efile GRAPHIC rint - DO NOT PROCESS 0MB Return of Organization Exempt From Income Tax Form99O • • Department of the Treasury Internal Revenue Service For the 2015 calendar year, or tax year beqinninq 10-01-2015 C Name of organization B Check 1fapplicable THE FEDERALJST SOCIETYFOR LAWAND Address change PUBLJCPOLJCYSTUDIES % THE FEDERALJST SOCIETY Name change Doing business as In1t1a I return Final return/terminated F Name and address of principal STEVEN G CALABRESI 1776 I STREET NW SUITE 300 WASHINGTON,DC 20006 I Tax-exempt status J Website: IV so1(c)(3J i WWW FED-SOC E Telephone number (202) officer H(a) ) • (insert no) 501(c) ( H(b) I 4947(a)( 1) or 1527 Is this a group return for H(c) I I Assoc1at1on Other • i subordinates? No Are all subordinates included? If "No," attach 1Trust 822-8138 G Gross receipts$ 26,936,652 ORG IV Corporation K Form of organization en: 36-3235550 City or town, state or province, country, and ZIP or foreign postal code WASHINGTON,DC 200063774 Appl1cat1onpending • D Employer identif1cat1on number Number and street (or PO box 1f mall Is not delivered to street address)! Room/suite 1776 I STREETNW Suite 300 Amended return Open to Public Inspection , and endinq 09-30-2016 A I I I I No 1545-0047 2015 Under section 501(c), 527, or4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter social security numbers on this form as It may be made public Information about Form 990 and its instructions Is at www IRS qov/fotm990 ~ I I DLN:93493072000307 As Filed Data - 1Yes I No a 11st (see 1nstruct1ons) Group exemption L Year of formation IV Yes • number M State of legal dom1c1le IL 1982 Summary 1 Briefly describe the organ1zat1on's mIssIon or most s1gn1f1cant actIvItIes THE ORGANIZATION PROMOTES INTELLECTUAL DIVERSITY AND THE RULE OF LAW IN THE LEGAL COMMUNITY ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES IT IS "' u ,.. ~ ... a; > 2 Check 0 this box :., ,,:j 3 Number v•• (II •1 of voting 1fthe organIzatIon members d1scont1nued of the governing j 5 Total number of 1nd1v1duals employed In calendar ct 6 Total number of volunteers 1f necessary) 7a Total unrelated b Net unrelated business business (estimate revenue taxable of the governing of more than 25% of its net assets body (Part VI, line lb) year 2015 from Part VIII, income or disposed body (Part VI, line la) 4 Numberof1ndependentvot1ng ;:; '-' members its operations (Part V, line 2a) 3 12 4 8 5 44 6 column from Form 990-T, (C), line 12 4,800 7a line 34 0 7b Prior Year ~ ,.. Qo B Contributions 9 Program > ,,, 10 Investment C: 11 Other 12 Total 12) 13 Grants ~ and grants service revenue income revenue (Part VIII, line lh) (Part VIII, line 2g) (Part VIII, (Part VIII, revenue-add column Benefits 15 Salaries, 5-10) 17,224,591 (A), lines 3, 4, and 7d) 11 (must equal Part VIII, paid (Part IX, column paid to or for members other compensation, (Part IX, column employee benefits column 25,762,242 868,281 780,995 103,770 56,339 -5 81 1,256 (A), lines 5, 6d, Sc, 9c, 10c, and lle) lines 8 through and s1m1lar amounts 14 column Current Year (A), line 18,197,898 26,598,995 334,388 (A), lines 1-3) 355,038 0 (A), line 4) (Part IX, column (A), lines 0 5,007,588 5 ,4 71,921 V, ~ 16a l b Professional fundra1s1ng fees (Part IX, column Total fundra1s1ngexpenses (Part IX, column (D), line 25) 17 Other expenses 1B Total 19 Revenue expenses (Part IX, column Add lines 13-17 less expenses Subtract 0 (A), line lle) • 957,713 (A), lines lla-lld, llf-24e) (must equal Part IX, column (A), line 25) line 18 from line 12 ~; tl ~cl! -2! ~::, Zu. • :r. , 20 Total ... assets 21 Total 10,036,093 15,077,690 15,863,052 3,120,208 10,735,943 22 Net assets Sianature or fund balances "** • • Paid Preparer Use Only Subtract 27,551,950 1,302,606 1,755,641 14,914,760 line 21 from line 20 25,796,309 Block this return, Declaration 1nclud1ng accompanying schedules and statements, and to the best of of preparer (other than officer) Is based on all 1nformat1on ofwh1ch 2017-03-06 Date lc>I" Signature of officer EUGENEB MEYERPRESIDENT Type or pnnt name and title Pnnt/Type preparer's name JOELC SUSCO Firm's name Firm's address I Preparer's signature JOELC SUSCO I Date I Check if self-employed • BONDBEEBEPC • 4600 EAST-WESTHIGHWAYSUITE900 Firm's EIN I PTIN P00189961 • Phone no ( 301) 272-6000 BETHESDA,MD 208143423 May the IRS discuss For Paperwork End of Year 16,217,366 (Part X, line 16) l1ab1l1t1es (Part X, line 26) Under penalties of periury, I declare that I have examined my knowledge and belief, It Is true, correct, and complete preparer has any knowledge Sign Here 9,735,714 Beg1nn1ng of Current Year 2! ~ C'C ---+-------,t---- organ1zat1on make any taxable b Gross receipts, fac1l1t1es Yes >-7_g_+----+---- or other vehicles, Sponsoring organizations maintaining donor advised funds. Did a donor advised fund ma1nta1ned by the sponsoring organ1zat1on have excess during the yeari Section S01(c)(7) 7b t----+-------,t---- did the organ1zat1on file Form 8899 Did the sponsoring a on a personal Yes to I 7d 7a t----+-------,t---- for which 1t was required or 1nd1rectly, on a personal 9a 10 property I or 1nd1rectly, to pay premiums and partly for goods and prov1ded7 filed during the year any funds, directly or gifts t----+-------,t---- did the organ1zat1on notify the donor of the value of the goods or services or otherwise that such contributions under section 170(c). a 8 1n excess statement No 6a on hand any payments for indoor tanning has 1t f1led a Form 7 2 O to report these services See the 1nstruct1ons during the tax yeari payments 7 If "No," provide an explanat,on 1n Schedule O for 13a 14a No 14b Form99O(2015) Page 6 Form 990 (2015) •@I?• Governance, Management, and Disclosure For each "Yes" response to Imes 2 through 7b below, and for a "No" response to Imes Ba, Sb, or 10b below, descnbe the Circumstances, processes, or changes m Schedule 0. See mstructIons. Check if Schedule Section A. Governina O contains a response or note to any line 1n this Part VI . Yes la (1 Bodv and Manaaement Enter the number of voting year members of the governing body at the end of the tax la No 12 If there are material differences 1n voting rights among members of the governing body, or 1fthe governing body delegated broad authority to an executive committee or s1m1lar committee, explain 1n Schedule O b Enter the number of voting members included 1n line la, above, who are lb independent 2 Did any officer, director, trustee, or key employee other officer, director, trustee, or key employeei 8 have a family relat1onsh1p or a business 3 Did the organ1zat1on delegate control over management duties superv1s1on of officers, directors or trustees, or key employees 4 Did the organ1zat1on make any s1gn1f1cant changes f11ed7 relat1onsh1p with any customarily performed by or under the direct to a management company or other person7 to its governing documents Did the organ1zat1on become aware during the year of a s1gn1f1cant d1vers1on of the organ1zat1on's 6 Did the organ1zat1on have members b Are any governance dec1s1ons of the organ1zat1on reserved or persons other than the governing body7 8 Did the organ1zat1on contemporaneously year by the following a The governing b Each committee 9 document who had the power to elect or appoint to (or subject the meetings to approval held or written by) members, actions undertaken with authority to act on behalf of the governing 3 No 4 No 5 No 6 No 7a No one or f----+-----,f---7b stockholders, body7 be reached Sa Yes Sb Yes at the No 9 B. Policies (This Section B reauests mformat1on about ool1c1es not reau1red bv the Internal Revenue Code.) Yes 10a Did the organ1zat1on have local chapters, branches, No during the body7 Is there any officer, director, trustee, or key employee listed 1n Part VII, Section A, who cannot organ1zat1on's ma1l1ng addressi If "Yes," provide the names and addresses in Schedule O Section assetsi or stockholdersi or other persons No since the prior Form 990 was 5 7a Did the organ1zat1on have members, stockholders, more members of the governing body7 2 or aff1l1atesi 10a Yes 10b Yes 11a Yes 12a Yes 12b Yes 12c Yes 13 Yes 14 Yes 15a Yes No b If "Yes," did the organ1zat1on have written aff1l1ates, and branches 11a Has the organ1zat1on provided the formi b Describe 12a 1n Schedule a complete O the process, Did the organ1zat1on have a written b Were officers, directors, rise to confl1ctsi c pol1c1es and procedures governing the act1v1t1es of such chapters, to ensure their operations are consistent with the organ1zat1on's exempt purposesi or trustees, copy ofth1s Form 990 to all members of1ts governing 1fany, used by the organ1zat1on to rev1ewth1s conflict of interest pol1cyi and key employees Did the organ1zat1on regularly and consistently in Schedule O how this was done monitor body before f1l1ng Form 990 If "No," go to line 13 required to disclose and enforce annually compliance interests with the pol1cyi that could give If "Yes," descnbe 13 Did the organ1zat1on have a written wh1stleblower 14 Did the organ1zat1on have a written document 15 Did the process for determ1n1ng compensation of the following persons include a review and approval by independent persons, comparab1l1ty data, and contemporaneous substant1at1on of the del1berat1on and dec1s1oni a The organ1zat1on's CEO, Executive b Other officers If"Yes" 16a or key employees Director, pol1cyi retention and destruction or top management pol1cyi off1c1al of the organ1zat1on to line 15a or 15b, describe the process Did the organ1zat1on invest 1n, contribute taxable entity during the yeari assets 1n Schedule 15b No 16a No O (see 1nstruct1ons) to, or part1c1pate 1n a Joint venture or s1m1lar arrangement with a f----+-----,f---- b If "Yes," did the organ1zat1on follow a written part1c1pat1on 1n Joint venture arrangements organ1zat1on's exempt status with respect policy or procedure requiring the organ1zat1on to evaluate its under applicable federal tax law, and take steps to safeguard the to such arrangementsi Section C. Disclosure • IL,MD,NY,PA,SC 17 List the States 18 Section 6104 requires an organ1zat1on to make its Form 1023 (or 1024 1fappl1cable), 990, and 990-T (3)s only) available for public 1nspect1on Indicate how you made these available Check all that apply with which a copy ofth1s Form 990 1s required to be filed 16b (SOl(c) 1 19 20 Own website I Another's website ~ Upon request I Other (explain 1n Schedule O) Describe 1n Schedule O whether (and 1f so, how) the organ1zat1on made its governing documents, interest policy, and f1nanc1al statements available to the public during the tax year conflict of State the name, address, and telephone number of the person who possesses the organ1zat1on's books and records THE FEDERALIST SOCIETY 1776 I STREET NW SUITE 300 WASHINGTON, DC 20006 (202) 822-8138 • Form990(2015) Form 990 (2015) j@ijfj Page Compensation of Officers, Directors,Trustees, Employees, and Independent Contractors Check if Schedule Section A. Officers, O contains Directors, a response Key Employees, .