2022-05-02T09:41:14-05:00 2021-06-30 753218994 JONES & MCINTYRE PLLC 6506 LOISDALE ROAD SUITE 330 SPRINGFIELD VA 22150 990 2020-07-01 237420574 THE SUPREME COURT HISTORICAL SOCIETY SUPR 2025430400 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 JAMES C DUFF EXECUTIVE DIRECTOR 2025430400 2022-05-02 1 JAMES DUFF 999009999 LINDA D MCINTYRE CPA P00048561 7038664500 2022-05-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES C DUFF 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 4505314 0 X WWW.SUPREMECOURTHISTORY.ORG X 1974 DC THE COLLECTION AND PRESERVATION OF THE HISTORY OF THE SUPREME COURT OF THE UNITED STATES. 129 129 13 0 0 0 1017455 1031305 261352 275383 9431 404647 456853 143606 1745091 1854941 0 0 0 0 1032499 997242 0 0 148374 1660014 1298990 2692513 2296232 -947422 -441291 16418452 19179479 802409 762746 15616043 18416733 X THE SOCIETY IS DEDICATED TO THE COLLECTION AND PRESERVATION OF THE HISTORY OF THE SUPREME COURT OF THE UNITED STATES. IT WAS FOUNDED BY CHIEF JUSTICE WARREN E. BURGER, WHO SERVED AS ITS FIRST HONORARY CHAIRMAN. THE SOCIETY ACCOMPLISHES ITS MISSION BY CONDUCTING EDUCATIONAL PROGRAMS, SUPPORTING HISTORICAL RESEARCH, PUBLISHING BOOKS, JOURNALS, AND ELECTRONIC MATERIALS, AND BY COLLECTING ANTIQUES AND ARTIFACTS RELATED TO THE COURT'S HISTORY. THESE ACTIVITIES AND OTHERS INCREASE THE PUBLIC'S AWARENESS OF THE COURT'S CONTRIBUTIONS TO OUR NATION'S RICH CONSTITUTIONAL HERITAGE. 0 0 570699 133876 SALE OF BOOKS AND OTHER ITEMS TO HELP EDUCATE THE PUBLIC ABOUT THE SUPREME COURT AND TO PRESERVE THE HISTORY OF THE SUPREME COURT. 461054 275383 MEMBERSHIP SERVICES AND PUBLICATIONS: PROGRAM PLANNING AND MANAGEMENTPUBLICATION OF SCHS QUARTERLY - A MEMBER-ORIENTED NEWSLETTER WITH INFORMATIVE ARTICLES ON THE COURT'S PAST, AND TIMELY ANNOUNCEMENTS OF SOCIETY ACTIVITIES AND MEETINGS.PUBLICATION OF THE JOURNAL OF SUPREME COURT HISTORY - A SCHOLARLY COLLECTION OF ARTICLES ON THE COURT'S HISTORY, ITS MEMBERS AND THOSE WHO HAVE APPEARED BEFORE IT. THE JOURNAL IS PUBLISHED THREE TIMES A YEAR AND IS ILLUSTRATED WITH MANY RARE PHOTOGRAPHS, ENGRAVINGS, AND DRAWINGS. 147685 TEACHER TRAINING PROGRAMS: THE SOCIETY AND STREET LAW, INC. OFFER THE SUPREME COURT SUMMER INSTITUTE FOR SECONDARY SCHOOL TEACHERS. THE INSTITUTE IMPROVES THE LEVEL OF INSTRUCTION ON THE JUDICIAL SYSTEM AT THE SECONDARY SCHOOL LEVEL, REACHING STUDENTS WHILE THEY ARE DEVELOPING AN AWARENESS OF THEIR RIGHTS AND DUTIES AS CITIZENS. TEACHERS OBSERVE THE COURT IN SESSION, REVIEW ACTUAL CASES UNDER CONSIDERATION, AND HEAR LECTURES BY EXPERTS ON THE COURT. THE TEACHERS THEN PRODUCE LESSON PLANS FOR CLASSROOM INSTRUCTION AND TRAIN OTHER TEACHERS IN TECHNIQUES FOR INCORPORATING THE COURT INTO THE SOCIAL STUDIES CURRICULUM. THIS PROGRAM HAS MORE THAN 750 ALUMNI FROM ALMOST EVERY STATE AND U.S. POSSESSION. THE SOCIETY AND STREET LAW HAVE COLLABORATED TO BRING THE SUPREME COURT INSTITUTE TO TEACHERS AROUND THE COUNTRY WHO MIGHT OTHERWISE NOT BE ABLE TO ATTEND THE SUMMER PROGRAM. TEACHERS IN ATLANTA, NEW YORK AND ST. LOUIS HAVE PARTICIPATED IN THE REGIONAL SUPREME COURT SEMINAR. 