Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - Return of Organization Exempt From Income Tax Form990 9; Department of the Treasun Iiilemal Re\ enue Sen ice foundations) Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private Do not enter so<:ial security numbers on this form as it may be made public Information about Form 990 and Its Instructions is at IRS govgform990 A For the 2017 calendar year, or tax year beginning 10-01-2017 Check if applicable El Address change El Name change El Initial return El Final El Amended return El Application pending and ending 09-30-2018 OMB No 1545-0047 2017 Open to Public Inspection Name of organization THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES THE FEDERALIST SOCIETY 36-3235550 Domg busmess as return/terminated Employer identification number Number and street (or 0 box if mail is not delivered to street address) 1776 I STREET NW 300 Telephone number (202) 822-8138 City or town, state or provmce, country, and ZIP or foreign postal code WASHINGTON, DC 200063774 Gross receipts 27,026,401 Name and address of prinCIpal officer STEVEN CALABRESI 1776 I STREET NW SUITE 300 WASHINGTON, DC 20006 H(a) Is this a group return for subordinates? H(b) Are all subordinates I Tax?exempt status 501(c)(3) )4(insert no) l:l 4947(a)(1)or l:l 527 included? Website:> FED-SOC ORG l:lYes .No l:lYes l:lNo If attach a list (see instructions) Group exemption number Form ACIIVIUGS d; Goveinance of organization Corporation l:l Trust l:l ASSOCiation l:l Other} Year of formation 1982 State of legal domICIle IL Summary 1 Briefly describe the organization?s misswn or most Significant actIVIties THE ORGANIZATION PROMOTES INTELLECTUAL DIVERSITY AND THE RULE OF LAW IN THE LEGAL COMMUNITY IT IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES 2 Check this box l:l if the organization discontinued its operations or disposed of more than 25% of its net assets 3 Number of voting members of the governing body (Part VI, line 1a) 3 12 4 Number of independent voting members of the governing body (Part VI, line 1b) 4 8 5 Total number of indiViduals employed in calendar year 2017 (Part V, line 2a) 5 48 6 Total number of volunteers (estimate if necessary) 6 5,490 7a Total unrelated busmess revenue from Part column (C), line 12 7a 0 Net unrelated busmess taxable income from Form 990-T, line 34 7b 7,125 Prior Year Current Year 8 Contributions and grants (Part line 1h) 19,022,127 20,672,518 9 Program serVIce revenue (Part line 29) 1,136,054 1,428,177 10 Investment income (Part column (A), lines 3, 4, and 7d 250,368 535,337 11 Other revenue (Part column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 6,515 14,714 12 Total revenue?add lines 8 through 11 (must equal Part column (A), line 12) 20,415,054 22,650,746 13 Grants and Similar amounts paid (Part IX, column (A), lines 1?3 441,187 408,928 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 0 8 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5?10) 5,935,644 6,289,883 16a Professwnal fundraismg fees (Part IX, column (A), line He) 0 0 g. Total fundraiSing expenses (Part IX, column (D), line 25) '1 17 Other expenses (Part IX, column (A), lines 11a?11d, 11f?24e) 11,856,746 14,969,645 18 Total expenses Add lines 13?17 (must equal Part IX, column (A), line 25) 18,233,577 21,668,456 19 Revenue less expenses Subtract line 18 from line 12 2,181,487 982,290 25 3 Beginning of Current Year End of Year 13% 20 Total assets (Part X, line 16) . 30,407,192 31,211,664 :2 21 Total liabilities (Part X, line 26) . 2,065,609 2,530,809 2:3 22 Net assets or fund balances Subtract line 21 from line 20 . 28,341,583 28,680,855 Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge 2019-03-27 Signature of officer Date Sign Here EUGENE MEYER PRESIDENT Type or print name and title Print/Type preparer's name Preparer's Signature Date l:l PTIN RICHARD RUVELSON RICHARD RUVELSON Check ?c P00234075 Pald self?employed Preparer Firm 5 name Firm 3 EIN Firm's address 4600 EAST WEST HWY 900 Phone no 301 272-6000 Use Only BETHESDA, MD 208143423 May the IRS discuss this return With the preparer shown above? (see instructions) .Yes l:l No For Paperwork Reduction Act Notice, see the separate instructions. Cat No 11282Y Form 990 (2017) Form 990 (2017) Page 2 Statement of Program Service Accomplishments Check if Schedule 0 contains a response or note to any line In this Part . . . . . . . . . . . . . . 