[1 or note to any line In this Part VII Trustees, Key Employees, 7 Highest Compensated and Highest Compensated Employees la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or w1th1n the organ1zat1on's tax year • List all of the organ1zat1on's current officers, directors, trustees (whether 1nd1v1duals or organ1zat1ons), regardless of amount of compensation Enter -0- In columns (D), (E), and (F) 1f no compensation was paid • List all of the organ1zat1on's current key employees, 1f any See InstructIons for def1n1t1on of "key employee" • List the organ1zat1on's five current highest compensated employees (other than an officer, who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) organIzatIon and any related organIzatIons • List all of the organ1zat1on's former officers, key employees, or highest compensated of reportable compensation from the organIzatIon and any related organIzatIons • List all of the organ1zat1on's formerdirectorsortrusteesthat organIzatIon, more than $10,000 of reportable compensation List persons compensated 1 the following order 1nd1v1dual trustees employees, and former such persons in Check this box 1f neither the organIzatIon employees who received more than $100,000 received, In the capacity as a former director or trustee from the organIzatIon and any related organIzatIons or directors, nor any related director, trustee or key employee) of more than $100,000 from the 1nst1tut1onal trustees, organIzatIon compensated officers, any current (A) (B) (C) Name and Title Average hours per week (11st any hours for related organIzatIons below dotted line) PosItIon (do not check more than one box, unless person IS both an officer and a d I rec tor/trustee) ,-, -=, ::J C:. u. -: = C:. ~ ~ C: ,_, "' ~ ~ - => ,: ~,-, 2,, Q ,r, "' '.=: ~ ~ ;,;- ,r, ,r, ,:, •t• ~ ,t, I -~ n3<6 _..., 0 :!: 3 -· ,:i 0 .,.. - ,t, ,t, ::::i ,r, ""Tl key employees, officer, director, (D) Reportable compensation from the organIzatIon (W- 2/1099MISC) of the highest or trustee (E) Reportable compensation from related organIzatIons (W- 2/1099MISC) (F) E st1mated amount of other compensation from the organIzatIon and related organIzatIons :2 => ..., :!: C, § -,:, •I• ., :::; a ,t, •I •T C:. ( 1) Steven G Calabres1 10 Director/Chairman 00 10 ................. ...................................................................... (2) David M McIntosh ................. ...................................................................... Director/Vice Chairman (3) Gary Lawson (4) Brent O Hatch (5) Eugene B Meyer (6) Leonard A Leo (7) Lee L1berman Otis (8) T Kenneth Cribb Jr (9) C Boyden Gray ( 10) Edwin Meese III (11) Michael B Mukasey ( 12) Nicholas Quinn Rosenkranz (13) Dean A Reuter ( 14) Douglas C Ubben 0 0 0 X X 0 0 0 X X 726,714 0 47,190 X X 435,000 0 50,508 X X 345,000 0 18,550 X 60,000 0 0 X 0 0 0 X 0 0 0 X 0 0 0 X 6,000 0 0 X 265,000 0 50,541 X 196,000 0 34,584 00 40 0 ................. ...................................................................... Director of Finance X 00 40 0 ................. ...................................................................... Director of Practice Groups X 00 10 ................. ...................................................................... Director 0 00 10 ................. ...................................................................... Director 0 00 10 ................. ...................................................................... Director 0 00 10 ................. ...................................................................... Director X 00 20 ................. ...................................................................... Director X 00 40 0 ................. ...................................................................... Director/Senior Vice President 0 00 40 0 ................. ...................................................................... Director/Exec Vice President 0 00 40 0 ................. ...................................................................... Director/ President 0 00 10 ................. ...................................................................... Director/Treasurer X 00 10 ................. ...................................................................... Director/Secretary X 00 Form990(2015) Form 990 jifl@O (2015) Section Page A. Officers, Directors, (A) Name and Title Trustees, Key Employees, and Highest Compensated (B) (C) Average hours per week (11st any hours for related organIzatIons below dotted II ne) PosItIon (do not check more than one box, unless person Is both an officer and a d I rec tor/trustee) ,-, - =.. :::J :, Q_ -: ~ :::i. ~ 0 ~ =-, Cc C ~ 2,. ~ ~,-, 0 :!: ;,;- I ,r, -~n3<6 _..., ,r, 3 '.;!?: 0 IL• CJ ,:i •t• ""Tl Employees (D) Reportable compensation from the organIzatIon (W- 2/1099MISC) 8 (continued) (E) Reportable compensation from related organIzatIons (W- 2/1099MISC) (F) Estimated amount of other compensation from the organIzatIon and related organIzatIons :2 ..., :::, :!: ·-- -,:,§,r, :::; ., Q - ,t, ,t, :::i :t ,r, "' ~ ,r a ,t, ,[, Cc ( 15) Peter K Redpath 40 0 Director of Student D1v1s1on ( 16) Jonathan R Bunch 00 40 0 State Courts, VP/Director (17) Cynthia Searcy 00 40 0 ........................................................................ ....................... ........................................................................ ....................... ........................................................................ ....................... DIRECTOROF DEVELOPMENT lb X 180,000 0 29,499 X 157,160 0 36,125 X 150,000 0 16,248 00 • • • Sub-Total C Total from continuation sheets to Part VII, Section A d Total (add lines lb and le) 2 Total number of 1nd1v1duals (1nclud1ng but not l1m1ted to those $100,000 of reportable compensation from the organIzatIon 3 Did the organIzatIon 11st any former officer, director or trustee, on line 1 a? If "Yes," complete Schedule J for such 1nd1v1dual • listed 13 2,520,874 above) who received 0 283,245 more than Yes 4 For any 1nd1v1dual listed organIzatIon and related key employee, or highest compensated 3 on line la, Is the sum of reportable compensation and other compensation organIzatIons greater than $150,0007 If "Yes,"completeScheduleJforsuch Section 1 4 Did any person listed on line la receive or accrue compensation from any unrelated services rendered to the organIzatIon? If "Yes," complete Schedule J for such person B. Independent organIzatIon 5 No Contractors (B) Description of services MEDIATRAINING CREATIVERESPONSECONCEPTS, 2760 EISENHOWERAVENUE4TH FLOOR ALEXANDRIA,VA 22314 DC Strategies, 566 Shenandoah Valley Drive FRONT ROYAL,VA 22630 JAMESP KELLYlII PC, 6220 BANNERHORNRUN ALPHARETTA, GA 30005 FT! CONSULTING, 909 COMMERCEROAD ANNAPOLIS,MD 21401 NORTHSTAR OPINION, 112 NORTHALFREDSTREET ALEXANDRIA,VA 22314 Total number of independent $100,000 of compensation Yes or 1nd1v1dual for Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organIzatIon Report compensation for the calendar year ending with or w1th1n the organ1zat1on's (A) Name and business address 2 No from the md1v1dual 5 No employee contractors (1nclud1ng but not l1m1ted to those from the organIzatIon 6 • listed above) tax year (C) Compensation 1,356,297 MEDIA CONSULTING 195,000 INTL EFFORTSCONSULT 165,000 PR CONSULTING 122,278 POLLING 108,704 who received more than Form990(2015) Form 990 (2015) jffii9ffi Statement Check of Revenue 0 contains if Schedule a response Iv or note to anv line In this Part VIII (A) Total ~~ la = ~ = ... 9 Page Federated campaigns la dues lb b Membership C Fundra1s1ng events le d Related organIzatIons ld e Government grants ( contributions) le f All other contnbut1ons,gifts, grants, and s1m1laramounts not included above lf g Noncash contributions included In lines 1a-1f $ h Total. Add lines la-lf (B) revenue (D) (C) Related or exempt function revenue Unrelated business revenue Revenue excluded from tax under sections 512-514 C) E C-' (I) ~ b l, C ..;, > ,._ I I I I 13,950 :i., ::; 25,762,242 25,762,242 Code REGISTRATIONFEES 900099 498,662 498,662 MEMBER SHIP DUES 900099 282,333 282,333 d Js e E ro O> f All other program g Total. Add lines 2a-2f service revenue 0 &: 3 Investment income (1nclud1ng d1v1dends, interest, and other s1m1lar amounts) 4 Income from investment 5 Royalties 6a Gross of tax-exempt bond proceeds (1) Real b • • • • 780,995 45,716 45,716 0 0 (11) Personal rents Less rentaI expenses C Rental income or ( loss) 0 d Net rental income 0 or (loss) (1) Securities 7a b • 0 ·• 10,623 • 0 (11) Other Gross amount from sales of assets other than inventory 340,263 Less cost or other basis and 329,640 sales expenses Cl/ C Gain or (loss) d Net gain or (loss) Sa ::I a; 10,623 Gross income from fundra1s1ng events (not 1nclud1ng $ of contributions reported See Part IV, line 18 :> Cl/ a: ... Cl/ -= 10,623 on line le) a - 0 b Less C Net income 9a direct b expenses or (loss) from fundra1s1ng events Gross income from gaming See Part IV, line 19 actIvItIes a b Less C Net income 1Oa direct from gaming Gross sales of inventory, returns and allowances b Less C Net income or (loss) • a 3,018 b 8,017 from sales of inventory Revenue MISCELLANEOUS 0 actIvItIes less cost of goods sold M 1scellaneous 11a b expenses or (loss) Business -4,999 -4,999 900099 4,418 4,418 • 4,418 • Code b C d All other revenue e Total.Add 12 lines lla-lld Total revenue. See I nstructIons • 26,598,995 780,995 55,758 Form99O(2015) Form 990 (2015) •ffiif:j Section Page Statement 501(c)(3) of Functional and 501(c)(4) Check if Schedule Expenses organIzatIons O contains 10 must complete a response all columns All otherorgan1zat1ons must complete column (A) or note to any line In this Part IX ~ Do not include amounts reported on lines 6b, 7b, Sb, 9b, and 1Db of Part VIII. Grants and other assistance to domestic organIzatIons domestic governments See Part IV, line 21 1 Program service expenses 38,720 38,720 316,318 316,318 Grants and other assistance to domestic 1nd1v1duals See Part IV, line 22 3 Grants and other assistance to foreign organIzatIons, foreign governments, and foreign 1nd1v1duals See Part IV, lines 15 and 16 0 4 Benefits 0 5 Compensation key employees 6 Compensation not included above, to d1squal1f1ed persons (as defined under section 4958(f)(l )) and persons described In section 4958(c)(3)(B) paid to or for members officers, directors, trustees, Other salaries 8 Pension plan accruals and contributions and 403(b) employer contributions) 9 Other employee general expenses Fundra1s1ng expenses 2,925,704 section 1,150,148 145,991 421,013 2,419,642 264,457 241,605 0 and wages (include and and 1,717,152 7 Management and 2 of current (D) (C) (B) (A) Total expenses 401(k) benefits 132,083 113,865 15,138 3,080 454,847 350,777 72,850 31,220 242,135 196,289 19,683 26,163 2,737 2,512 Payroll taxes 10 Fees for services 11 a Management b Legal C Accounting d Lobbying (non-employees) 0 5,249 28,000 28,000 0 e Professional f Investment fundra1s1ng services g Other(Ifl1ne llgamountexceeds amount, 11st line 1 lg expenses management 12 Advert1s1ng 13 O ff1ce expenses 14 I nformat1on tee hnology See Part IV, line 17 0 fees 0 10% ofl1ne 25,column on Schedule O) (A) and promotion 15 Royalties 16 Occupancy 17 Travel 18 Payments of travel or entertainment state, or local public off1c1als 19 Conferences, 20 Interest 21 Payments 22 DeprecIatIon, 2,124,709 2,118,397 308,010 305,488 299,136 210,789 19,559 14,447 6,162 150 72,654 15,693 2,522 5,112 0 conventions, expenses 931,098 723,302 97,187 110,609 1,397,708 1,323,571 26,330 47,807 for any federal, and meetings 467,200 467,200 2,473,903 2,447,530 21,252 5,121 70,568 55,043 7,057 8,468 28,764 291 28,473 0 to aff1l1ates depletion, 0 and amortIzatIon 23 Insurance 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses In line 24e If line 24e amount exceeds 10% ofl1ne 25, column (A) amount, 11st line 24e expenses on Schedule O ) a HO NO RA RIA 1,209,750 1,209,750 b RECORDING 300,725 297,600 3,125 C PRINTING 183,304 147,337 697 d JOURNAL 158,748 158,748 e All other expenses expenses. Add lines 1 through 24e 25 Total functional 26 Joint costs.Complete this line only 1fthe