383942 383942 1563380 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 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 0 0 1 5 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 129 129 1 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 0 1 1 0 X KATHY SHURTLEFF 2025430400 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 X GREGORY P JOSEPH CHAIRMAN 5.00 X X 0 0 0 VINCENT C BURKE III VICE PRESIDENT, CHAIR GIFT 1.00 X X 0 0 0 DOROTHY TAPPER GOLDMAN VICE PRESIDENT, CHAIR ACQU 1.00 X X 0 0 0 MRS THURGOOD MARSHALL VICE PRESIDENT 1.00 X X 0 0 0 E BARRETT PRETTYMAN PRESIDENT EMERITUS 1.00 X X 0 0 0 JEROME B LIBIN VICE PRESIDENT 1.00 X X 0 0 0 CARTER G PHILLIPS TREASURER, CHAIR BUDGET & 1.00 X X 0 0 0 CHILTON D VARNER PRESIDENT 1.00 X X 0 0 0 MICHAEL H PARK CHAIR ANNUAL DINNER COMMITTEE 1.00 X X 0 0 0 LEON SILVERMAN CHAIRMAN EMERITUS 1.00 X X 0 0 0 ROBERT J ANELLO TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 ROBERT JUCEAM GENERAL COUNSEL 1.00 X X 0 0 0 JONATHAN D SCHILLER CHAIR, MEMBERSHIP COMMITTE 1.00 X X 0 0 0 PHILIP J KESSLER SECRETARY 1.00 X X 0 0 0 GEORGE R ADAMS TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 JAMES B O'HARA CHAIR,LIBRARY COMM. 1.00 X X 0 0 0 JOHN M NANNES TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 THEODORE B OLSON TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 LEON B POLSKY TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 RICHARD A SCHNEIDER VICE PRESIDENT 1.00 X X 0 0 0 ROBERT J GIUFFRA JR VICE PRESIDENT, CHAIR, DEV 1.00 X X 0 0 0 SETH P WAXMAN TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 TERI P MCCLURE TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 JEFFREY P MINEAR TRUSTEE EXECUTIVE COMM. 1.00 X X 0 0 0 CHRISTOPHER LANDAU CHAIR PROGRAM COMMITTEE 1.00 X X 0 0 0 DAVID PRIDE FORMER EXECUTIVE DIRECTOR 40.00 X 95277 0 5763 KATHLEEN SHURTLEFF ASSISTANT DIRECTOR 40.00 X 149992 0 18231 JAMES C DUFF EXECUTIVE DIRECTOR 40.00 X 61384 0 3314 CLAIRE CUSHMAN DIR. OF PUBLICATIONS 40.00 X 100340 0 6020 JENNIFER LOWE DIR. OF PROGRAMS 40.00 X 102353 0 8775 MARTHA MEEHAN-COHEN DIR. OF ADVANCEMENT 40.00 X 124686 0 11025 634032 0 53128 4 0 1 0 JOHN WILEY & SONS 111 RIVER STREET HOBOKEN NJ 07030 JOURNAL PUBLISHING/PRINTING 122098 STREET LAW INC 1010 WAYNE AVENUE SUITE 870 SILVER SPRING MD 20910 TEACHER EDUCATION 114252 2 262437 768868 1031305 DUES 900099 275383 275383 275383 285673 285673 9730 9730 2632746 2513772 118974 118974 118974 270477 136601 133876 133876 1854941 409259 0 414377 330647 147384 137607 45656 513871 386894 68963 58014 30766 19144 7474 4148 57797 40199 9884 7714 64161 41951 14180 8030 38394 38394 105511 105511 182030 180980 1050 48566 5564 42337 665 25 25 7973 7890 83 191 191 121088 51586 69502 37080 37080 SELLING EXPENSES 519113 519113 PRINTING 138137 138137 REPAIRS & MAINTENANCE 22676 22676 AWARDS 21290 1500 19790 56916 23038 29546 4332 2296232 1563380 584478 148374 103710 67112 329752 271387 374 -789 350682 335836 157686 153264 4765849 2099812 2735709 2666037 12694234 15652968 46305 33664 16418452 19179479 31660 50634 501847 454184 