AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT (EIN 52-1964499)
- Tax period
- 2010-08-01 to 2011-07-31
- Filed
- 2012-06-12
- IRS object ID
- 201221649349300647
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-12T15:12:44-05:00 | Timestamp |
| Tax Period End Date | 2011-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521964499 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN ASSOCIATION FOR JUSTICE | BusinessNameLine1 |
| Business Name Line2 | ROBERT L HABUSH ENDOWMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 2029653500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 6TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES JEFFRESS | Name |
| Title | AAJ COO | Title |
| Phone | 2029653500 | Phone |
| Date Signed | 2012-06-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH G KOSNETT | Name |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY E ALEXANDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 6TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10907882 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JUSTICE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | THE 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 Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1049125 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1094768 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1061125 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1094768 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 494341 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 464150 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 196918 | OtherExpensePriorYear |
| Other Expenses Current Year | 265144 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 691259 | TotalExpensesPriorYear |
| Total Expenses Current Year | 729294 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 369866 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 365474 | RevenuesLessExpensesCY |
| Total Assets BOY | 18685069 | TotalAssetsBOY |
| Total Assets EOY | 19446082 | TotalAssetsEOY |
| Total Liabilities BOY | 198222 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 171160 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18486847 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19274922 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 464150 | Expense |
| Grants | 464150 | Grants |
| Description | TO 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 Expense | 464150 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY K BERGE CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2029653500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 6TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| MARY E ALEXANDER | |||||
| PRESIDENT | 5.00 | X | 0 | 0 | 0 |
| LEWIS S MIKE EIDSON | |||||
| VICE PRESIDENT | 5.00 | X | 0 | 0 | 0 |
| KATHLEEN FLYNN PETERSON | |||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 |
| LEO V BOYLE | |||||
| TREASURER | 5.00 | X | 0 | 0 | 0 |
| DAVID WM BOONE | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| DAVID S CASEY | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| SIDNEY GILREATH | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| STEPHEN J HERMAN | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| ALFRED K NIPPERT | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| TODD A SMITH | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| LARRY S STEWART | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| ANTHONY TARRICONE | |||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 130651 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 662865 | TotalRevenueColumn |
| Exclusion | $662,865 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10245017 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9813114 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 431903 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 431903 | TotalRevenueColumn |
| Exclusion | $431,903 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1094768 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,094,768 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394817 | Total |
| Program Services | 394817 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69333 | Total |
| Program Services | 69333 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4013 | Total |
| Management And General | 4013 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130651 | Total |
| Management And General | 130651 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515 | Total |
| Management And General | 515 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2048 | Total |
| Management And General | 2048 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BAD DEBT | 124400 | 124400 |
| FEES & LICENSES | 2624 | 2624 |
| BANK FEES | 1811 | 1811 |
| CHANGE IN PLEDGE DISCOU | -918 | -918 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729294 | Total |
| Program Services | 464150 | ProgramServices |
| Management And General | 265144 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14458 | BOY |
| EOY | 89432 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130982 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98225 | BOY |
| EOY | 77660 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18398881 | BOY |
| EOY | 19256162 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42523 | BOY |
| EOY | 22828 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18685069 | BOY |
| EOY | 19446082 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198222 | BOY |
| EOY | 171160 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198222 | BOY |
| EOY | 171160 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1207229 | BOY |
| EOY | 2118786 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17279618 | BOY |
| EOY | 17156136 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18486847 | BOY |
| EOY | 19274922 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18685069 | BOY |
| EOY | 19446082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 365474 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 422601 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR JUSTICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042114561 | EIN |
| Type Of Organization | 501(C)(6) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18486847 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 1517369 | InvestmentEarningsOrLosses |
| Other Expenditures | 464150 | OtherExpenditures |
| Administrative Expenses | 265144 | AdministrativeExpenses |
| End Of Year Balance | 19274922 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17374486 | BeginningOfYearBalance |
| Contributions | 12000 | Contributions |
| Investment Earnings Or Losses | 1791620 | InvestmentEarningsOrLosses |
| Other Expenditures | 494341 | OtherExpenditures |
| Administrative Expenses | 196918 | AdministrativeExpenses |
| End Of Year Balance | 18486847 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16990532 | BeginningOfYearBalance |
| Contributions | 271289 | Contributions |
| Investment Earnings Or Losses | 307321 | InvestmentEarningsOrLosses |
| Other Expenditures | 24252 | OtherExpenditures |
| Administrative Expenses | 170704 | AdministrativeExpenses |
| End Of Year Balance | 17374186 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.89000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 1094768 | TotalRevenue |
| Total Expenses | 729294 | TotalExpenses |
| Excess Or Deficit For Year | 365474 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 422601 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 422601 | TotalAdjustments |
| Excess Or Deficit Per FS | 788075 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1517369 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 422601 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 422601 | RevenueNotRptdF990 |
| Revenue Subtotal | 1094768 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1094768 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 729294 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 729294 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 729294 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CENTER FOR PROGRESSIVE REFORM | |||||||
| 455 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | 352182224 | 501(C)(3) | 77670 | PREEMPTION POLICY PAPERS |
| POUND CIVIL JUSTICE INSTITUTE | |||||||
| 777 - 6TH STREET NW | WASHINGTON | DC | 20001 | 046079643 | 501(C)(3) | 60000 | JUDGES FORUM |
| RAND INSTITUTE | |||||||
| PO BOX 2138 | SANTA MONICA | CA | 904072138 | 951958142 | 501(C)(3) | 27500 | SUPPORT |
| PETER D HART RESEARCH ASSOC INC | |||||||
| 1724 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | 522137154 | 46000 | POLLING AND FOCUS GROUP RESEARCH | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESEARCH AND WHITE PAPER WRITING ON VARIETY OF ISSUES | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 69333 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE 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 O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | BETWEEN 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 6 | THE SOLE MEMBER OF THE ENDOWMENT IS THE AMERICAN ASSOCIATION FOR JUSTICE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE 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 7B | AMENDMENT 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 11 | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE AMERICAN ASSOCIATION FOR JUSTICE, THEN SENT TO THE PRESIDENT OF THE ENDOWMENT BOARD FOR REVIEW AND SIGNATURE. | |
| FORM 990, PART VI, SECTION B, LINE 15: THE ENDOWMENT DOES NOT HAVE AN EXECUTIVE DIRECTOR, NOR EMPLOYEES. | ||
| THE 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 422,601. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION FOR JUSTICE | ||||||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | 042114561 | PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEM | DC | 501(C)(6) | LINE 7 | 0 | |
| ASSN OF TRIAL LAWYERS OF AMERICA A CORPORATION EDUCATION FUND | ||||||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | 521105720 | TRAIN AND EDUCATE LAWYERS ON LEGAL ISSUES | DC | 501(C)(3) | 0 | AMERICAN ASSOCIATION FOR JUSTICE | |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE | ||||||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | 526161471 | POLITICAL ACTIVITIES | DC | 527/SSF | 0 | AMERICAN ASSOCIATION FOR JUSTICE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR JUSTICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 19696 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
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