organIzatIon reported In column (B) Joint costs from a combined educational campaign and fundra1s1ng sol1c1tat1on 1ffollow1ng SOP 98-2 (ASC 958-720) Check here 35,270 29,662 26,190 -408 3,880 15,863,052 14,094,179 811,160 957,713 • 1 Form99O(2015) Page 11 Form 990 (2015) •=tfif:• Balance Sheet Check if Schedule O contains a response ·1 or note to any line In this Part X (B) (A) BegInnIng of year 1 Cash- non- 1nteres t-bea ring 2 Savings and temporary 3 Pledges and grants 4 Accounts 5 Loans and other receivables key employees, and highest Schedule L 6 Loans and other receivables from other d1squal1f1ed persons (as defined under section 4958(f)(l )), persons described In section 4958(c)(3)(B), and contributing employers and sponsoring organIzatIons of section 501(c)(9) voluntary employees' benef1c1ary organIzatIons (see 1nstruct1ons) Complete Part II of Schedule L ',/'I cash investments receivable, receivable, net net from current compensated <( 7 Notes and loans receivable, 8 Inventories 9 10a b r,;, -~ :c: net for sale or use Prepaid expenses and deferred charges Land, bu1ld1ngs, and equipment cost or other basis Complete Part VI of Schedule D 10a 736,459 Less 10b 374,934 I nvestments-publ1c ly traded 12 I nves tments-othe r sec unties 13 I nves tments-prog 14 Intangible 15 Other assets Total assets.Add Accounts 0 0 6 0 0 7 0 25,847 8 17,831 243,189 9 549,164 304,854 See Part IV, line 11 13 0 0 14 0 269,102 15 (must equal line 34) expenses 19 Deferred 20 Tax-exempt 21 Escrow or custodial 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and d1squal1f1ed persons Complete Part II of Schedule L 23 Secured mortgages and notes payable to unrelated revenue bond l1ab1l1t1es l1ab1l1ty Complete Part IV of Schedule D notes and loans payable to unrelated third parties 24 Unsecured 25 Other l1ab1l1t1es (1nclud1ng federal income tax, payables and other l1ab1l1t1es not included on lines 17-24) Complete Part X of Schedule D 26 Total liabilities.Add lines 17 through that follow 5 9,671,650 payable Organizations 0 12 Grants ,J\ 0 0 ("C ~ 4 11 18 -:.0 0 1,192,868 lines 1 through account 1,614,556 See Part IV, line 11 securities and accrued 12,829,827 3 361,525 ram- re lated payable 2 2,973,860 2,324,519 See Part IV, line 11 17 9,998,440 10c assets 16 11,330 1,199,240 ace umu lated deprec IatIon 11 1 and former officers, directors, trustees, employees Complete Part II of (l) ',/'I ',/'I End of year 9,966 third parties to related • ~ 171,548 16 27,551,950 645,558 17 471,396 0 18 0 211,983 19 271,106 0 20 0 0 21 0 0 22 0 0 23 0 0 24 0 third parties, 25 SFAS 117 (ASC 958), check here 15 16,217,366 445,065 25 1,013,139 1,302,606 26 1,755,641 10,765,995 27 13,690,008 4,138,765 28 12,096,301 10,000 29 10,000 and complete lines 27 through 29, and lines 33 and 34. (I) u ::: (-:; 27 Unrestricted net assets (-:; al 28 Temporarily ~ 29 Permanently restricted restricted net assets net assets ~ L.. Organizations that do not follow SFAS 117 (ASC 958), check here ~ complete 0 z,J\ (I) ,J\ ,J\ <( (I) lines 30 through 34. 30 Capital stock or trust 31 Pa1d-1n or capital 32 Retained 33 Total net assets 34 Total l1ab1l1t1es and net assets/fund earnings, principal, surplus, or current and funds 30 or land, bu1ld1ng or equipment endowment, • 1 accumulated or fund balances balances income, fund 31 or other funds 32 14,914,760 33 25,796,309 16,217,366 34 27,551,950 Form99O(2015) Form 990 (2015) •@13• Reconcilliation Check Total 1 if Schedule revenue Net assets 4 Subtract or fund balances Net unrealized 5 a response column 1 26,598,995 2 15,863,052 3 10,735,943 4 14,914,760 (A), line 25) line 2 from line 1 at beginning gains (losses) -1 or note to any line In this Part XI (A), line 12) (must equal Part IX, column Revenue less expenses 3 of Net Assets O contains (must equal Part VIII, Total expenses 2 of year (must equal Part X, line 33, column (A)) on investments 145,606 5 Donated 6 12 Page services and use offac1l1t1es 6 7 Investment expenses 7 8 P nor period adJustments 9 Other changes 10 Net assets or fund balances column (B)) 8 In net assets or fund balances (explain In Schedule O) 9 • •-.111 IZ •• Financial at end of year lines 3 through 9 (must equal Part X, line 33, 25,796,309 10 Statements Check if Schedule Combine and Reporting O contains a response i or note to anv line In this Part XII Yes 1 Iv Accrual 1 Cash from a prior year or checked Accounting method used to prepare the Form 990 If the organIzatIon changed its method of accounting Schedule O 2a Were the organ1zat1on's f1nanc1al statements compiled or reviewed by an independent If'Yes,' check a box below to 1nd1cate whether the f1nanc1al statements a separate basis, consolidated basis, or both 1 Separate basis 1 Consolidated b Were the organ1zat1on's f1nanc1al statements 1 basis audited C basis I Consolidated by an independent I basis explain In 2a accountant? for the year were compiled Both consolidated If'Yes,' check a box below to 1nd1cate whether the f1nanc1al statements basis, consolidated basis, or both Iv Separate 10ther "Other," and separate or reviewed accountant? and separate changed either its oversight process 3a As a result ofa federal award, was the organIzatIon Single Audit b If"Yes," required Act and O MB Circular or selection required process 2b Yes 2c Yes basis during the tax year, explain to undergo an audit or audits on on a separate If"Yes," to line 2a or 2b, does the organIzatIon have a committee that assumes respons1b1l1ty for oversight of the audit, review, or comp1lat1on of its f1nanc1al statements and selection of an independent accountant? If the organIzatIon Schedule O No basis for the year were audited Both consolidated No In as set forth In the A-1337 did the organIzatIon undergo the required audit oraud1ts7 If the organIzatIon did not undergo the audit or audits, explain why In Schedule O and describe any steps taken to undergo such audits 3a No 3b Form990(2015) Additional Data Software Software ID: Version: EIN: Name: Form 990, Part III - 4 Program (Code Service Accomplishments 36-3235550 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES (See the Instructions) ) (Expenses$ 1,869,504 1nclud1ng grants of$ ) (Revenue $ 37,031 ) ) (Expenses$ 1,894,453 including of$ 209,265 ) (Revenue $ 5,786 ) GENERAL PROGRAM (Code FACULTY ACTIVITIES grants Form 990, Part III - 4 Program (Code Service Accomplishments (See the Instructions) ) (Expenses$ 1,536,982 1nclud1ng grants of$ ) (Expenses$ 1,151,891 including of$ ) (Revenue $ 320,915 ) (Revenue $ 259,835 ) LAWYER ACTIVITIES (Code SYMPOSIUMS & CONVENTIONS grants 33,936) efile GRAPHIC rint - DO NOT PROCESS As Filed Data - DLN:93493072000307 Public Charity Status and Public Support (Form 990 or 990EZ) Complete if the organization 4947(a)(1) Attach Information about Schedule www.irs.gov/form 990. • • Department of the Treasury Internal Revenue Service is a section 501(c)(3) organization or a section nonexempt charitable trust. to Form 990 or Form 990-EZ. A (Form 990 or 990-EZ) and its instructions is at Name of the organization 1 2 3 4 1 1 1 1 5 i 6 i Iv 7 8 9 10 11 a b C d e f g i i i i A church, convention A school described A hospital Open to Public Inspection number 36-3235550 Reason for Public Charity Is not a private 2015 Employer identification THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES The organIzatIon No 1545-0047 0MB SCHEDULE A foundation Status because of churches, (All organ1zat1ons must complete this part.) See 1nstruct1ons. It Is (For lines 1 through or assocIatIon of churches In section 170(b)(l)(A)(ii).(Attach or a cooperative hospital service described Schedule organIzatIon 11, check only one box) In section 170(b)(l)(A)(i). E (Form 990 or 990-EZ)) described In section 170(b)(l)(A)(iii). A medical research organIzatIon operated In coniunctIon with a hospital described In section 170(b)(l)(A)(iii). Enter the hospital's name, city, and state An organIzatIon operated for the benefit of a college or unIversIty owned or operated by a governmental unit described In section 170(b)(l)(A)(iv). (Complete Part II) A federal, state, or local government or governmental unit described In section 170(b)(l)(A)(v). An organIzatIon that normally receives a substantial part of its support from a governmental described In section 170(b)(l)(A)(vi). (Complete Part II) A community trust described In section 170(b)(l)(A)(vi) (Complete Part II) unit or from the general public An organIzatIon that normally receives (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from actIvItIes related to its exempt funct1ons-subJect to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organIzatIon after June 30, 1975 Seesection 509(a)(2). (Complete Part III) An organIzatIon organized and operated exclusively to test for public safety See section 509(a)(4). An organIzatIon organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organIzatIons described In section 5 0 9 (a )(1) or section 5 0 9 (a)(2) See section 509(a)(3). Check the box In lines lla through lld that describes the type of supporting organIzatIon and complete lines lle, llf, and llg Type I. A supporting organIzatIon operated, supervised, or controlled by its supported organ1zat1on(s), typically by gIvIng the supported organ1zat1on(s) the power to regularly appoint or elect a maJority of the directors or trustees of the supporting organIzatIon You must complete Part IV, Sections A and B. Type II. A supporting organIzatIon supervised or controlled In connection with its supported organ1zat1on(s), by having control or management of the supporting organIzatIon vested In the same persons that control or manage the supported organ1zat1on(s) You must complete Part IV, Sections A and C. Type III functionally integrated. A supporting organIzatIon operated In connection with, and functionally integrated with, its supported organ1zat1on(s) (see 1nstruct1ons) You must complete Part IV, Sections A, D, and E. Type III non-functionally integrated. A supporting organIzatIon operated In connection with its supported organ1zat1on(s) that Is not functionally integrated The organIzatIon generally must satisfy a d1stribut1on requirement and an attentiveness requirement (see 1nstruct1ons) You must complete Part IV, Sections A and D, and Part V. Check this box 1fthe organIzatIon received a written determ1nat1on from the IRS that It Is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organIzatIon Enter the number of supported organIzatIons ............. . i i i i i Provide the following (i) Name of supported organIzatIon 1nformat1on about the supported (ii)EIN organ1zat1on(s) (iii) Type of organIzatIon (described on lines 1- 9 above (see InstructIons )) (iv) Is the organIzatIon listed In your governing document? Yes (v) A mount of monetary support (see 1nstruct1ons) (vi) A mount of other support (see 1nstruct1ons) No I I Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ. Cat No 11285F Schedule A ( Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) •ffiif• Section 2015 Page 2 Support Schedule for Organizations Described in Sections 170(b)(l)(A)(iv) and 170(b)(l)(A)(vi) (Complete only 1f you checked the box on line 5, 7, or 8 of Part I or 1f the organ1zat1on failed to qualify under Part III. If the organ1zat1on fails to qualify under the tests listed below, please complete Part III.) A. Public Support Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and 1 membership fees received (Do not include any unusual grants) Tax revenues levied for the 2 organ1zat1on's benefit and either paid to or expended on its behalf The value of services or fac1l1t1es 3 