FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT (EIN 52-1964499)
Tax period
2011-08-01 to 2012-07-31
Filed
2013-06-13
IRS object ID
201301649349300735
Schema version
2011v1.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-13T15:48:09-05:00Timestamp
Tax Period End Date2012-07-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN521855942EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-08-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521964499EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
Business Name Line2ROBERT L HABUSH ENDOWMENTBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone2029653500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES JEFFRESSName
TitleAAJ COOTitle
Phone2029653500Phone
Date Signed2013-06-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDEBORAH G KOSNETTName
PTINP00290720PTIN
Phone2022932200Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARY E ALEXANDERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7302083GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JUSTICE.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileDCStateLegalDomicile
Activity Or Mission DescriptionTHE ENDOWMENT WAS CREATED TO PROVIDE A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers26TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year92210ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year1094768InvestmentIncomePriorYear
Investment Income Current Year966554InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1094768TotalRevenuePriorYear
Total Revenue Current Year1058764TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year464150GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY411944GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year265144OtherExpensePriorYear
Other Expenses Current Year148758OtherExpensesCurrentYear
Total Expenses Prior Year729294TotalExpensesPriorYear
Total Expenses Current Year560702TotalExpensesCurrentYear
Revenues Less Expenses Prior Year365474RevenuesLessExpensesPriorYear
Revenues Less Expenses CY498062RevenuesLessExpensesCY
Total Assets BOY19446082TotalAssetsBOY
Total Assets EOY20212720TotalAssetsEOY
Total Liabilities BOY171160TotalLiabilitiesBOY
Total Liabilities EOY207430TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY19274922NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY20005290NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE AMERICAN ASSOCIATION FOR JUSTICE ROBERT L. HABUSH ENDOWMENT, IN CONJUNCTION WITH AAJ, IS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. IT ACCOMPLISHES THIS THROUGH THE FOLLOWING PRIORITIES:--PROVIDING CONSISTENT PUBLIC EDUCATION AND RESEARCH TO PROMOTE INFORMED PUBLIC DIALOGUE ON, UNDERSTANDING OF AND APPRECIATION FOR THE CIVIL JUSTICE SYSTEM; --SPONSORING PRESTIGIOUS EDUCATION PROGRAMS AND WELL-RECEIVED PUBLICATIONS FOR JUDGES AND LAW PROFESSORS; AND, --FUNDING INNOVATIVE SCHOLARSHIPS AND FAR REACHING RESEARCH ON THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense560702Expense
Grants411944Grants
DescriptionTO HELP FUND EMPIRICAL RESEARCH PROJECTS ON SUBSTANTIAL AREAS OF THE LAW INCLUDING ISSUES RELATING TO JUROR BIAS, MEDICAL MALPRACTICE INSURANCE, SOFT TISSUE STUDIES, CONTINGENCY FEES AND TORT TAX ISSUES.Description
Total Program Service Expense560702TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledALStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledGAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledSCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARY K BERGE CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2029653500TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
MARY E ALEXANDER
PRESIDENT1.00X000
LEWIS S EIDSON
VICE PRESIDENT1.00X000
KATHLEEN FLYNN PETERSON
SECRETARY1.00X000
ROXANNE BARTON CONLIN
TREASURER1.00X000
MARK S MANDELL
BOARD MEMBER1.00X000
DAVID S CASEY JR
BOARD MEMBER1.00X000
SIDNEY GILREATH
BOARD MEMBER1.00X000
STEPHEN J HERMAN
BOARD MEMBER1.00X000
ALFRED K NIPPERT
BOARD MEMBER1.00X000
EUGENE I PAVALON
BOARD MEMBER1.00X000
TODD A SMITH
BOARD MEMBER1.00X000
ANTHONY TARRICONE
BOARD MEMBER1.00X000
LISA BLUE
BOARD MEMBER1.00X000
ROBERT L HABUSH
BOARD MEMBER1.00X000
LEO V BOYLE
BOARD MEMBER1.00X000
LARRY S STEWART
BOARD MEMBER1.00X000
MARY K BERGE
CHIEF FINANCIAL OFFICER1.00474018483524398X
CHARLES JEFFRESS
CHIEF OPERATING OFFICER1.00529020628920116X
FieldValueIRS element (for citing)
Total Reportable Comp From Org10030TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs391124TotalReportableCompFrmRltdOrgs
Total Other Compensation44514TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MERRILL LYNCHBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1225 W WACKER DRIVEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60606ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesINVESTMENT MANAGEMENTDescriptionOfServices
Compensation137161Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions92210AllOtherContributions
Total Contributions92210TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column654461TotalRevenueColumn
Exclusion$654,461ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities6555412Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities6243319Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities312093Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column312093TotalRevenueColumn
Exclusion$312,093ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1058764TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$966,554ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total335777Total
Program Services335777ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total76167Total
