2012-06-12T15:12:44-05:00 2011-07-31 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2010-08-01 521964499 THE AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT AMER 2029653500 777 6TH STREET NW WASHINGTON DC 20001 CHARLES JEFFRESS 2029653500 2012-06-12 1 DEBORAH G KOSNETT 2022932200 2010 2016-02-24 21:20:13Z MARY E ALEXANDER 777 6TH STREET NW WASHINGTON DC 20001 10907882 0 X WWW.JUSTICE.ORG X 1995 DC 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. 12 12 0 22 0 0 12000 0 0 0 1049125 1094768 0 0 1061125 1094768 494341 464150 0 0 0 0 0 0 0 196918 265144 691259 729294 369866 365474 18685069 19446082 198222 171160 18486847 19274922 X 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. 0 0 464150 464150 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. 464150 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X MARY K BERGE CFO 2029653500 777 6TH STREET NW WASHINGTON DC 20001 X MARY E ALEXANDER 5.00 X 0 0 0 LEWIS S MIKE EIDSON 5.00 X 0 0 0 KATHLEEN FLYNN PETERSON 5.00 X 0 0 0 LEO V BOYLE 5.00 X 0 0 0 DAVID WM BOONE 1.00 X 0 0 0 DAVID S CASEY 1.00 X 0 0 0 SIDNEY GILREATH 1.00 X 0 0 0 STEPHEN J HERMAN 1.00 X 0 0 0 ALFRED K NIPPERT 1.00 X 0 0 0 TODD A SMITH 1.00 X 0 0 0 LARRY S STEWART 1.00 X 0 0 0 ANTHONY TARRICONE 1.00 X 0 0 0 0 0 0 0 0 0 0 MERRILL LYNCH 225 W WACKER DRIVE CHICAGO IL 60606 INVESTMENT MANAGEMENT 130651 1 662865 662865 10245017 9813114 431903 431903 431903 1094768 0 0 1094768 394817 394817 69333 69333 4013 4013 130651 130651 515 515 2048 2048 BAD DEBT 124400 124400 FEES & LICENSES 2624 2624 BANK FEES 1811 1811 CHANGE IN PLEDGE DISCOU -918 -918 729294 464150 265144 0 14458 89432 130982 0 98225 77660 18398881 19256162 42523 22828 18685069 19446082 198222 171160 198222 171160 X 1207229 2118786 17279618 17156136 18486847 19274922 18685069 19446082 X 365474 422601 X 0 1 0 X 0 X X X 0 0 0 AMERICAN ASSOCIATION FOR JUSTICE 042114561 501(C)(6) 1 1 1 0 1 0 18486847 0 1517369 464150 265144 19274922 17374486 12000 1791620 494341 196918 18486847 16990532 271289 307321 24252 170704 17374186 0.00000 0.89000 0.11000 0 0 0 1094768 729294 365474 422601 422601 788075 1517369 422601 422601 1094768 0 1094768 729294 0 729294 0 729294 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. 1 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 3 1 RESEARCH AND WHITE PAPER WRITING ON VARIETY OF ISSUES 4 69333 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. FORM 990, PART VI, SECTION C, LINE 19 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 422,601. 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) AMERICAN ASSOCIATION FOR JUSTICE 0 AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE 777 6TH STREET NW WASHINGTON DC 20001 526161471 POLITICAL ACTIVITIES DC 527/SSF AMERICAN ASSOCIATION FOR JUSTICE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 AMERICAN ASSOCIATION FOR JUSTICE O 19696 COST