furnished by a governmental unit to the organ1zat1on without charge 4 Total. Add lines 1 through 3 The portion of total contributions 5 by each person (other than a governmental unit or publicly supported organ1zat1on) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public support. Subtract line 5 6 from line 4 • Section (a)2011 (b)2012 12,954,105 (c)2013 12,758,642 (d)2014 16,642,346 (e)2015 17,224,591 (f)Total 25,762,242 85,341,926 0 0 12,954,105 12,758,642 16,642,346 17,224,591 25,762,242 85,341,926 10,300,408 75,041,518 B. Total Support Calendar year (or fiscal year beginning in) 7 Amounts from line 4 Gross income from interest, 8 d1v1dends, payments received on securities loans, rents, royalties and income from s1m1lar sources Net income from unrelated 9 business act1v1t1es, whether or not the business 1s regularly carried on Other income Do not include 10 gain or loss from the sale of capital assets (Explain 1n Part • (a)2011 (b)2012 (c)2013 (d)2014 (e)2015 (f )Tota I 12,954,105 12,758,642 16,642,346 17,224,591 25,762,242 85,341,926 70,901 71,400 52,997 31,419 45,716 272,433 0 1,863 23,785 4,699 2,023 4,418 36,788 VI ) 12 Total support. Add lines 7 through 10 Gross receipts from related 13 First five years.If the Form 990 1s for the organ1zat1on's 11 85,651,147 act1v1t1es, etc check this box and stop here Section 14 C. Computation Public support percentage for 2015 15 Public support percentage for 2014 16a 331/30/o b 17a b 18 first, second, third, fourth, 12 or fifth tax year as a section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . of Public Support support test-2015.Ifthe I (see 1nstruct1ons) (line 6, column Schedule I 3,682,151 501(c)(3) •C organ1zat1on, . Percentage (f) d1v1ded by line 11, column A, Part II, line 14 (f)) 14 87 613 % 15 67 681 % organ1zat1on did not check the box on line 13, and line 14 1s 33 1/3% or more, check this box • •1 and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on ~ 331/30/o support test-2014.Ifthe organ1zat1on did not check a box on line 13 or 16a, and line 15 1s 33 1/3% or more, check this box and stop here. The organ1zat1on qual1f1es as a publicly supported organ1zat1on 10%-facts-and-circumstancestest-2015.Ifthe organ1zat1on did not check a box on line 13, 16a, or 16b, and line 14 1s 10% or more, and 1fthe organ1zat1on meets the facts-and-circumstances test, check this box and stop here. Explain 1n Part VI how the organ1zat1on meets the "facts-and-circumstances" test The organ1zat1on qual1f1es as a publicly supported organ1zat1on 10%-facts-and-circumstancestest-2014.Ifthe organ1zat1on did not check a box on line 13, 16a, 16b, or 17a, and line 15 1s 10% or more, and 1fthe organ1zat1on meets the "facts-and-circumstances" test, check this box and stop here. Explain 1n Part VI how the organ1zat1on meets the "facts-and-circumstances" test The organ1zat1on qual1f1es as a publicly supported organ1zat1on Private foundation.If the organ1zat1on did not check a box on line 13, 16a, 16 b, 1 7 a, or 1 7 b, check this box and see •1 •I 1nstruct1ons Schedule A ( Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 2015 Page 3 MifiiOM Support Schedule for Organizations Described in Section 509(a)(2) (Complete only 1f you checked the box on line 9 of Part I or 1f the organ1zat1on failed to qualify under Part II. If the organ1zat1on fails to qualify under the tests listed below, please complete Part II.) S ect1on A P u bl"IC S upport Calendar year (or fiscal year beginning in) Gifts, grants, contributions, and 1 membership fees received (Do not include any "unusual grants") Gross receipts from adm1ss1ons, 2 merchandise sold or services performed, or fac1l1t1es furnished In any actIvIty that Is related to the organ1zat1on's tax-exempt purpose Gross receipts from actIvItIes 3 that are not an unrelated trade or business under section 513 Tax revenues levied for the 4 organ1zat1on's benefit and either paid to or expended on its behalf The value of services or fac1l1t1es 5 furnished by a governmental unit to the organIzatIon without charge 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, and 3 received from d1squal1f1ed persons b Amounts included on lines 2 and 3 received from other than d1squal1f1ed persons that exceed the greaterof$5,000 or 1% of the amount on line 13 for the year C Add lines 7a and 7b Public support. (Subtract line 7c 8 from line 6 ) • Section B. Total (a)2011 (b)2012 (c)2013 (d)2014 (e)2015 (f )Tota I (b)2012 (c)2013 (d)2014 (e)2015 (f )Tota I Support Calendar year (a)2011 (or fiscal year beginning in) 9 Amounts from line 6 Gross income from interest, 10a d1v1dends, payments received on securities loans, rents, royalties and income from s1m1lar sources Unrelated business taxable b income (less section 511 taxes) from businesses acquired after June 30, 1975 C Add lines 10a and 10b Net income from unrelated 11 business actIvItIes not included In line 1 Ob, whether or not the business Is regularly carried on Other income Do not include 12 gain or loss from the sale of capital assets (Explain In Part VI ) Total support. (Add lines 9, 10c, 13 11,and12) 14 First five years.If the Form 990 Is for the organ1zat1on's • first, second, third, fourth, or fifth tax year as a section 501(c)(3) check this box and stop here Section C. Computation of Public Support 15 Public support percentage for 2015 16 Public support percentage from 2014 Section D. Computation of Investment (f) d1v1ded by line 13, column A, Part III, Income 17 Investment income percentage for 2015 (line 10c, column 18 Investment income percentage from 2014 Schedule 19a 331/30/o support tests-2015.Ifthe organIzatIon •C Percentage (line 8, column Schedule organIzatIon, (f)) 15 line 15 16 Percentage (f) d1v1ded by line 13, column A, Part III, (f)) 17 line 17 18 did not check the box on line 14, and line 15 Is more than 33 1/3%, and line 17 Is not •1 •i •1 more than 33 1/3%, check this box and stop here. The organIzatIon qual1f1es as a publicly supported organIzatIon b 331/30/o support tests-2014.Ifthe organIzatIon did not check a box on line 14 or line 19a, and line 16 Is more than 33 1/3% and line 18 Is not more than 33 1/3%, check this box and stop here. The organIzatIon 20 Private foundation.If the organIzatIon qual1f1es as a publicly supported organIzatIon did not check a box on line 14, 19a, or 19b, check this box and see InstructIons Schedule A ( Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) •@fd Supporting Page 4 2015 Organizations (Complete only 1fyou checked a box on line 11 of Part I If you checked 11a of Part I, complete Sections A and B If you checked 11b of Part I, complete Sections A and C If you checked 11c of Part I, complete Sections A, D, and E If you checked 11d of Part I, complete Sections A and D, and complete Part V ) Section A. All Supporting Organizations Yes Are all of the organ1zat1on's supported organIzatIons listed by name In the organ1zat1on's governing documents? If "No," descnbe ,n Part VI how the supported organ,zat10ns are des 1gnated If designated by class or purpose, descnbe the des1gnat10n If h1stonc and cont1nuIng 1elat10nsh1p, expla,n 1 2 1 Did the organIzatIon have any supported organIzatIon that does not have an IRS determ1nat1on of status under section 509(a)(1) or (2 )7 If "Yes," expla,n ,n Part VI how the 01ganIzat10n dete,m,ned that the supported 01ganIzat10n was descnbed ,n sect/On 509(a)( 1) Of (2) 3a Did the organIzatIon have a supported If "Yes," answer (b) and (c) below organIzatIon described In section 501(c)(4), No 2 (5), or (6)7 3a b Did the organIzatIon confirm that each supported organIzatIon qual1f1ed under section sat1sf1ed the public support tests under section 509(a)(2)7 If "Yes," descnbe ,n Part VI when and how the organ,zat10n made the determ1nat10n 501(c)(4), 3b c Did the organIzatIon ensure that all support to such organIzatIons was used exclusively purposes? If "Yes," expla,n ,n Part VI what controls the organ,zat10n put ,n place to ensure such use 4a Was any supported organIzatIon not organized In the United States ("foreign If "Yes" and if you checked 11a or 11b ,n Part I, answer (b) and (c) below (5), or (6) and for section 170(c)(2)(B) 3c supported organ1zat1on")7 4a b Did the organIzatIon have ultimate control and d1scret1on In dec1d1ng whether to make grants to the foreign supported organIzatIon7 If "Yes," descnbe ,n Part VI how the 01ganIzat10n had such control and d1sc1et10n despite be,ng cont/OIied or supervised by 01 ,n connect/On with its suppo,ted organ,zat10ns 4b ~-~---~-- c Did the organIzatIon support any foreign supported organIzatIon that does not have an IRS determ1nat1on under sections 501(c)(3) and 509(a)(1) or(2)7 If "Yes," expla,n ,n Part VI what controls the organ,zat10n used to ensure that all sup port to the foreign supported organ,zat10n was used exclusively for sect/On 170(c)(2)(B) purposes Sa Did the organIzatIon add, substitute, or remove any supported organIzatIons during the tax year? If "Yes," answer (b) and (c) below (if applicable) Also, provide detail ,n Part VI, ,nclud,ng (!) the names and EIN numbers of the s uppo, ted organ,zat10ns added, subs t1tuted, or removed, (11) the reasons for each such act/On, (111)the authonty under the organ,zat10n 's organ,zIng document author/Zing such act/On, and (1v) how the act/On was accomplished (such as by amendment to the organ/Zing document) b Type I or Type II only. Was any added or substituted the organ1zat1on's c Substitutions 6 7 8 organIzIng supported organIzatIon part of a class already designated Sa In Sb document? only. Was the subst1tut1on the result of an event beyond the organ1zat1on's control? Sc Did the organIzatIon provide support (whether In the form of grants or the provIsIon of services orfac1l1t1es) to anyone other than (a) its supported organIzatIons, (b) 1nd1v1duals that are part of the charitable class benefited by one or more of its supported organIzatIons, or (c) other supporting organIzatIons that also support or benefit one or more of the f1l1ng organ1zat1on's supported organIzatIons7 If "Yes,"prov1dedeta1I ,n Part VI. 6 Did the organIzatIon provide a grant, loan, compensation, or other s1m1lar payment to a substantial contributor (defined In !RC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If "Yes,"complete Part I of Schedule L (Form 990) 7 Did the organIzatIon make a loan to a d1squal1f1ed person (as defined If "Yes," complete Part II of Schedule L (Form 990) 8 In section 4958) not described In line 77 9a Was the organIzatIon controlled directly or 1nd1rectly at any time during the tax year by one or more d1squal1f1ed persons as defined In section 4946 (other than foundation managers and organIzatIons described In section 509 (a )(1) or (2 ))7 If "Yes," provide detail ,n Part VI. b Did one or more d1squal1f1ed persons supporting organIzatIon (as defined In line 9(a)) hold a controlling had an interest? If "Yes," p1ov1de detail ,n Part VI. interest In any entity In which the 9b c Did a d1squal1f1ed person (as defined In line 9(a)) have an ownership interest In, or derive any personal benefit from, assets In which the supporting organIzatIon also had an interest? If "Yes," p1ov1de detail ,n Part VI. 10a Was the organIzatIon subject to the excess business holdings rules of I RC 4943 because ofIRC 4943(f) (regarding certain Type II supporting organIzatIons, and all Type III non-functionally integrated supporting organIzatIons )7 If "Yes," ans we, b below b Did the organIzatIon have any excess business holdings whether the organ,zat10n had excess bus,ness hold,ngs) 11 Has the organIzatIon accepted a gift