Program Services76167ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total5974Total
Program Services5974ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total137161Total
Program Services137161ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total694Total
Program Services694ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total452Total
Program Services452ProgramServices

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
FEES & LICENSES20652065
BANK FEES13801380
MISCELLANEOUS10321032

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total560702Total
Program Services560702ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY89432BOY
EOY75025EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
EOY10000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY77660BOY
EOY76817EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY19256162BOY
EOY20050878EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY22828BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY19446082BOY
EOY20212720EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY171160BOY
EOY207430EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY171160BOY
EOY207430EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2118786BOY
EOY2756944EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY17156136BOY
EOY17248346EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19274922BOY
EOY20005290EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19446082BOY
EOY20212720EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses498062ReconcilationRevenueExpenses
Reconcilation Other Changes232306ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
FieldValueIRS element (for citing)
EIN042114561EIN
Type Of Organization501(C)(6)TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$0Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts0SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance19274922BeginningOfYearBalance
Contributions92210Contributions
Investment Earnings Or Losses1198860InvestmentEarningsOrLosses
Other Expenditures560702OtherExpenditures
End Of Year Balance20005290EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance18486847BeginningOfYearBalance
Investment Earnings Or Losses1517369InvestmentEarningsOrLosses
Other Expenditures464150OtherExpenditures
Administrative Expenses265144AdministrativeExpenses
End Of Year Balance19274922EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance17374486BeginningOfYearBalance
Contributions12000Contributions
Investment Earnings Or Losses1791620InvestmentEarningsOrLosses
Other Expenditures494341OtherExpenditures
Administrative Expenses196918AdministrativeExpenses
End Of Year Balance18486847EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance16990532BeginningOfYearBalance
Contributions271289Contributions
Investment Earnings Or Losses307321InvestmentEarningsOrLosses
Other Expenditures24252OtherExpenditures
Administrative Expenses170704AdministrativeExpenses
End Of Year Balance17374186EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.86220PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.13780TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue1058764TotalRevenue
Total Expenses560702TotalExpenses
Excess Or Deficit For Year498062ExcessOrDeficitForYear
Net Unrealized GL On Investments232306NetUnrealizedGLOnInvestments
Total Adjustments232306TotalAdjustments
Excess Or Deficit Per FS730368ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1291070TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments232306NetUnrealizedGainsInvestments
Revenue Not Rptd F990232306RevenueNotRptdF990
Revenue Subtotal1058764RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901058764TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt560702TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal560702ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990560702TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:THE ENDOWMENT REPRESENTS A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDING JULY 31, 2009 THROUGH 2012 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CENTER FOR PROGRESSIVE REFORM
455 MASSACHUSETTS AVE NWWASHINGTONDC20001352182224501(C)(3)7825DEFENSIVE MEDICINE MEDICAL MALPRACTICE PROPOSAL
POUND CIVIL JUSTICE INSTITUTE
777 - 6TH STREET NWWASHINGTONDC20001046079643501(C)(3)200000JUDGES FORUM (JULY 2012)
RAND INSTITUTE
PO BOX 2138SANTA MONICACA904072138951958142501(C)(3)27500SUPPORT
CORNELL UNIVERSITY
PO BOX 22ITHACANY14851150532082501(C)(3)11414COMPARING MANDATORY ARBITRATION AND LITIGATION
CENTER FOR CONSTITUTIONAL LITIGATION
777 6TH STREET NW SUITE 520WASHINGTONDC2000152232136124468CIVIL RULES ADVISORY COMMITTEE AND SEDONA CONFERENCE
LOYOLA LAW SCHOOL
919 ALBANY STREETLOS ANGELESCA90015951643334501(C)(3)10000LOYOLA LAW SCHOOL: JOURNALIST LAW SCHOOL PROGRAM
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants5TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
MEDICAL MALPRACTICE LAW120000
WHITE PAPER - DETERRENCE AND TORT THEORY116500
JUDICIAL CONFIDENCE VIEW OF RULEMAKERS114667
CONSERVATIVE OUTREACH PROGRAM125000

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: GRANT PROPOSALS ARE BROUGHT BEFORE THE ENDOWMENT BOARD AT THEIR QUARTERLY MEETINGS. ONCE THE PROPOSAL IS APPROVED, QUARTERLY PROGRESS REPORTS ARE SUBMITTED TO THE BOARD.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
MARY K BERGE
468318262800572207246958345817877544421229500
CHARLES JEFFRESS
519420255700963732208809633212947583022733200

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 3ALL PERSONNEL PROVIDING SERVICES TO THE FUND ARE EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ). THEIR COMPENSATION IS DETERMINED AT AAJ; PLEASE SEE AAJ'S FORM 990.
