2014-04-15T14:18:37-05:00 2013-06-30 753218994 JONES & MCINTYRE PLLC 6225 BRANDON AVENUE SUITE 307 SPRINGFIELD VA 22150 990 2012-07-01 237420574 THE SUPREME COURT HISTORICAL SOCIETY SUPR 2025430400 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 SHELDON COHEN 2025430400 2014-04-15 1 LINDA D MCINTYRE P00048561 7038664500 2012 2015-11-30 17:44:51Z DAVID PRIDE 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 5023859 0 X WWW.SUPREMECOURTHISTORY.ORG X 1974 DC THE COLLECTION AND PRESERVATION OF THE HISTORY OF THE SUPREME COURT OF THE UNITED STATES. 138 138 16 0 0 0 743767 1261679 468169 435849 267315 412089 16447 487500 1495698 2597117 2500 0 0 0 803199 816873 0 0 259860 835583 1625767 1641282 2442640 -145584 154477 12560909 13524644 301796 231625 12259113 13293019 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 550943 468367 SALE OF BOOKS AND OTHER ITEMS TO HELP EDUCATE THE PUBLIC ABOUT THE SUPREME COURT AND TO PRESERVE THE HISTORY OF THE SUPREME COURT. 429075 338314 MEMBERSHIP SERVICES AND PUBLICATIONS: PROGRAM PLANNING AND MANAGEMENT.PUBLICATION 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. 189937 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. 503631 97535 503631 97535 1673586 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 22 0 16 1 0 0 0 0 0 1 1 0 0 0 0 X 138 138 1 0 0 0 1 1 0 1 1 0 0 1 1 0 0 0 0 1 1 0 NY X KATHY SHURTLEFF 2025430400 224 EAST CAPITOL STREET NE WASHINGTON DC 20003 X RALPH L LANCASTER 1.00 X X 0 0 0 VINCENT C BURKE III 1.00 X X 0 0 0 DOROTHY TAPPER GOLDMAN 1.00 X X 0 0 0 MRS THURGOOD MARSHALL 1.00 X X 0 0 0 E BARRETT PRETTYMAN 1.00 X X 0 0 0 JEROME B LIBIN 1.00 X X 0 0 0 SHELDON S COHEN 1.00 X X 0 0 0 GREGORY P JOSEPH 5.00 X X 0 0 0 CHILTON D VARNER 1.00 X X 0 0 0 LEON SILVERMAN 1.00 X X 0 0 0 DAVID G LEITCH 1.00 X X 0 0 0 ROBERT JUCEAM 3.00 X X 0 0 0 KENNETH S GELLER 1.00 X X 0 0 0 FRANK B GILBERT 1.00 X X 0 0 0 PHILIP J KESSLER 1.00 X X 0 0 0 MAUREEN E MAHONEY 1.00 X X 0 0 0 JAMES B O'HARA 3.00 X X 0 0 0 CHARLES J COOPER 1.00 X X 0 0 0 TERI P MCCLURE 1.00 X X 0 0 0 JAMES W MORRIS III 1.00 X X 0 0 0 JOHN M NANNES 1.00 X X 0 0 0 THEODORE B OLSON 1.00 X X 0 0 0 LEON B POLSKY 1.00 X X 0 0 0 RICHARD A SCHNEIDER 1.00 X X 0 0 0 CHRISTY D JONES 1.00 X X 0 0 0 SETH P WAXMAN 1.00 X X 0 0 0 DAVID PRIDE 40.00 X 153247 0 9294 KATHLEEN SHURTLEFF 40.00 X 139042 0 14765 292289 0 24059 2 0 1 0 STREET LAW INC 1010 WAYNE AVENUE SUITE 870 SILVER SPRING MD 20910 EDUCATION 161528 JOHN WILEY & SONS INC PO BOX 416502 BOSTON MA 02241 PUBLISHING 138212 CPS EVENTS AT THE PLAZA 770 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10019 EVENT MANAGEMENT 128491 3 472788 788891 1261679 DUES 900099 338314 338314 ANNUAL MEETING 900099 78750 78750 LECTURE SERIES 900099 18785 18785 435849 221484 221484 19133 19133 2030468 1839863 190605 190605 190605 172712 472788 172712 0 882534 414167 468367 468367 2597117 904216 0 431222 X 304178 140646 89906 73626 382497 226051 86511 69935 20879 13582 2980 4317 