or contribution c A 35% controlled entity persons? with persons described In (b) and (c) below, 11a In (a) above? ofa person described 10a 10b from any of the following or 1nd1rectly controls, either alone or together body of a supported organIzatIon7 b A family member of a person described 9c In the tax year? (Use Schedule C, Form 4720, to determine a A person who directly the governing 9a In (a) or (b) above7If 11b "Yes"toa, b, ore, prov1dedeta1I ,n Part VI Uc Schedule A ( Form 990 or 990-EZ) 2015 A (Form 990 Schedule •@Iii sect1on . B T voe or 990-EZ) Supporting 2015 Page 5 Organizations IS uooortma (continued) 0 raamzat1ons 1 Did the directors, trustees, or membership of one or more supported organ1zat1ons have the power to regularly appoint or elect at least a maiority of the organ1zat1on's directors or trustees at all times during the tax year7 If "No," des en be ,n Part VI how the supported organ1zat10n(s) effectively ope,ated, supervised, or controlled the organ1zat10n 's act1v1t1es If the 01gan1zat10n had more than one supported 01gan1zat10n, des en be how the powers to appo,nt and/or ,emove directors or trustees we,e allocated among the supported organ1zat10ns and what cond1t10ns or restnct10ns, if any, applied to such powers dunng the tax year 1 2 Did the organ1zat1on operate for the benefit of any supported organ1zat1on other than the supported organ1zat1on(s) that operated, supervised, or controlled the supporting organ1zat1on7 If "Yes," exp/a,n ,n Part VI how p1ov1d1ng such benefit earned out the purposes of the supported 01gan1zat10n(s) that operated, s uperv,sed or controlled the s upport,ng organ1zat10n 2 sect1on II suooortma Section D. All Tvoe III Suooortina Were any of the organ1zat1on's officers, directors, or trustees either (1) appointed or elected by the supported organ1zat1on(s) or (11) serving on the governing body of a supported organ1zat1on7 If "No," exp/a,n ,n Part VI how the organ1zat10n maintained a close and cont,nuous work,ng relat10nsh1p with the SU pp 01ted or g an1zat10n( s ) 2 Section E. Type III Functionally-Integrated Supporting a b C i i i The organ1zat1on sat1sf1ed the Act1v1t1es Test Complete The organ1zat1on 1s the parent of each of its supported The organ1zat1on supported 1nstruct1ons) Act1v1t1es Test Answer Yes No 1 a governmental entity 1 1.1 I Organizations Check the box next to the method that the organ1zat1on used to satisfy 1 No 2 By reason of the relat1onsh1p described 1n (2), did the organ1zat1on's supported organ1zat1ons have a s1gn1f1cant voice 1n the organ1zat1on's investment pol1c1es and 1n d1rect1ng the use of the organ1zat1on's income or assets at all times during the tax year7 If "Yes," descnbe ,n Part VI the role the organ1zat10n's supported 01gan1zat10ns played ,n this rega1d 3 Yes Oraanizations Did the organ1zat1on provide to each of1ts supported organ1zat1ons, by the last day of the fifth month of the organ1zat1on's tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date ofnot1f1cat1on, and (3) copies of the organ1zat1on's governing documents 1n effect on the date of not1f1cat1on, to the extent not previously prov1ded7 1 No 0 raamzat1ons Were a maiority of the organ1zat1on's directors or trustees during the tax year also a maiority of the directors or trustees of each of the organ1zat1on's supported organ1zat1on(s )7 If "No," des en be ,n Part VI how cont/OJ or management of the s upport,ng organ1zat10n was vested ,n the same pers ans that controlled or managed the sup ported organ1zat10n(s) 1 2 C . Tvoe Yes the Integral Part Test during the year (see instructions) line 2 below organ1zat1ons Describe Complete line 3 below 1n Part VI how you supported a government entity (a) and (b) below. (see Yes No a Did substantially 3 all of the organ1zat1on's act1v1t1es during the tax year directly further the exempt purposes of the supported organ1zat1on(s) to which the organ1zat1on was respons1ve7 If "Yes," then ,n Part VI identify those supported organizations and explain how these act1v1t1es directly furthe,ed their exempt pU1poses, how the 01gan1zat10n was responsive to those supported organ1zat10ns, and how the organ1zat1on determined that these act1v1t1es constituted substantially all of its act1v1t1es 2a b Did the act1v1t1es described 1n (a) constitute act1v1t1es that, but for the organ1zat1on's involvement, one or more of the organ1zat1on's supported organ1zat1on(s) would have been engaged 1n7 If "Yes," exp/a,n ,n Part VI the reasons for the organ1zat1on 's pos1t1on that its supported 01gan1zat10n(s) would have engaged ,n these act1v1t1es but for the organ1zat1on's involvement 2b Parent of Supported O rgan1zat1ons Answer a Did the organ1zat1on have the power to regularly each of the supported organ1zat1ons7 (a) and (b) below. appoint or elect a maiority Provide details 1n Part VI of the officers, directors, or trustees o 3a b Did the organ1zat1on exercise a substantial degree of d1rect1on over the pol1c1es, programs and act1v1t1es of each of its supported orga n1zat1ons 7 If "Yes," des en be 1n Part VI the role played by the organ1zat10n ,n this regard 3b Schedule A ( Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) l:ifli!i Type III Check 1 2015 Page Non-Functionally Integrated here 1fthe organ1zat1on sat1sf1ed the Integral Type III non-functionally Section integrated A - Adjusted 1 Net short-term 2 Recoveries capital Supporting must complete on Nov Sections Net Income (see 1nstruct1ons) 3 3 4 Other Add lines 1 through 5 Deprec1at1on 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see 1nstruct1ons) 6 7 Other 7 8 Adjusted (see 1nstruct1ons) Net Income (subtract B - Minimum Asset Amount Average monthly value of securities la Average monthly cash balances lb C Fair market d Total (add lines la, value of other non-exempt-use e Discount claimed for blockage (explain 1n detail 1n Part VI) or other factors Acqu1s1t1on indebtedness 3 Subtract 4 Cash deemed held for exempt amount, see 1nstruct1ons) use 5 Net value of non-exempt-use assets 8 Minimum Asset Amount Section 1 Adjusted applicable 3 Enter 1-1/2 % of line 3 (for greater 4 (subtract 5 line 4 from line 3) d1stribut1ons 7 (add line 7 to line 6) 8 C - Distributable Current Year Amount net income for prior year (from Section A, line 8, Column A) 1 2 2 Enter85% M 1n1mum asset amount 4 Enter greater 5 Income 6 Distributable Amount. Subtract emergency temporary reduction Check 2 use assets 6 3 7 to non-exempt line 2 from line ld of prior-year ofl1ne 1 here 1fthe current 1nstruct1ons) for prior year (from Section B, line 8, Column A) 3 4 of line 2 or line 3 tax imposed (B) Current Year (optional) ld 2 Recoveries (A) Prior Year le assets lb, and le) M ult1ply line 5 by O3 5 (B) Current Year (optional) 1 b 7 (A) Prior Year 8 lines 5, 6 and 7 from line 4) a 6 All other C 5 and depletion Aggregate fair market value of all non-exempt-use assets (see 1nstruct1ons for short tax year or assets held for part of year) 1 See instructions. E 1 3 Section 20, 1970 A through 2 d1stribut1ons 4 expenses 6 Organizations Part Test as a qual1fy1ng trust organ1zat1ons gain of prior-year gross income supporting 509(a)(3) 5 1n prior year line 5 from line 4, unless subject (see 1nstruct1ons) year 1s the organ1zat1on's to 6 first as a non-funct1onally-1ntegrated Type III supporting organ1zat1on (see 1 Schedule A ( Form 990 or 990-EZ) 2015 Schedule A (Form 990 or 990-EZ) 1:1.f.lifJI Type Section III 2015 Page Non-Functionally Integrated Organizations paid to supported 2 Amounts paid to perform act1v1ty that directly excess of income from act1v1ty 3 Adm1n1strat1ve 4 Amounts 5 Qual1f1ed set-aside amounts 6 Other (describe expenses paid to acquire d1stribut1ons organ1zat1ons exempt-use Distributable for 2015 exempt purposes purposes purposes of supported of supported organ1zat1ons, 1n organ1zat1ons required) See 1nstruct1ons Add lines 1 through 9 6 organ1zat1ons from Section to which the organ1zat1on 1s responsive (provide C, line 6 d1v1ded by Line 9 amount E - Distribution Allocations instructions) 1 Distributable exempt exempt assets 1n Part VI) D1stribut1ons to attentive supported details in Part VI) See 1nstruct1ons Line 8 amount furthers (prior IRS approval 8 amount to accomplish paid to accomplish 7 Total annual distributions. 7 (continued) Current Year Amounts Section Supporting D - Distributions 1 10 509(a)(3) amount for 2015 from Section (see (i) Excess Distributions (ii) Underdistributions Pre-2015 ( iii) Distributable Amount for 2015 C, line 6 2 Underd1stribut1ons, 1fany, for years prior to 2015 (reasonable cause requ1red--see 1nstruct1ons) 3 Excess d1stribut1ons carryover, 1fany, to 2015 a b C d From 2013. e From 2014. f Total of lines 3a through e g A ppl1ed to underd1stribut1ons h Applied i to 2015 distributable Carryover from 2010 1nstruct1ons) j Remainder 4 D1stribut1ons Subtract for 2015 of prior years amount not applied (see lines 3g, 3h, and 31 from 3f from Section D, line 7 $ a A ppl1ed to underd1stribut1ons b Applied C to 2015 Remainder distributable Subtract of prior years amount lines 4a and 4b from 4 5 Rema1n1ng underd1stribut1ons for years prior to 2015,ifany Subtract lines 3g and 4a from line 2 (1f amount greater than zero, see 1nstruct1ons) 6 Rema1n1ng underd1stribut1ons for 2015 Subtract lines 3h and 4b from line 1 (1famount greater than zero, see 1nstruct1ons) 7 Excess distributions 3J and 4c 8 Breakdown carryover to 2016. Add lines of line 7 a b C Excess from 2013. d From 2014. e From 2015. Schedule A (Form 990 or 990-EZ) (2 O 15) Schedule A (Form 990 or 990-EZ) l:ifli!JI 2015 Page 8 Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, Sa, 6, 9a, 9b, 9c, lla, llb, and llc; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines le, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line le; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any add1t1onal information. (See instructions). Facts And Circumstances Test Return Reference Explanation Schedule A ( Form 990 or 990-EZ) 2015 efile GRAPHIC rint - DO NOT PROCESS SCHEDULED DLN:93493072000307 0MB Supplemental Financial Statements (Form 990) Department Treasury As Filed Data - 2015 • Complete if the organization answered "Yes," on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, lle, llf, 12a, or 12b. Attach to Form 990. about Schedule D (Form 990) and its instructions is at www.irs.gov/form • of the Information No 1545-0047 Open to Public Inspection 990. Internal Revenue Service Name of the organization Employer identification THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 36-3235550 number Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete 1f the organIzat1on answered "Yes" on Form 990, Part IV, line 6. (a) Donor advised 1 Total 2 Aggregate year) value of contributions 3 Aggregate value of grants 4 Aggregate value at end of year (b)Funds and other accounts to (during from (during Did the organIzatIon inform all donors funds are the organ1zat1on's property, 5 funds number at end of year year) and donor advisors In writing that the assets held In donor advised subject to the organ1zat1on's exclusive legal control? 1Yes Did the organIzatIon inform all grantees, donors, and donor advisors In writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring 1mperm1ss1ble private benefit? 