1 Briefly describe the organization's mi55ion THE FEDERALIST SOCIETY EXISTS TO PROMOTE THE PRINCIPLES THAT THE STATE EXISTS TO PRESERVE FREEDOM, THE SEPARATION OF POWERS IS CENTRAL TO OUR CONSTITUTION, AND THAT IT IS THE DUTY OF THE JUDICIARY TO SAY WHAT THE LAW IS, NOT WHAT IT SHOULD BE 2 Did the organization undertake any Significant program serVIces during the year which were not listed on thepriorForm9900r990-EZ7 . . . . . . . . . . . . . . . . . . . . . l:lYes .No If "Yes," describe these new serVIces on Schedule 0 3 Did the organization cease conducting, or make Significant changes in how it conducts, any program l:lYes-No If "Yes," describe these changes on Schedule 0 4 Describe the organization's program serVIce accomplishments for each of its three largest program serVIces, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are reqUIred to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program serVIce reported 4a (Code (Expenses 5,124,150 including grants of (Revenue 82,641 See Additional Data 4b (Code (Expenses 2,729,253 including grants of 126,443 (Revenue 24,292 See Additional Data 4c (Code (Expenses 2,551,878 including grants of (Revenue See Additional Data See Additional Data Table 4d Other program serVIces (Describe in Schedule 0 (Expenses 9,442,990 including grants of 282,485 (Revenue 1,341,551 4e Total program service expenses? 19,848,271 Form 990 (2017) Form 990 (2017Page 3 Checklist of Required Schedules Yes No Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private Foundation)? If "Yes,? complete Yes Schedule A 1 Is the organization reqUIred to complete Schedule 5, Schedule of Contributors (see instructions)? '25] . 2 YES Did the organization engage in direct or indirect political campaign actIVItieS on behalf of or in oppOSition to candidates No for public office? If ?Yes," complete Schedule C, Part I 3 Section 501(c)(3) organizations. Did the organization engage in lobbying actiwties, or have a section 501(h) election in effect during the tax year? If ?Yes, complete Schedule C, Part II . 4 N0 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or Similar amounts as defined in Revenue Procedure 98-197 If ?Yes, complete Schedule C, Part 5 N0 Did the organization maintain any donor adVIsed funds or any Similar funds or accounts for which donors have the right to prowde adVIce on the distribution or investment of amounts in such funds or accounts? If ?Yes, complete Schedule D, Part I 39' 6 0 Did the organization receive or hold a conservation easement, including easements to preserve open space, the enVIronment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II . 7 0 Did the organization maintain collections of works of art, historical treasures, or other Similar assets? If ?Yes, complete Schedule D, Part 3 0 Did the organization report an amount in Part X, line 21 for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X, or prowde credit counseling, debt management, credit repair, or debt negotiation serVIces7If "Yes, complete Schedule D, Part IV 94 9 0 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, 10 Yes permanent endowments, or quaSI-endowments7 If ?Yes," complete Schedule D, Part If the organization's answer to any of the followmg questions is "Yes," then complete Schedule D, Parts VI, VII, IX, or as applicable Did the organization report an amount for land, bUIldings, and eqUIpment in Part X, line 107 If "Yes, complete Schedule D, Part VI W- 118 es Did the organization report an amount for investments?other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 167 If "Yes, complete Schedule D, Part VII 11b es Did the organization report an amount for investments?program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 167 If ?Yes," complete Schedule D, Part 9.4 11C 0 Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 167? If "Yes complete Schedule D, Part Did the organization report an amount for other liabilities in Part X, line 257 If "Yes,' complete Schedule D, PartX 11e Yes Did the organization's separate or consolidated finanCIal statements for the tax year include a footnote that addresses 11f Yes the organization's liability for uncertain tax pOSItions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part 39' Did the organization obtain separate, independent audited finanCIal statements for the tax year? If ?Yes, complete Schedule D, Parts 12a Yes Was the organization included in consolidated, independent audited finanCIal statements for the tax year? 12b No If "Yes, and if the organization answered "No? to line 12a, then completing Schedule D, Parts XI and XII iS optional Is the organization a school described in section If ?Yes," complete Schedule 13 0 Did the organization maintain an office, employees, or agents outSide of the United States? 