PART I, LINE 4BLINDA LIPSEN AND DANIEL COHEN PARTICIPATE IN A 457F SUPPLEMENTAL RETIREMENT PROGRAM. TOTAL CONTRIBUTIONS TO THE 457F PLANS FOR THE YEAR WERE $78,643 FOR LIPSEN AND $77,975 FOR COHEN. THE CONTRIBUTIONS WERE MADE BY A RELATED ORGANIZATION, THE AMERICAN ASSOCIATION FOR JUSTICE.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99075900NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 1BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE ENDOWMENT'S DAY-TO-DAY AFFAIRS MAY BE CONDUCTED BY AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE ENDOWMENT'S OFFICERS, THE IMMEDIATE PAST PRESIDENT (PROVIDED THAT HE/SHE IS A MEMBER OF THE BOARD OF DIRECTORS), AND ONE MEMBER OF THE BOARD, WHO IS APPOINTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND PERFORM ALL OF THE DUTIES COMMONLY INCIDENT TO AND VESTED IN THE BOARD OF DIRECTORS, EXCEPT THAT THE COMMITTEE SHALL HAVE NO POWER TO AMEND, ALTER, OR REPEAL THE ENDOWMENT'S BYLAWS; ELECT, APOINT, OR REMOVE ANY MEMBER OF THE COMMITTEE OR ANY ENDOWMENT OFFICER OR DIRECTOR; AMEND THE ENDOWMENT'S ARTICLES OF INCORPORATION; ADOPT A PLAN OF MERGER OR CONSOLIDATION; AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF THE ENDOWMENT'S PROPERTY OR ASSETS; AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE ENDOWMENT OR REVOKE PROCEEDINGS THEREFOR; ADOPT A PLAN FOR DISTRIBUTION OF THE ENDOWMENT'S ASSETS; OR AMEND, ALTER OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS THAT FORBIDS SUCH ALTERATION, REPEAL, OR AMENDMENT.
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE AMENDED IN 2010 TO REFLECT THE ENDOWMENT'S MISSION OF CARRYING ON ACTIVITIES IN SUPPORT OF AAJ, NOT ATLA AS IT HAD IN THE PAST.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ENDOWMENT IS THE AMERICAN ASSOCIATION FOR JUSTICE.
FORM 990, PART VI, SECTION A, LINE 7ATHE ENDOWMENT'S DIRECTORS ARE ELECTED BY THE BOARD OF GOVERNORS OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ), FROM INDIVIDUALS NOMINATED BY THE ENDOWMENT'S BOARD OF DIRECTORS. ANY VACANCIES THAT MAY OCCUR ON THE BOARD WILL BE FILLED, FOR THE UNEXPIRED TERM, BY THE AAJ BOARD OF GOVERNORS.