6 •ffiif• 1 Conservation P urpose(s) of conservation 1 Preservation education) 1 1 Protection held by the organIzatIon of land for public use (e g, recreation of natural Preservation Complete easement 2 easements 1Yes Complete 1f the organ1zat1on answered "Yes" on Form 990, Part IV, line 7. Easements. (check or all that apply) 1 1 habitat Preservation of an historically Preservation of a cert1f1ed historic important land area structure of open space lines 2a through 2d 1fthe organIzatIon on the last day of the tax year held a qual1f1ed conservation contribution In the form ofa conservation Held at the End of the Year a Total number of conservation easements 2a b Total acreage c Number of conservation d Number of conservation easements included In (c) acquired historic structure listed In the National Register restricted Number of conservation 3 tax year by conservation easements easements easements 2b on a cert1f1ed historic structure mod1f1ed, transferred, included In (a) 2c after 8/17 /06, and not on a 2d released, ext1ngu1shed, easement Is located or terminated by the organIzatIon during the • ______ _ 4 Number of states where property 5 Does the organIzatIon have a written policy regarding the periodic monitoring, v1olat1ons, and enforcement of the conservation easements It holds? 6 Staff and volunteer year hours devoted 7 A mount of expenses subject to conservation to monitoring, InspectIng, handling • ______ _ InspectIon, handling of 1Yes of v1olat1ons, and enforcing conservation easements during the •-------incurred In monitoring, InspectIng, handling of v1olat1ons, and enforcing conservation easements during the year • $ ---------Does each conservation easement reported (B)(1) and section 170(h)(4 )(B)(11)7 8 on line 2(d) above satisfy In Part XIII, describe how the organIzatIon reports conservation balance sheet, and include, 1f applicable, the text of the footnote the organ1zat1on's accounting for conservation easements 9 the requirements of section 170(h)(4) I Yes easements In its revenue and expense statement, and to the organ1zat1on's f1nanc1al statements that describes 1:j/fiffflOrganizations Maintaining Collections of Art, Historical Treasures, Complete 1f the organIzat1on answered "Yes" on Form 990, Part IV, line 8. or Other Similar Assets. If the organIzatIon elected, as permitted under SFAS 116 (ASC 958), not to report In its revenue statement and balance sheet works of art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research In furtherance of public service, provide, In Part XIII, the text of the footnote to its f1nanc1al statements that describes these items la b If the organIzatIon elected, as permitted under SFAS 116 (ASC 958), to report In its revenue statement and balance sheet works of art, historical treasures, or other s1m1lar assets held for public exh1b1t1on, education, or research In furtherance of public service, provide the following amounts relating to these items (i) Revenue included (ii) Assets 2 included on Form 990, In Form 990, Part VIII, • $ _________ • $ --------- line 1 Part X If the organIzatIon following amounts received or held works of art, historical treasures, or other s1m1lar assets forf1nanc1al required to be reported underSFAS 116 (ASC 958) relating to these items a Revenue included on Form 990, b Assets For Paperwork included In Form 990, Part VIII, gain, provide the • $ _________ •$ line 1 Part X Reduction Act Notice, see the Instructions _ for Form 990. Cat No 52283D _ Schedule D (Form 990) 2015 Schedule D (Form 990) 1:ifiih! 2015 Page Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar 2 Assets continued Using the organ1zat1on's acqu1s1t1on, accession, collection items (check all that apply) 3 a 1 Public b 1 I Scholarly c and other records, e research any of the following I 1 d exh1b1t1on Preservation check that are a s1gn1f1cant use of its Loan or exchange programs Other for future generations 4 Provide a description Part XIII of the organ1zat1on's collections and explain how they further the organ1zat1on's exempt 5 During the year, did the organ1zat1on sol1c1t or receive donations of art, historical treasures or other s1m1lar assets to be sold to raise funds rather than to be ma1nta1ned as part of the organ1zat1on's collect1oni purpose 1n No Escrow and Custodial Arrangements. Complete 1f the organIzat1on answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. la Is the organ1zat1on an agent, trustee, included on Form 990, Part xi custodian or other 1ntermed1ary for contributions or other assets 1Yes Amount b If "Yes," c Beg1nn1ng balance le d Add1t1ons during the year ld e D1str1but1ons during the year le f Ending balance 1f 2a b explain the arrangement Did the organ1zat1on include If"Yes," •z•..;•-.- ... explain 1n Part XIII an amount the arrangement Endowment and complete on Form 990, 1n Part XIII Check the following here 1fthe explanation Contributions C Net investment lass es d Grants e Other expenditures and programs f Adm1n1strat1ve g End of year balance 2 earnings, the estimated b Permanent endowment c Temporarily restricted The percentages (i) unrelated percentage • of the current 100 000 • 1n Part XIII b (c)Two years back (d)Three years back (e)Four years back 10,000 (b )Pnor year 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000 10,000 endowment year end balance (line lg, column (a)) held as • % • on lines 2a, 2b, and 2c should funds not 1n the possession equal 100% of the organ1zat1on that are held and adm1n1stered for the Yes organ1zat1ons (ii) related organ1zat1ons on 3a(11), are the related If"Yes" Describe 1n Part XIII the intended organ1zat1ons listed as required uses of the organ1zat1on's on Schedule endowment No I 3aCH> No -I R7 No I 3a(i> 3b funds Land, Buildings, and Equipment. C omo Iete 1f t h e oraanIzat1on answere d 'Yes to Farm 990 , Part IV , 1ne 11 a. S ee Farm 990 , Part X , Iine 10 Description of property (a) Cost or other basis ( investment) la Yes gains, and or quasi-endowment Are there endowment organ1zat1on by 1:ljjij1 I expenses Board designated 4 has been provided l1ab1l1tyi for fac1l1t1es a b account or scholarships Provide 3a or custodial Funds. Complete 1f the organIzat1on answered "Yes" to Form 990, Part IV, line 10. Beg1nn1ng of year balance b table Part X, line 21, for escrow (a)Current year la not (b) Cost or other basis ( other) Accumulated (c)deprec1at1on (d)Book value Land b Buildings C Leasehold improvements d Equipment e Other Total. Add lines 1 a through 1 e (Column (d) must equal Form 990, Part X, column (B), /me 10(c)) 49,762 1,885 47,877 280,267 223,525 56,742 406,430 149,524 256,906 • 361,525 Schedule D (Form 990) 2015 Schedule D (Form 990) j:ifi@O 2015 Page Investments-Other Securities. See Form 990 Part X line 12 (a) Description of security or category (1nclud1ng name ofsecunty) (l)F1nanc1al (b)Book value (c)Method of valuation Cost or end-of-year market equity (3)0 ther (A) WHITEBOX MULTI-STRATEGY (B) CERTIFICATES - interests FD LTD OF DEPOSIT • Total. (Column (b) must equal Fann 990, Part X, col (B) /me 12) 1,287,009 F 8,384,641 F 9 ,6 71,650 Investments-Program Related. Complete 1f the organ1zat1on answered 'Yes' on Form 990, Part IV, line llc.see (a) Description (b) Book value of investment Other Assets. llllli~•·• Complete Form 990 Part X line 13. (c) Method of valuation Cost or end-of-year market 1fthe orqan1zat1on answered 'Yes' on Form 990, Part IV, line 1 ld See Form 990, (a) Description .• ....... Other Liabilities. Complete 1f the organ1zat1on answered 'Yes' on Form 990, Part IV, line lle See Form 990 Part X line 25 (a) Description Federal income DEFERRED 1,013,139 LEASE OBLIGATION organ1zat1on's XIII 0 taxes 2. L1ab1l1ty for uncertain or llf. (b) Book value of l1ab1l1ty Total. (Column (b) must equal Fann 990, Part X, col (B) /me 25) Part X, line 15 (b) Book value Total. (Column (b) must equal Form 990, Part X, col (BJ lrne 15) 1. value • Total. (Column (b) must equal Fann 990, Part X, col (B) /me 13) :.,-;, value derivatives (2)Closely-held •z 3 Complete 1f the organ1zat1on answered 'Yes' on Form 990, Part IV, line llb. • 1,013,139 tax pos1t1ons In Part XIII, provide the text of the footnote l1ab1l1ty for uncertain tax pos1t1ons under FIN 48 (ASC 740) Check to the organ1zat1on's f1nanc1al statements that reports the here 1fthe text of the footnote has been provided 1n Part ~ Schedule D (Form 990) 2015 Schedule D (Form 990) •ffli•• 1 Total 2 Page 4 2015 Reconciliation Statements With Revenue C omo Iete 1f t h e oraan1zat1on answere d 'Y es ' on Form 990 Part IV I1ne 12 a. revenue, Amounts gains, and other support included a Net unrealized b Donated Recoveries d Other per Audited per audited on line 1 but not on Form 990, gains (losses) services C of Revenue Financial f1nanc1al statements Part VIII, 1 26,752,618 line 12 on investments 2a and use of fac1l1t1es 145,606 2b of prior year grants (Describe per Return 2c ) 1n Part XIII 2d e Add lines 2a through 2d 2e 3 Subtract line 2e from line 1 4 Amounts included Investment b Other C Add lines 4a and 4b 5 Total l:r.1 • expenses (Describe revenue 2 Amounts a expenses Part VIII, line 7b 4a of Expenses per Audited per audited Part I, line 12) Prior year adjustments 2b losses 2c d Other (Describe e Add lines 2a through 1n Part XIII ) Amounts included on Form 990, b Other C Add lines 4a and 4b Total expenses •@f:jff• 2e 8,017 8,017 on Form 990, Part VIII, line 7b .1 4a I 4b 4c 5 Reference PART X, LINE 2 - FIN 48 FOOTNOTE 15,863,052 Information Provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines lb and 2b, Part V, line 4, Part X, line 2, Part XI, lines 2d and 4b, and Part XII, lines 2d and 4b Also complete this part to provide 1nformat1on Return 15,863,052 Part IX, line 25, but not on line 1: not included A d d I Ines 3 and 4c. (Th Is must e qua I Form 9 9 O , P a rt I , I In e 1 8 ) Supplemental 15 ,8 71,069 3 1n Part XIII) (Describe expenses 2d 2d line 2e from line 1 1 2a Other Subtract 26,598,995 per Return. Part IX, line 25 and use offac1l1t1es Investment -8 ,0 1 7 5 Statements With Expenses 'Yes' on Form 990, Part IV, line 12a. f1nanc1al statements on line 1 but not on Form 990, a -8 ,0 1 7 Financial b 4 I 4b 1f the organ1zat1on answered services I 4c and losses included Donated on Form 990, C 3 5 not included 26,607,012 line 12, but not on line 1 Add lines 3 and 4c.