262437 253672 6465 4256 802409 762746 X 11539906 14173200 4076137 4243533 15616043 18416733 16418452 19179479 -441291 3241981 0 X X 0 1 X 1 0 X 991721 1492679 1081882 1258587 1560360 6385229 991721 1492679 1081882 1258587 1560360 6385229 385880 5999349 286625 325548 352850 332357 295403 1592783 7978012 5764979 0.75200 0.75340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6611151 1650767 1499179 6762739 6663997 159182 212028 6611151 6670157 104352 110512 6663997 6680317 115696 125856 6670157 6618248 134404 72335 6680317 0.41600 0.56100 0.02300 0 0 625330 625330 3752123 1731685 2020438 388396 368127 20269 2666037 CAPITAL LEASE LIABILITY 4256 4256 X 5128012 3241981 136601 3378582 1749430 105511 105511 1854941 2327322 136601 136601 2190721 105511 105511 2296232 PART III, LINE 1A: THE SOCIETY'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COST OF ALL ITEMS PURCHASED AND THE PROCEEDS OF DEACCESSIONS OF ITEMS ARE REPORTED AS PROGRAM REVENUE AND EXPENSE. DURING THE YEAR ENDED JUNE 30, 2018, PURCHASED ACQUISITIONS HELD FOR DISPLAY AMOUNTED TO $20,777. THERE WERE NO PROCEEDS FROM DEACCESSIONS. PART III, LINE 4: THE SOCIETY CONDUCTS AN ACTIVE ACQUISITIONS PROGRAM, WHICH HAS SUBSTANTIALLY CONTRIBUTED TO THE COMPLETION OF THE COURT'S PERMANENT COLLECTION OF BUSTS AND PORTRAITS, AS WELL AS PERIOD FURNISHINGS, PRIVATE PAPERS, AND OTHER ARTIFACTS AND MEMORABILIA RELATING TO THE COURT'S HISTORY. THESE MATERIALS ARE INCORPORATED INTO EXHIBITIONS PREPARED BY THE COURT CURATOR'S OFFICE FOR THE BENEFIT OF THE COURT'S ONE MILLION ANNUAL VISITORS. PART V, LINE 4: THE SOCIETY HAS DEVOTED ITS EFFORTS TO BUILDING AN ENDOWMENT FUND WHICH WILL ENABLE THE SOCIETY TO ESTABLISH NEW PROGRAMS TO PERPETUATE THE HISTORY OF THE SUPREME COURT. INCOME FROM THE ELIZABETH HUGHES GOSSETT MEMORIAL FUND AND THE GENERAL ENDOWMENTS MAY BE USED FOR THE GENERAL OPERATING PURPOSES OF THE SOCIETY. INCOME FROM THE EDWARD TAMM MEMORIAL FUND IS AWARDED AS A PRIZE IN A WRITING COMPETITION AT GEORGETOWN UNIVERSITY LAW SCHOOL. INCOME FROM THE LEON SILVERMAN ENDOWMENT FUND SUPPORTS THE ANNUAL LECTURE SERIES. INCOME FROM THE FRANK JONES REENACTMENT ENDOWMENT FUND SUPPORTS THE REENACTMENT SERIES. INCOME FROM THE OPPERMAN HOUSE BUILDING FUND SUPPORTS THE GENERAL MAINTENANCE AND REPAIRS OF THE BUILDING. PART X, LINE 2: THE SOCIETY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE ON FORM 990 PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE ON FORM 990 X 0 0 0 0 0 0 0 0 0 KATHLEEN SHURTLEFF ASSISTANT DIRECTOR 149992 0 0 0 0 0 9223 0 9008 0 168223 0 0 0 PART III, LINE 4(D) OTHER PROGRAM SERVICES: LECTURE SERIES: THE LECTURE SERIES WAS NOT HELD DURING FISCAL YEAR 2021. OTHER PROGRAMS INCLUDE: HISTORY OF THE FEDERAL JUDICIARY, LIBRARY ARCHIVING, THIRTEENTH AMENDMENT LECTURE, ERWIN GRISWOLD BOOK PRIZE, COURT SUPPORT, ANNUAL MEETING, WEBSITE, MUSICALE, COLLECTION ITEMS, AND SUPREME COURT FELLOWS. FORM 990, PART VI, SECTION A, LINE 2 MRS. THURGOOD MARSHALL AND THURGOOD MARSHALL JR. ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY'S MEMBERSHIP CATEGORIES ARE STUDENT, REGULAR AND CONTRIBUTING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SOCIETY ELECT THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER ON BEHALF OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR THAT INCLUDES CONSIDERATION OF JOB RESPONSIBILITIES, PERFORMANCE AND COMPARABLE SALARIES. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE AT GUIDESTAR.ORG AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. PART VII, OFFICERS AND DIRECTORS OTHER NON-COMPENSATED MEMBERS OF BOARD OF TRUSTEES: J. BRUCE ALVERSON, ESQ. BIJAN AMINI, ESQ. PETER G. ANGELOS, ESQ. RUDOLPH ARAGON, ESQ. DAVID J. BECK, ESQ. MAX W. BERGER, ESQ. DENNIS J. BLOCK, ESQ. MS. NANCY BRENNAN BETH S. BRINKMANN, ESQ. NORMAN M. BROTHERS, JR., ESQ. MRS. LEONORA BURGER BRADLEY J. BUTWIN, ESQ. ROBERT L. BYMAN, ESQ. EVAN R. CHESLER, ESQ. PAUL D. CLEMENT, ESQ. ROBERT A. CLIFFORD, ESQ. MARK S. COHEN, ESQ. CHARLES J. COOPER, ESQ. TODD G. COSENZA, ESQ. STEPHEN A. COZEN, ESQ. MR. HARLAN R. CROW RICHARD CULLEN, ESQ. PAUL C. CURNIN, ESQ. LAURIE WEBB DANIEL, ESQ. CHARLES W. DOUGLAS, ESQ. JAMES C. DUFF, ESQ. MIGUEL A. ESTRADA, ESQ. JAMES R. FIGLIULO, ESQ. SAMUEL H. FRANKLIN, ESQ. DAVID C. FREDERICK, ESQ. GREGORY S. GALLOPOULOS, ESQ. GREGORY G. GARRE, ESQ. JAMES E. GAUCH, ESQ. KENNETH S. GELLER, ESQ. DR. JAMES L. GOLDMAN NESTOR M. MENDEZ GOMEZ, ESQ. CHRISTOPHER T. HANDMAN, ESQ. WILLIAM J. HAYNES, II, ESQ. BENJAMIN W. HEINEMAN, JR., ESQ. PAUL C. HILAL, ESQ. ALLYSON N. HO, ESQ. RBERT N. HOCHMAN, ESQ. PROFESSOR A. E. DICK HOWARD CHRISTY D. JONES, ESQ. ROBB M. JONES, ESQ. BRAD S. KARP, ESQ. NEAL KATYAL, ESQ. SCOTT A. KELLER, ESQ. MR. AUGUST P. KLEIN DANIEL F. KOLB, ESQ. PHILIP ALLEN LACOVARA, ESQ. THOMAS C. LEIGHTON, ESQ. DAVID G. LEITCH, ESQ. ALAN LEVINE, ESQ. LEWIS J. LIMAN, ESQ. ROBERT A. LONG, ESQ. JOAN A. LUKEY, ESQ. NEIL H. MACBRIDE, ESQ. THURGOOD MARSHALL, JR., ESQ. DEANNE E. MAYNARD, ESQ. WILLIAM G. MCGUINNESS, ESQ. JAMI WINTZ MCKEON, ESQ. LEE I. MILLER, ESQ. THE HONORABLE PATRICIA A. MILLETT THEODORE N. MIRVIS, ESQ. STEVEN F. MOLO, ESQ. MICHAEL E. MONE, ESQ. PROFESSOR LUCAS E. MOREL GARY P. NAFTALIS, ESQ. RICK D. NYDEGGER, ESQ. RONALD L. OLSON, ESQ. BARRY R. OSTRAGER, ESQ. ELIZABETH P. PAPEZ, ESQ. R. HEWITT PATE, ESQ. ROBERT E. PRICE, ESQ. JAMES W. QUINN, ESQ. JOHN B. QUINN, ESQ. HARRY M. REASONER, ESQ. ABRAHAM C. REICH, ESQ. TERESA WYNN ROSEBOROUGH, ESQ. DONALD J. ROSENBERG, ESQ. JONATHAN M. ROZOFF, ESQ. DAVID M. RUBENSTEIN, ESQ. JAY A. SEKULOW, ESQ. KELLY J. SHACKELFORD, ESQ. PRATIK A. SHAH, ESQ. JOHN S. SIFFERT, ESQ. MICHAEL W. SMITH, ESQ. PAUL M. SMITH, ESQ. THE HONORABLE KENNETH W. STARR MATHEW D. STAVER MS. CATHLEEN DOUGLAS STONE JEFFREY E. STONE, ESQ. STEPHEN D. SUSMAN, ESQ. THEODORE W. ULLYOT, ESQ. ANTON R. VALUKAS, ESQ. ALAN. B. VICKERY, ESQ. JAMES L. VOLLING, ESQ. MARK D. WASSERMAN, ESQ. DAN K. WEBB, ESQ. TAL M. WEBERG DAVID C. WEINSTEIN, ESQ. W. FOSTER WOLLEN, ESQ. MS. GAYLE C. WRIGHT BRUCE E. YANNETT, ESQ. STEPHEN N. ZACK, ESQ. DEAN A. ZIEHL, ESQ. PART XII, LINE 2C THE AUDIT PROCESS IS OVERSEEN BY THE TREASURER. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.