62438 45142 5235 12061 46881 25926 9263 11692 32142 32142 80754 80754 333644 279754 2150 51740 263348 177158 66852 19338 27715 340 27375 16670 9417 3001 4252 185099 173892 11207 111721 51586 60135 29157 26157 3000 SELLING EXPENSES 499357 499357 OTHER PROGRAMS 28864 28864 OTHER EXPENSES 12296 1871 526 9899 BAD DEBT EXPENSE 5000 5000 2442640 1673586 509194 259860 182016 347151 211056 239066 35900 29500 3183 2924 299879 292400 15216 15100 4558182 1242272 3394649 3315910 8381587 9250356 37423 32237 12560909 13524644 150326 87669 151470 143956 301796 231625 X 8058803 9151837 406473 347345 3793837 3793837 12259113 13293019 12560909 13524644 154477 879429 0 X 0 1 X 1 0 X 1233648 936569 1053196 743767 1261679 5228859 1233648 936569 1053196 743767 1261679 5228859 757780 4471079 208099 159027 194220 219737 240617 1021700 874 3249 13457 845 18425 6268984 6509583 0.71320 0.73750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 6673432 186704 126417 6733719 6597227 10000 66205 6673432 6597227 6597227 6597227 6597227 6597227 6597227 0.41780 0.56340 0.01880 0 0 625330 625330 3493212 851437 2641775 439640 390835 48805 3315910 X 3890713 879429 414167 1293596 2597117 0 2597117 2856807 414167 414167 2442640 0 2442640 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, 2013, PURCHASED ACQUISITIONS HELD FOR DISPLAY AMOUNTED TO $2,685. 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 500,000 ANNUAL VISITORS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 NY SPRING EVENT 645500 472788 172712 172712 645500 472788 172712 172712 172712 0 X 0 0 0 0 0 0 0 0 0 DAVID PRIDE 153247 0 0 0 0 0 9294 0 0 0 162541 0 0 0 KATHLEEN SHURTLEFF 139042 0 0 0 0 0 8609 0 6156 0 153807 0 0 0 SHELDON COHEN DIRECTOR 80754 SEE BELOWMR. COHEN IS A DIRECTOR AT THE SOCIETY'S INVESTMENT ADVISOR FIRM. THE SOCIETY PAYS INVESTMENT ADVISORY FEES TO THIS FIRM. MR. COHEN DOES NOT MANAGE THE SOCIETY'S PORTFOLIO AND MR COHEN DOES NOT RECEIVE COMPENSATION FROM THE SOCIETY AS AN OFFICER AND TRUSTEE OF THE SOCIETY. 0 OTHER PROGRAMS PART III, LINE 4(D) LECTURE SERIES: THE 2013 LEON SILVERMAN SERIES FOCUSED ON THE LITIGANTS IN LANDMARK 20TH CENTURY CASES. THE 4 PART SERIES IS SPLIT BETWEEN FY 2013 AND FY 2014. THE FIRST 2 LECTURES TOOK PLACE IN FY 2013. ON MAY 1, 2013, PROFESSOR PHILLIPA STRUM SPOKE ON GONZALO AND FELICITAS MENDEZ (MENDEZ V. WESTMINSTER). ON MAY 8, 2013. PROFESSOR JEFFREY GONDA SPOKE ON J.D. SHELLY (SHELLEY V. KRAEMER). THE FINAL TWO LECTURES WILL TAKE PLACE IN OCTOBER AND NOVEMBER 2013. THE 2013 FRANK C. JONES REENACTMENT WAS HELD ON MAY 22, 2013. FLOOD V. KUHN WAS REENACTED IN FRONT OF JUSTICE SONIA SOTOMAYOR. OTHER PROGRAMS INCLUDE: COURT SUPPORT, ANNUAL MEETING, NATIONAL HERITAGE LECTURE, WEBSITE, MUSICALE, COLLECTION ITEMS, HISTORY OF THE FEDERAL JUDICIARY 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 11 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. OTHER NON-COMPENSATED MEMBERS OF BOARD OF TRUSTEES PART VII, OFFICERS AND DIRECTORS GEORGE