(Th1s must equal Form 990, Complete Total Part VIII, 1n Part XIII) -:t•• Reconciliation 1 3 on Form 990, a 145,606 any add1t1onal Explanation Accounting principles generally accepted 1n the United States of America require that management of an organ1zat1on evaluate tax pos1t1ons taken by the organ1zat1on and recognize a tax l1ab1l1ty 1f 1t 1s more likely than not that the pos1t1on will not be sustained upon exam1nat1on by the Internal Revenue Service Management has analyzed the Society's tax pos1t1ons and has concluded that as of September 30, 2016, there are no uncertain pos1t1ons taken or expected to be taken that would require disclosure 1n the f1nanc1al statements The Society 1s subject to routine audits by taxing jur1sd1ct1ons, however, there are currently no audits 1n progress for any tax periods Schedule D (Form 990) 2015 Schedule D (Form 990) • :r.,..;•:•n• Supplemental Return Page 5 2015 Information (continued) Reference PART XII, LINE 2D-OTHER EXPENSES INCLUDED ON FINANCIALS, BUT NOT FORM 990 I Explanation COST OF SALES $8,017 Schedule D (Form 990) 2015 efile GRAPHIC rint - DO NOT PROCESS SCHEDULE F (Form 990) As Filed Data - DLN:93493072000307 0MB Statement of Activities Outside the United States • Complete if the organIzatIon answered 2015 "Yes" to Form 990, Part IV, line 14b, 15, or 16. • Department of the Treasury Internal Revenue Service • Information Name of the organ1zat1on THE FEDERALIST SOCIETY PUBLIC POLICY STUDIES about Schedule No 1545-0047 Attach to Form 990. F (Form 990) and ,ts InstructIons Open to Public Inspection Is at www.irs.gov/form990. Employer identification number FOR LAW AND 36-3235550 General Information on Activities Outside the United States. Complete 1f the organ1zat1on answered "Yes" to Form 990, Part IV, line 14b. 1 Forgrantmakers. and other used Does assistance, to award the 2 Forgrantmakers. assistance outside 3 Act1v1tes the organ1zat1on the grants grantees' (The following (a) Region ( 1) Europe (Including Greenland) ( 2) North America ( 3) Central America Caribbean to substantiate grants organ1zat1on's or assistance, procedures Part I, line 3 table can be duplicated (b) Number of Iceland records the amount and the of its grants selection criteria or assistance? Describe in Part V the the United States per Region maintain el1g1b1l1ty for the for monitoring the use of its grants 1 Yes and other I No 1f add1t1onal space 1s needed) (d) Act1v1t1es conducted 1n (e) If act1v1tylisted 1n(d) 1sa offices 1nthe (c) Number of employees, region agents, and region (by type) (e g, fundra1s1ng,program independent services, investments, grants contractors in region to rec1p1entslocated 1nthe region) Program Services conference & seminars 797,692 Program & seminars 85,008 and and the Services (f) Total expenditures program service, describe for and investments spec1f1c type of serv1ce(s) 1nregion 1n region conference Investments 1,287,009 ( 4) ( 5) 2,169,709 3a Sub-total b Total from cont1nuat1on sheets to Part I c Totals (add lines 3a and 3b) For Paperwork Reduction Act Notice, see the Instructions 2,169,709 for Form 990. Cat No 50082W Schedule F (Form 990) 2015 Schedule imiii 1 F (Form 990) Page 2 2015 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete 1f the organIzatIon answered "Yes" to Form 990, Part IV, line 15, for any recIpIent who received more than $5,000. Part II can be duplicated 1f add1t1onal soace Is needed. (a) Name of organ1zat1on (b) IRS code (c) Region section and EIN (1f applicable) (d) Purpose grant of (e) Amount of cash grant (f) Manner of cash disbursement (g) A mount of non-cash assistance (h) Description of non-cash assistance (i) Method of valuation (book, FM V, appraisal, other) ( 1) ( 2) ( 3) ( 4) 2 Enter total number of recIpIent organIzatIons listed above that are recognized as charities by the foreign country, tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equ1valency letter 3 Enter total number of other organIzatIons or entItIes. recognized as • • Schedule F (Form 990) 2015 Schedule F (Form 990) •ffiih• (a) Type of grant or assistance ( 1) Page 3 2015 Grants and Other Assistance to Individuals Outside Part III can b e d up I1cated I f a dd 1t1onaI space 1s nee d e d O I in/Searle fellowship foreign rec1p1ents (b) Region (c) Number of rec1p1ents the United (d) Amount of cash grant States. (e) Complete Manner of cash disbursement 1f the organ1zat1on answered (f) Amount non-cash assistance of "Yes" to Form 990, Part IV, line 16. ( h) Method of (g) Description of non-cash assistance valuation (book, FM V, aoora1sal, other) East Asia and the Pac1f1c ( 2) ( 3) ( 4) ( 5) ( 6) ( 7) ( 8) ( 9) ( 10) ( 11) ( 12) ( 13) ( 14) ( 15) ( 16) ( 17) ( 18) Schedule F (Form 990) 2015 Schedule F (Form 990) •ffif ¢1 1 2 3 4 5 6 Foreign 2015 Page 4 Forms Was the organ1zat1on a US transferor of property to a foreign corporation during the tax yeari If "Yes,"the organrzatron may be requrred to frle Form 926, Return by a US Transferor of Property to a Forergn Corporatron (see Instructrons for Form 926) 1 Yes iv No Did the organ1zat1on have an interest 1n a foreign trust during the tax yeari If "Yes," the organIzat10n may be requrred to frle Form 3520, Annual Return to Report Transactrons wrth Forergn Trusts and Recerpt of Certain Forergn Grfts, and/or Form 3520-A, Annual Informatron Return of Forergn Trust Wrth a US Owner (see Instruct10ns for Forms 3520 and 3520-A, do not frle with Form 990) i Yes Iv No Did the organ1zat1on have an ownership interest 1n a foreign corporation during the tax yeari If "Yes," the organrzatron may be requrred to frle Form 5471, Informatron Return of US Persons wrth Respect to Certarn Forergn Corporatrons (see Instruct10ns for Form 5471) Iv Yes i No Was the organ1zat1on a direct or 1nd1rect shareholder of a passive foreign investment company or a qual1f1ed electing fund during the tax yeari If "Yes," the organrzatron may be requrred to file Form 8621, Informatron Return by a Shareholder of a Pass rve Forergn Investment Company or Qualrfred Electing Fund (see Ins tructrons for Form 8621) Iv Yes i No Did the organ1zat1on have an ownership interest 1n a foreign partnership during the tax yeari If "Yes," the organrzatron may be requrred to frle Form 8865, Return of US Persons wrth Respect to Certarn Forergn Partnershrps (see Instructrons for Form 8865) i Yes Iv No Did the organ1zat1on have any operations 1n or related to any boycotting countries during the tax yeari If "Yes," the organrzatron may be requrred to file Form 5713, Internatronal Boycott Report (see Instructrons for Form 5713, do not frle wrth Form 990) 1 Yes iv No Schedule F (Form 990) 2015 Additional Data Software Software ID: Version: EIN: Name: •iflii Schedule F (Form 990) 2015 36-3235550 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Page 5 Supplemental Information Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of rec1p1ents), as applicable. Also complete this part to provide any add1t1onal 1nformat1on (see instructions). efile GRAPHIC Schedule rint - DO NOT PROCESS As Filed Data - DLN:93493072000307 0MB I Grants and Other Assistance to Organizations, Governments and Individuals in the United States (Form 990) Complete Department of the Treasury Internal Revenue Service • Information if the organization 2015 answered "Yes," on Form 990, Part IV, line 21 or 22. to Form 990. about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. • Attach Open to Public Inspection Employer identif1cat1on Name of the organ12at1on THE FEDERALIST SOCIETY PUBLIC POLICY STUDIES General FOR LAW AND Information Describe •ifli•• In Part IV the organ1zat1on's and Assistance procedures for monitoring or assistance, the grantees' of (c) !RC section (b) EIN el1g1b1l1ty for the grants or assistance, and Iv Yes the use of grant funds In the United States Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete that received more than $5,000 Part II can be duol1cated 1fadd1t1onal soace Is needed (a) Name and address organIzatIon or government number 36-3235550 on Grants Does the organIzatIon maIntaIn records to substantiate the amount of the grants the selection criteria used to award the grants or assIstancei. 2 No 1545-0047 (d) A mount of cash grant 1f applicable 1f the organIzatIon (e) A mount of noncash assistance answered "Yes" on Form 9 9 O, Part IV, line 21, for any rec IpIent (f) Method of valuation (book, FM V, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance See Add1t1onal Data Table 2 Enter total number of section 3 Enter total number of other organIzatIons For Paperwork Reduction 501(c)(3) and government listed Act Notice, see the Instructions organIzatIons listed In the line 1 table. .• In the line 1 table. for Form 990. Cat No 50055P • Schedule I (Form 990) 2015 Schedule I (Form 990) 1ifli•O 2015 Page Grants and Other Assistance to Domestic Individuals.Complete Part III can be duplicated 1f add1t1onal space 1s needed (a)Type of grant or assistance (1) MISCELLANEOUS (2) 0 LIN/SEARLE (b)Number of rec1p1ents TRAVEL Return Reference PA RT I, LINE 2 - O rgan1zat1on's procedures for monitoring use of grant (c)Amount of cash grant 450 FELLOWSHIPS Supplemental 1f the organ1zat1on answered (d)A mount of non-cash assistance (e)M ethod of valuation (book, FMV, appraisal, other) (f)Descr1pt1on of non-cash assistance 145,773 9 Information. 2 "Yes" on Form 99 0, Part IV, line 2 2 Provide the information 170,545 required 1n Part I, line 2, Part III, column (b), and any other add1t1onal 1nformat1on. I Explanation O l1n/Searle Fellows are subject to a process of constructive monitoring which begins at the start ofthe1r fellowship and continues after, as they embark upon the academic Job market We enlist faculty at their host law schools (members of the fellowship selection committee where possible) to keep track ofthe1r scholarly projects as they progress, offering helpful feedback and g1v1ng us their views of the progress made We also touch base with them periodically ourselves to discuss their topics and progress We also, where possible, ask our Fellows to attend a workshop toward the beg1nn1ng and toward the end ofthe1r tenure, at which they discuss potential article topics and rehearse the Job talks they plan to give on the basis ofthe1r fellowship projects before a number of professors and members of our staff After the fellowship 1s over we keep track of all of our former fellows, prov1d1ng assistance and encouragement on the academic Job market We prepare an annual report on their status Each Searle Young Legal Scholar Fellow 1s assigned a mentor from among the senior professors who comprise the Searle selection committee, who review drafts of the papers they are working on and provide feedback Schedule I (Form 990) 2015 Additional Data Software ID: Software Version: EIN: Name: 36-3235550 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Form 990 ,, SC h e d u I e I, Part II, G rants an dOht er Assistance (a) Name and address organIzatIon or government of (b) EIN (c) !RC section 1f applicable to Domestic. 0 raamzat1ons (d) Amount of cash grant an d Domestic. (e) A mount of noncash assistance G overnments. (f) Method of valuation (book, FMV, appraisal, other) (g) Description of non-cash assistance (h) Purpose of grant or assistance YALE LAW SCHOOL PO BOX 208215 NEW HAVEN,CT 06520 06-0646973 501(C)(3) 12,000 GENERAL SUPPORT GEORGETOWN UNIVERSITY LAW CENTER 600 NEW JERSEY AVENUE 53-0196603 501(C)(3) 13,660 GENERAL SUPPORT NW WASHINGTON,DC 20001 efile GRAPHIC rint - DO NOT PROCESS As Filed Data - Compensation Information Schedule J (Form 990) 0MB Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Attach to Form 990. Information about Schedule l (Form 990) and its instructions is at www.irs.gov/form No 1545-0047 For certain Officers, • Department Treasury DLN:93493072000307 • of the 2015 • 990. Open to Public Ins ection Internal Revenue Service Name of the organ1zat1on Employer identification THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Questions number 36-3235550 Regarding Compensation Yes la Check the approp1ate box(es) 1fthe organ1zat1on provided any of the following to or for a person listed on Form 990, Part VII, Section A, line la Complete Part III to provide any relevant 1nformat1on regarding these items 1 1 1 1 b 2 First-class Travel or charter 1 1 1 1 travel for companions Tax 1demn1f1cat1on and gross-up D1scret1onary spending payments account Housing allowance Payments Health or residence for business or social Personal for personal use of personal use residence club dues or 1n1t1at1on fees services (e g, maid, chauffeur, If any of the boxes 1n line la are checked, did the organ1zat1on follow a written policy regarding reimbursement or prov1s1on of all of the expenses described above? If "No," complete Part III Did the organ1zat1on require directors, trustees, officers, chef) payment or to explain lb substant1at1on prior to re1mburs1ng or allowing expenses incurred by all 1nclud1ng the CEO/Executive Director, regarding the items checked 1n line la7 2 Indicate which, 1f any, of the following the f1l1ng organ1zat1on used to establish the compensation of the organ1zat1on's CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organ1zat1on to establish compensation of the CEO/Executive Director, but explain 1n Part III 3 Iv Iv Iv 4 Compensation Independent Iv Iv Iv committee compensation consultant Form 990 of other organ1zat1ons During the year, did any person listed or a related organ1zat1on a severance b Part1c1pate 1n, or receive payment from, a supplemental C Part1c1pate 1n, or receive payment from, an equity-based to any of lines 4a-c, Only 501(c)(3), 501(c)(4), or change-of-control 11st the persons and 501(c)(29) For persons listed on Form 990, Part VII, compensation contingent on the revenues employment Compensation Approval Section contract survey or study by the board or compensation A, line la with respect committee to the f1l1ng organ1zat1on payment? and provide organizations Section of Written Part VII, Receive 5 payment on Form 990, a If "Yes" nonqual1f1ed retirement compensation plan? arrangement? the applicable amounts must complete lines 5-9. 