FORM 990, PART VI, SECTION A, LINE 7BAMENDMENT OR REPEAL OF THE ENDOWMENT'S BYLAWS IS DONE BY THE AFFIRMATIVE VOTE OF THE ENDOWMENT'S BOARD OF DIRECTORS, SUBJECT TO THE RATIFICATION OF THE BOARD OF GOVERNORS OF THE AMERICAN ASSOCIATION FOR JUSTICE.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE CFO, THE COO AND THE AUDIT COMMITTEE, AND IS SENT TO THE ENTIRE BOARD BEFORE BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CBECAUSE THE ENDOWMENT IS AN AFFILIATE OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ), IT IS COVERED BY AAJ'S CONFLICT OF INTEREST POLICY. FOLLOWING IS THE PROCEDURE EMBODIED IN THAT POLICY: THE GOVERNOR OR ORGANIZATIONAL MANAGER SHALL REVEAL THE POTENTIAL CONFLICT, IN WRITING TO THE AAJ PRESIDENT, UNLESS THE PRESIDENT IS THE GOVERNOR IN QUESTION, IN WHICH CASE IT SHALL BE DISCLOSED TO THE AAJ PRESIDENT ELECT. THE WRITTEN DISCLOSURE SHALL INCLUDE, AT A MINIMUM, THE FOLLOWING: I. THE NATURE OF THE TRANSACTION. II. THE TERMS AND CONDITIONS OF THE TRANSACTION, INCLUDING MONEY OR OTHER BENEFITS FLOWING TO THE GOVERNOR, THE ORGANIZATIONAL MANAGER OR THE OTHER DISQUALIFIED PERSON. III. TO THE EXTENT THAT IT IS A DISQUALIFIED PERSON AND NOT AN ORGANIZATIONAL MANAGER OR GOVERNOR, THE NAME, ADDRESS AND RELATIONSHIP OF THE DISQUALIFIED PERSON TO THE ORGANIZATIONAL MANAGER OR GOVERNOR AND THE EXTENT OF THAT PERSON'S INTEREST IN THE TRANSACTION. IV. ANY OTHER INFORMATION REASONABLY REQUESTED BY THE PRESIDENT OR PRESIDENT ELECT. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN THE AAJ/THE FUND AND ITS GOVERNORS, ORGANIZATIONAL MANAGERS, OR OTHER DISQUALIFIED PERSONS, NO TRANSACTION WILL BE CONSUMMATED IF: I. THE TRANSACTION IS NOT BASED UPON FAIR MARKET VALUE, INCLUDING REASONABLE COMPENSATION WITH RESPECT TO ANY ORGANIZATIONAL MANAGER WHO IS AN EMPLOYEE; OR, II. ANY TRANSACTION IN WHICH THE GOVERNOR, ORGANIZATIONAL MANAGER OR OTHER DISQUALIFIED PERSON RECEIVES A PERCENTAGE OF THE REVENUES OF THE ASSOCIATION.
FORM 990, PART VI, SECTION B, LINE 15: THE ENDOWMENT DOES NOT HAVE AN EXECUTIVE DIRECTOR, NOR EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE, A RELATED ENTITY.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR.
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 232,306.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2CTHE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusControlled OrgControlledOrgBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
AMERICAN ASSOCIATION FOR JUSTICE
777 6TH STREET NWWASHINGTONDC20001042114561PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEMDC501(C)(6)LINE 70
AMERICAN ASSOCIATION FOR JUSTICE EDUCATION FUND
777 6TH STREET NWWASHINGTONDC20001521105720TRAIN AND EDUCATE LAWYERS ON LEGAL ISSUESDC501(C)(3)0AMERICAN ASSOCIATION FOR JUSTICE
AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE
777 6TH STREET NWWASHINGTONDC20001526161471POLITICAL ACTIVITIESDC527/SSF0AMERICAN ASSOCIATION FOR JUSTICE
TRIAL LAWYERS CARE
777 6TH STREET NWWASHINGTONDC20001522346888HELP 9/11 VICTIMS OBTAIN PAYMENT FROM THE FEDERAL 9/11 COMPENSATION FUNDDC501(C)(3)LINE 70AMERICAN ASSOCIATION FOR JUSTICE
CIVIL JUSTICE FOUNDATION
777 6TH STREET NWWASHINGTONDC20001521477114SAFEGUARD CONSTITUTIONAL RIGHTSDC501(C)(3)LINE 70AMERICAN ASSOCIATION FOR JUSTICE

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1THE ATLA GROUP INSURANCE TRUSTBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1777 6TH STREET NWAddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20001ZIPCode
FieldValueIRS element (for citing)
EIN526231357EIN
Primary ActivityINSURANCE TRUSTPrimaryActivity
Legal Domicile StateDCLegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
Type Of EntityTTypeOfEntity
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR JUSTICEBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeOTransactionType
Amount Involved10000AmountInvolved
Method Of Amt DeterminationFMVMethodOfAmtDetermination