R. ADAMS, ESQ. J. BRUCE ALVERSON, ESQ. PETER G. ANGELOS, ESQ. HILARIE BASS, ESQ. DAVID J. BECK, ESQ. PROFESSOR HERMAN BELZ MAX W. BERGER, ESQ. PROFESSOR BARBARA BLACK HUGO L. BLACK, JR., ESQ. DENNIS J. BLOCK, ESQ. FRANK BOARDMAN DARRYL BRADFORD, ESQ. MS. NANCY BRENNAN BETH S. BRINKMANN, ESQ. NORMAN M. BROTHERS, JR. ESQ. MRS. VERA BROWN MRS. LEONORA BURGER EVAN R. CHESLER, ESQ. PAUL D. CLEMENT, ESQ. ROBERT A. CLIFFORD, ESQ. DEAN ANDREW M. COATS WILLIAM T. COLEMAN, JR., ESQ. MICHAEL A. COOPER, ESQ. STEPHEN A. COZEN, ESQ. MR. HARLAN R. CROW JOHN J. DALTON, ESQ. LAURIE WEBB DANIEL, ESQ. BRACKETT B. DENNISTON, III, ESQ. CHARLES W. DOUGLAS, ESQ. JAMES C. DUFF, ESQ. WILLIAM I. EDLUND, ESQ. MIGUEL A. ESTRADA, ESQ. JAMES R. FIGLIULO, ESQ. DAVID C. FREDERICK, ESQ. GREGORY S. GALLOPOULOS, ESQ. JAMES E. GAUCH, ESQ. DR. JAMES L. GOLDMAN JOHN D. GORDAN, III, ESQ. ROBERT J. GREY, JR., ESQ. FRANK N. GUNDLACH, ESQ. CHRISTOPHER HANDMAN WILLIAM J. HAYNES, II, ESQ. BENJAMIN W. HEINEMAN, JR., ESQ. PAUL C. HILAL, ESQ. PROFESSOR A. E. DICK HOWARD FRANK G. JONES, ESQ. ROBB M. JONES, ESQ. BRAD S. KARP, ESQ. THE HONORABLE JUDITH KAYE NEAL KATYAL MR. AUGUST P. KLEIN DANIEL F. KOLB, ESQ. PHILIP ALLEN LACOVARA, ESQ. CHRISTOPHER LANDAU, ESQ. ALAN LEVINE, ESQ. ROBERT A. LONG, ESQ. JOAN A. LUKEY, ESQ. THURGOOD MARSHALL, JR., ESQ. DEANNE E. MAYNARD, ESQ. TIMOTHY J. MAYOPOULOS, ESQ. WILLIAM G. MCGUINNESS, ESQ. THE HONORABLE VINCENT L. MCKUSICK LEE I. MILLER, ESQ. PATRICIA MILLETT, ESQ. JEFFREY P. MINEAR, ESQ. THEODORE N. MIRVIS, ESQ. JOSEPH R. MODEROW, ESQ. STEVEN F. MOLO, ESQ. MR. THOMAS S. MONAGHAN MICHAEL E. MONE, ESQ. PROFESSOR LUCAS E. MOREL GARY P. NAFTALIS, ESQ. RICK D. NYDEGGER, ESQ. RONALD L. OLSON, ESQ. BARRY R. OSTRAGER, ESQ. MICHAEL H. PARK, ESQ. R. HEWITT PATE, ESQ. CARTER G. PHILLIPS, ESQ. JAMES W. QUINN, ESQ. JOHN B. QUINN, ESQ. HARRY M. REASONER, ESQ. BERNARD P. REESE, ESQ. ABRAHAM C. REICH, ESQ. CHARLES B. RENFREW, ESQ. W. BRADFORD REYNOLDS, ESQ. JONATHAN C. ROSE, ESQ. TERESA WYNN ROSEBOROUGH, ESQ. JONATHAN D. SCHILLER, ESQ. BARRY F. SCHWARTZ, ESQ. JAY A. SEKULOW, ESQ. NICOLE K. SELIGMAN, ESQ. KELLY J. SHACKELFORD, ESQ. STEVEN R. SHAPIRO, ESQ. JOHN S. SIFFERT, ESQ. THE HONORABLE KENNETH W. STARR MATHEW D. STAVER MS. CATHLEEN DOUGLAS STONE JEFFREY E. STONE, ESQ. DENNIS R. SUPLEE, ESQ. STEPHEN D. SUSMAN, ESQ. THOMAS H. TONGUE, ESQ. ANTON R. VALUKAS, ESQ. ALAN B. VICKERY, ESQ. JAMES L. VOLLING, ESQ. DAN K. WEBB, ESQ. TAL M. WEBERG, ESQ. DAVID WEINSTEIN, ESQ. ARNOLD F. WELLMAN, ESQ. AGNES N. WILLIAMS, ESQ. W. WAYNE WITHERS, ESQ. W. FOSTER WOLLEN, ESQ. DEAN A. ZIEHL, ESQ. OTHER FEES FORM 990, PART IX, LINE 11G EDUCATION: PROGRAM SERVICE EXPENSES 161,528. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,528. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 45,000. TOTAL EXPENSES 45,000. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 118,226. MANAGEMENT AND GENERAL EXPENSES 2,150. FUNDRAISING EXPENSES 6,740. TOTAL EXPENSES 127,116.