4a No 4b No 4c No for each item 1n Part III A, line la, did the organ1zat1on pay or accrue any a The organ1zat1on7 Sa No b Any related Sb No If"Yes," 6 organ1zat1on7 on line Sa or Sb, describe in Part III For persons listed on Form 990, Part VII, Section compensation contingent on the net earnings of A, line la, did the organ1zat1on pay or accrue any a The organ1zat1on7 6a No b Any related 6b No 7 No 8 No If "Yes," organ1zat1on7 on line 6a or 6b, describe in Part III 7 For persons listed on Form 990, Part VII, Section payments not described 1n lines 5 and 67 If"Yes," 8 Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract subject to the 1n1t1al contract exception described 1n Regulations section 53 4958-4(a)(3)7 1n Part III 9 No A, line la, did the organ1zat1on provide describe 1n Part III If "Yes" on line 8, did the organ1zat1on also follow the rebuttable section 53 4958-6(c)7 For Paperwork Reduction Act Notice, see the Instructions presumption for Form 990. procedure any non-fixed that was If "Yes," described describe 1n Regulations 9 Cat No 50053T Schedule l (Form 990) 2015 Schedule J (Form 990) •@ff• 2015 Officers, Page Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate For each 1nd1v1dual whose compensation must be reported on Schedule J, report compensation from the organ1zat1on on row (1) and from related 1nstruct1ons, on row (11) Do not 11st any 1nd1v1duals that are not listed on Form 990, Part VII Note. The sum of columns (B)(1)-(111) for each listed 1nd1v1dual must equal the total amount of Form 990, Part VII, Section A, line la, applicable (A) Name and Title (B) Breakdown Base (1) compensation 1 Eugene B Meyer Director/ President (i) (ii) 2 Leona rd A Leo Director/ Exec Vice President (i) (ii) 3 Lee Liberman Otis D1rector/Sen1or Vice President (i) (ii) 4 Dean A Reuter Director of Practice Grau ps (i) (ii) 5 Douglas C Ubben Director of Fina nee (i) (ii) 6 Peter K Redpath Director of Student D1v1s1on (i) (ii) 7 Jonathan R Bunch State Courts, VP/Director (i) (ii) 8 Cynthia Searcy DIRECTOR OF DEVELOPMENT (i) (ii) 566,500 -----------0 435,000 ------------ ofW-2 and/or 1099-MISC compensation (11) (11i) Bonus & incentive compensation Other reportable (C) Retirement and other deferred compensation organ1zat1ons, column (D) Nontaxable benefits described 18,550 ------------ 29,210 ------------ 1n the (D) and (E) amounts (E) Total of columns (B)(1)-(D) compensation 160,214 2 copies 1f add1t1onal space 1s needed. 774,474 ----------- 18,550 32,528 486,078 18,550 570 364,120 18,550 32,561 316,111 13,720 21,434 231,154 12,600 17,469 210,069 11,001 25,694 193,855 10,500 6,318 166,818 for that 1nd1v1dual (F) Compensation 1n column(B) reported as deferred on prior Form 990 ------------ 0 345,000 -----------0 265,000 -----------0 196,000 -----------0 180,000 -----------0 157,160 -----------0 150,000 -----------0 Schedule l (Form 990) 2015 Schedule J (Form 990) Provide the information, Page 3 2015 hdilhf Supplemental I Information explanation, Return Reference or descriptions I required for Part I, lines la, lb, 3, 4a, 4b, 4c, Sa, Sb, 6a, 6b, 7, and 8, and for Part II Also complete this part for any add1t1onal information Explanation Schedule l (Form 990) 2015 efile GRAPHIC rint - DO NOT PROCESS DLN:93493072000307 Data - Supplemental Information to Form 990 or 990-EZ SCHEDULE 0 (Form 990 or 990-EZ) • Department of the Treasury Internal Revenue Service As Filed Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/f orm990. • Name of the organ1zat1on 0MB 2015 Open to Public Inspection Employer identification THE FEDERAL15T SOCIETY FOR LAW AND PUBLIC POLJCY STUDIES No 1545-0047 number 36-3235550 Return Reference Explanation PART Ill, LINE 4D- OTHER PROGRAM SERVICE ACTIVrTIES GENERAL PROGRAM ---------------PROVIDES FOR OTHER INCIDENTAL ACTIVITIES USEFUL TO LA WYERS, STUDENTS, FA CULTY AND OTHERS LA WYERS ACTIVITIES ------------------The Federalist Soc1etys Lawyers D1v1s1on was founded 1n1986 to bring together attorneys, business and policy leaders, and others interested 1nexamning and 1mprov1ngthe state of the law The Lawyers D1v1s1on reaches the legal community through over 75 Lawyers Chapters located 1nvirtually every maior city 1nthe United States Every year, the chapters organize over 300 programs Each chapter 1s run by local volunteer leadership The chapters host speeches, panel d1scuss1ons and debates on current topics at the local and national level SYMPOSIUM AND CONFERENCE ------------------------A PROGRAM OF SEMINARS, CONFERENCES AND MEETINGSAT WHICH DISTINGUISHEDLEGAL SCHOLARS GAVE LECTURES AND ENGAGED IN DEBATES AND PUBLIC DISCUSSIONS ABOUT ISSUES OF NATIONAL IMPORTANCE THE EVENTS HAD A PPROXltv1A TELY 2,000 ATTENDEES FA CULTY ACTIVITES The Faculty D1v1s1on provides a setting for constructive scholarly discourse and quality scholarship among conservative and libertarian faculty The Faculty D1v1s1onhas enabled us to cultivate a grow 1ngcomrrunity of scholars Return Reference Explanation PARTVI, SECTIONA, LINE 1 - THE EXECUTIVECOMMITTEEOF THE SOCIETYCONSISTOF NJO MEMBERSFROMTHE BOARD OF EXECUTIVECOMMITTEE DIRECTORSTHE EXECUTIVECOMMITTEESHALL MANAGE THEAFFAIRS OF THE CORPORATIONAT THE DIRECTIONOF THE BOARD OF DIRECTORS Return Reference PART VI, SECTIONB, LINE 11B - REVIEW PROCESSFOR FORM990 Explanation THE FORM990 IS REVIEWEDBY THE ORGANIZATION'SDIRECTOROF FINANCE,PRESIDENT A ND AUDIT COMMITTEEPRIORTO ITS FILING Return Reference Explanation PART VI, SECTION B, LINE12CCONFLICT OF INTEREST POLICY COMPLIANCE THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO A LL DIRECTORS, OFFICERS A ND EMPLOYEES OF THE SOCIETY, INCLUDING SUCH INDIVIDUALS THAT SERVE ON BOA RD COMMITTEES WHO A RE NOT MEMBERS OF THE BOA RD If such 1nd1v1dualsbecome aw are of an actual or potential conflict of interest, they must disclose It promptly by follow Ing the procedures below Employees ========== Employees should report any actual or potential conflicts to their supervisor, or to the President or the Vice President and Director of Finance The President, or his des1gnee, w 111 review the sItuatIon and decide what, 1f any, actions should be taken In response Directors, Officers and Key Employees (as defined In 990 1nstruct1ons) ---------------------------------------------------------------------Directors, Off Icers and Key Employees (as designated under the Form 990 rules) should promptly notify the President or the Chairman of the Board 1f they become aw are of an actual or potential conflict of interest, whether 11involves the person or someone else associated w 1ththe Society The President should promptly notify the Chairman of the Board or the Chair of the audit committee of any actual or potential conflict of interest The Board of Directors, or its des1gnee, reviews actual or potential conflicts of interest 1nvolv1ngdirectors, officers and key employees to determine appropriate steps to manage or resolve sItuatIons that may raise conflicts If there Is uncertainty about whether an actual or potential conflict of interest exists, the Board of Directors w 111 consider the matter and make a determination Add1t1onal Procedures Spec1f1cto Directors ------------------------------------------Where a director has a conflict of interest 1nvolv1nga matter that comes before the Board of Directors or a Board committee, the procedures below apply 1 the director may not be counted In determining the presence of a quorum at the meeting, even where applicable law permits this 2 the director must disclose his or her interest In the matter to the other members of the board of directors or board committee, and describe all material facts related to the matter 1f the director has a conf1dent1ality obligation that prevents him or her from d1sclos1ng any material facts, they must d1sclosue such obligation 3 the director may answer factual questions from other directors and staff and may briefly state his or her posItIon on the matter 4 the director must recuse himself or herself from deliberations on the matter 5 the director w 111 abstain from voting on the matter and w 111 not be present during voting Return Reference Explanation PART VI, SECTION B, LINES 15A/15BREVIEW PROCESS OF OFFICER COMPENSATION THE BOARD OF DIRECTORS SHALL AUTHORIZE A REVIEW (LAST CONDUCTED IN 2014) BY THE COMPENSATION COMMITTEEOF THE PRESIDENT'SCOMPENSATION ARRANGEMENT TO BE COMPLErED IN TIME FOR THE FULL BOARD TO REVIEW DURING ITS ANNUAL MEErlNG AT WHICH THE BUDGEr FOR THE ORGANIZATION IS APPROVED THE ANNUAL REVIEW SHOULD CONSIDER THE INTELLECTUAL RIGOR OF THE FEDERALIST SOCIErY'S PROGRAMS AND THEIR INFLUENCEIN LEGAL ACADEMIA AND PUBLIC POLICY DEBATES, THE FUNDRAISING SUCCESS OF THE CURRENT FISCAL YEAR AND THE PROJECTEDREVENUE FOR THE NEXT FISCAL YEAR, AND THE OVERALL MANAGEMENT OF THE FEDeRALIST SOCIErY STAFF AND IMPLEMENTATIONOF ITS PROGRAMMING THE REVIEW SHALL ALSO CONSIDER THE EXECUTIVE COMPENSATION FOR SIMILAR, APPROPRIATE NATIONAL TAX-EXEMPT ORGANIZATIONS AND SEEK TO MAINTAIN EXECUTIVE COMPENSATION THAT IS COMPARABLE TAKING INTO ACCOUNT THEIR AV ERAGE LEV ELS OF COMPENSATION, REVENUE AND ASSErS The Compensation Committee also review S the compensation levels set by the President for the Federalist Society staff the Board of Directors PROVIDES AUTHORITY TO the President to set salary for all other staff of tHe Federalist Society The President shall send a review to the Board of Directors his plaNS to adJust compensation for the Executive Vice President and other senior stAff bAsed on the excellent performANCE of the organization, taking into account compensation comparable to similar national taxexempt organizations considering their average levels of compensation, revenue and assets In add1t1on,the board authorizes the president to pay any d1scret1onary year-end bonuses to senior staff to reward strong performance, when appropriate Return Reference Explanation PART VI, SECTIONC, LINE 19- GOVERNINGDOCUMENTS,POLICIES ORGANIZATIONAL DOCUMENTSARE AVAILABLE TO ANYONE WHO REQUESTSTHEM & FINANCIALS Return Reference FORM 990 PART IX LINE 11G Explanation DESCRIPTIONMEDIATRAINING& CONSULTINGTOTAL FEES 1583140 Return Reference FORM 990 PART IX LINE 11G Explanation DESCRIPTIONOTHERCONSULTING/PROFSERVICESTOTAL FEES397747 Return Reference Explanation FORM 9913 PART 1X 1 1G DESCRIPTION POLLENG FES $85829 Return Reference FORM 990 PART IX LINE 11G Explanation DESCRIPTIONTEMPORARYSTAFFINGTOTAL FEES22049 Return Reference FORM 990 PART IX LINE 11G Explanation DESCRIPTIONVIDEO PRODUCTIONTOTAL FEES9782 Return Reference FORM 990 PART IX LINE 11G Explanation DESCRIPTIONPAYROLL PROCESSINGTOTAL FEES6162