM SAFE CENTER INC 810 N 5TH STREET DUNCAN OK 73533 731468868 501(C)(3) 110000 0 GENERAL OPERATIONS SAN BOIS CASA INC 219 KERR AVE POTEAU OK 74953 061807146 501(C)(3) 30000 0 GENERAL OPERATIONS SHELTERWELL INC 629 W MAIN STREET OKLAHOMA CITY OK 73102 923546016 501(C)(3) 76806 0 TO FUND STAFFING AND OPERATIONAL COSTS TO EXPAND EVICTION MEDIATION SERVICES WITH A BILINGUAL MEDIATOR SERVING SPANISH-SPEAKING TENANTS. TEEN COURT INC PO BOX 1971 LAWTON OK 73501 731383186 501(C)(3) 60000 0 DELINQUENCY PREVENTION FOR FIRST OFFENDERS THE CARE CENTER 1403 N ASHTON PLACE OKLAHOMA CITY OK 73117 731393193 501(C)(3) 22000 0 CHILD ABUSE FORENSIC INTERVIEW PROGRAM THE PARENT CHILD CENTER OF TULSA 1421 SOUTH BOSTON AVENUE TULSA OK 74119 731113167 501(C)(3) 30000 0 TULSA SAFE BABIES COURT PROGRAM THE SPERO PROJECT 906 NW 6TH ST OKLAHOMA CITY OK 73106 264035530 501(C)(3) 140000 0 REFUGEE LEGAL SUPPORT SERVICES THE SPRING PO BOX 1588 SAND SPRINGS OK 74063 731474319 501(C)(3) 25000 0 LEGAL SERVICES SUPPORTING WOMEN AND CHILDREN ESCAPING HUMAN SEX TRAFFICKING AND DOMESTIC VIOLENCE TRINITY LEGAL CLINIC PO BOX 7868 EDMOND OK 73083 562630060 501(C)(3) 75000 0 CIVIL & CRIMINAL LEGAL SERVICES FOR LOW INCOME TULSA CASA INC 700 S BOSTON AVE SUITE 230 TULSA OK 74119 731312870 501(C)(3) 40000 0 COURT ADVOCATES TULSA COMMUNITY FOUNDATION (PROJECT COMMUTATION PROGRAM) 211 W ARCHER STREET SUITE A TULSA OK 74013 731554474 501(C)(3) 100000 0 LEGAL INTERNS TULSA COUNTY BAR ASSOCIATION 1446 S BOSTON AVE TULSA OK 74119 731238391 501(C)(3) 15000 0 CAP PROJECT TULSA LAWYERS FOR CHILDREN INC 10159 E 11TH STREET TULSA OK 74128 731593275 501(C)(3) 70000 0 LEGAL SERVICES FOR ABUSED & NEGLECTED CHILDREN WESTERN PLAINS YOUTH & FAMILY SERVICES INC 202639 E COUNTY ROAD 42 WOODWARD OK 73801 731042894 501(C)(3) 55000 0 EXPANSION OF USING JUVENILE DETENTION AS A STEPPINGSTONE TO PRODUCTIVE LIVES WINGS OF HOPE 3800 N WASHINGTON STREET STILLWATER OK 74075 731097811 501(C)(3) 15000 0 COURT ADVOCATES YMCA OF GREATER OKC 500 N BROADWAY AVE STE 500 OKLAHOMA CITY OK 73102 730579270 501(C)(3) 21000 0 OKLAHOMA YMCA YOUTH AND GOVERNMENT PROGRAM YOUTH AND FAMILY RESOURCE CENTER 326 W 11TH STREET SHAWNEE OK 74801 730795028 501(C)(3) 20000 0 COURT ADVOCATES YOUTH JUSTICE ALLIANCE 5608 NELSON OAKS DRIVE AUSTIN TX 78724 861221018 501(C)(3) 30000 0 TO FUND PARTICIPATION OF TWO OKLAHOMA STUDENTS IN A FOUR-YEAR FELLOWSHIP PROGRAM ADDRESSING BARRIERS TO LAW SCHOOL THROUGH LEGAL INSTRUCTION, INTERNSHIPS, AND ACADEMIC SUPPORT. YOUTH SERVICES OF TULSA INC 311 S MADISON AVE BOISE CITY OK 74120 730785251 501(C)(3) 20000 0 YOUTH COURT PROGRAM YWCA OF OKLAHOMA 2460 NW 39TH STREET OKC OK 73112 730579272 501(C)(3) 60000 0 TO SUPPORT STAFFING FOR THE PROVISION OF IMMIGRATION LEGAL SERVICES YWCA TULSA 420 SOUTH MAIN STE 200 TULSA OK 74103 730579269 501(C)(3) 40000 0 IMMIGRATION LEGAL SERVICES 50 11 EDUCATION BLOCK GRANT 4 51038 LAW SCHOOL WB CLARK 6 25143 PARTNERS FOR JUSTICE SCHOLARSHIP 3 15000 2024-2025 MAURICE H. MERRILL MEMORIAL 1 500 2024-2025 CHAPMAN ROGERS SCHOLARSHIP 3 7500 2024-2025 THOMAS L. HIERONYMUS AWARD 1 500 2024-2025 PHILLIPS ALLEN PORTA AWARD 1 500 PART I, LINE 2: THE OBF BOARD OF TRUSTEES HAS OPTIONS WHEN EXERCISING ITS FIDUCIARY DUTIES REGARDING HOW TO DISTRIBUTE FUNDS IT RAISES, TO WHOM IT DISTRIBUTES THEM, IN WHAT AMOUNTS, AND UNDER WHAT CONDITIONS. IN THE GRANT-MAKING PROCESS, OBF TRUSTEES MUST EXERCISE DISCRETION, AND MUST BE PRUDENT AND REASONABLE STEWARDS OF OBF FUNDS. OBF HAS A COMPREHENSIVE VETTING PROCESS PRIOR TO MAKING AWARDS AND THE FULL BOARD VOTES TO APPROVE GRANTEES, ORGANIZED AS 501(C)(3)'S, AND GRANT AMOUNTS. PRIORITIES CONSIDERED FOR LEGAL SERVICES OR EDUCATION GRANTS INCLUDE: 1) TRACK RECORD OF THE APPLICANT, SUCH AS FISCAL RESPONSIBILITY AND PROGRAM STABILITY; 2) OTHER FUNDING SOURCES THAT COULD SUSTAIN THE PROGRAM; 3) DEVELOPMENT AND EXPANSION OF PRO BONO SERVICES; 4) SPECIAL NEEDS OF THE APPLICANT; 5) POTENTIAL OF MATCHING GRANT FUNDS FROM ANOTHER SOURCE; 6) BENEFITS THAT WILL BE DERIVED FROM THE PROJECT OR PROGRAM BY THE STATE, COUNTY OR SERVICE AREA; AND 7) NON-DUPLICATIVE SERVICES. THE GRANTS AND AWARDS COMMITTEE SUPERVISES A MONITORING PROCESS THROUGHOUT THE YEAR AND GRANTEES MUST REPORT ON THEIR ACTIVITIES IN WRITING, INCLUDING THE PROVISION OF ALL FINANCIAL DATA MID-YEAR AND AT THE CONCLUSION OF THE GRANT. OBF COLLECTS END OF YEAR DATA ON ALL CLIENTS SERVED. SITE VISITS ARE CONDUCTED EVERY 3 TO 4 YEARS. ALL GRANTS ARE MADE AND CARRIED OUT WITHIN THE STATE OF OKLAHOMA ONLY. X 0 0 0 0 0 0 0 1 0 RENEE DEMOSS EXECUTIVE DIRECTOR 165000 0 8877 0 0 0 23100 0 8324 0 205301 0 0 0 PART I, LINE 7 BONUSES MAY BE DETERMINED BY THE BOARD ANNUALLY. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS IN GOOD STANDING OF THE OKLAHOMA BAR ASSOCIATION ARE CONSIDERED TO BE MEMBERS OF THE OKLAHOMA BAR FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A ANY GROUP OF TWENTY-FIVE OR MORE MEMBERS OF THE OBF'S PARTNERS PROGRAM MAY TIMELY NOMINATE A FOUNDATION MEMBER TO BE INCLUDED IN THE ANNUAL ELECTION. THE OKLAHOMA BAR ASSOCIATION PRESIDENT APPOINTS 1 MEMBER OF THE OBF BOARD TO A 1 YEAR TERM. THE OBA PRESIDENT-ELECT, SELECTED BY THE OBA MEMBERSHIP, IS APPOINTED AS A MEMBER OF THE OBF BOARD FOR A ONE YEAR TERM. THE YOUNG LAWYERS DIVISION APPOINTS ONE OF THEIR MEMBERS TO SERVE ON THE OBF BOARD FOR A ONE YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND THE AUDIT REPORT ARE BOTH REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE AND THE MEMBERS OF THE EXECUTIVE COMMITTEE. THE AUDIT COMMITTEE AND/OR THE EXECUTIVE COMMITTEE APPROVES THE FORM 990, AND AN OBF OFFICER SIGNS IT. THE AUDIT REPORT IS PRESENTED TO THE ENTIRE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE STATEMENTS ARE PROVIDED TO MEMBERS WITH INSTRUCTIONS TO UPDATE INFORMATION WITH ANY CHANGES. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY AND DISCLOSURE STATEMENTS, MEMBERS MUST RECUSE FROM GRANT VOTES AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE OKLAHOMA BAR FOUNDATION UTILIZES COMPENSATION DATA COMPILED BY TWO DIFFERENT GROUPS WITH THE AMERICAN BAR ASSOCIATION; THE NATIONAL CONFERENCE OF BAR FOUNDATIONS AND THE NATIONAL ASSOCIATION OF IOLTA PROGRAMS. THE OKLAHOMA BAR FOUNDATION ALSO UTILIZES COMPENSATION PACKAGE INFORMATION COMPILED THROUGH THE OKLAHOMA CENTER FOR NONPROFITS. ALL OF THESE ORGANIZATIONS COMPILE SIMILAR NONPROFIT DATA ON SIMILAR POSITIONS PERFORMING THE SAME TYPES OF CHARITABLE WORK. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, INFORMATION FROM THESE DOCUMENTS MAY BE ACCESSED THROUGH MAILINGS AND ANNUAL REPORT BROCHURES. OKLAHOMA BAR ASSOCIATION 1901 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 73105 730618833 INSTRUMENTALITY OF THE STATE OK 115(A) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0