14a No Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraiSing, busmess, investment, and program serVIce actIVIties outSide the United States, or aggregate foreign investments 14b valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . es Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other aSSistance to or for any foreign organization? If ?Yes, complete Schedule F, Part5 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other aSSistance to or for foreign indIVIdua S7 If ?Yes, complete Schedule F, Parts and IV . 15 0 Did the organization report a total of more than $15,000 of expenses for profeSSIonal fundraising serVIceS on Part IX, 17 No column (A), lines 6 and 11e7 If ?Yes," complete Schedule G, PartI (see instructions) Did the organization report more than $15,000 total of fundraiSing event gross income and contributions on Part lines 1c and 8a? If "Yes," complete Schedule G, Part II . 18 No Did the organization report more than $15,000 of gross income from gaming actIVItieS on Part line 9a? If "Yes," complete Schedule G, Part . . . 19 N0 Form 990 (2017) Form 990 (2017) Page 4 Checklist of Required Schedules (continued) Yes No 203 Did the organization operate one or more hospital faCIlities? If ?Yes," complete Schedule . 20a No If "Yes" to line 20a, did the organization attach a copy of its audited finanCIal statements to this return? 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic 21 Yes government on Part IX, column (A), line 1? If "Yes,? complete Schedule I, Parts I and II . 22 Did the organization report more than $5,000 of grants or other a55istance to or for domestic indiViduals on Part IX, 22 column (A), line 2? If "Yes, complete Schedule I, Parts I and . W- Yes 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If ?Yes," 23 Yes completeScheduleJ24a Did the organization have a tax- -exempt bond issue With an outstanding prinCIpal amount of more than $100, 000 as of the last day of the year, that was issued after December 31, 2002? If "Yes, answer lines 24b through 24d and complete Schedule If go to line 25a . 24a No Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? 24c Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction With a disqualified person during the year? If "Yes," complete Schedule L, Part I . 25a No Is the organization aware that it engaged in an excess benefit transaction With a disqualified person in a prior year, and that the transaction has not been reported on any of the organization?s prior Forms 990 or 25b No If "Yes, complete Schedule L, Part Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 26 No If ?Yes, complete Schedule L, Part II 27 Did the organization prowde a grant or other a55istance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member 27 No of any of these persons? If "Yes, complete Schedule L, Part . 28 Was the organization a party to a business transaction With one of the fo 0Wing parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions) a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a No A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes, complete Schedule L, Part IV . 28: N0 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes,? complete Schedule . . SJ 29 Yes 30 Did the organization receive contributions of art, historical treasures, or other Similar assets, or qualified conservation contributions? If "Yes," complete Schedule . . . . . a 30 0 31 Did the organization liqUIdate, terminate, or dissolve and cease operations? If ?Yes," complete Schedule N, PartI . No 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If ?Yes, complete Schedule N, Part II 32 N0 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301 7701-2 and 301 7701-3? If ?Yes, complete Schedule R, PartI . . . . . 33 N0 34 Was the organization related to any tax- -exempt or taxable entity? If "Yes,? complete Schedule R, Part II, or IV, and PartV,linel 34 N0 353 Did the organization have a controlled entity Within the meaning of section 512(b)(13)? 35a N0 If ?Yes' to line 35a, did the organization receive any payment from or engage in any transaction With a controlled entity Within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes, complete Schedule R, Part V, line 2 36 N0 37 Did the organization conduct more than 5% of its actIVIties through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes, complete Schedule R, Part VI 37 N0 38 Did the organization complete Schedule 0 and prowde explanations in Schedule 0 for Part VI, lines 11b and 19? Note. All Form 990 filers are reqUIred to complete Schedule 0 38 Yes Form 990 (2017) Form 990 (2017) Page 5 Statements Regarding Other IRS Filings and Tax Compliance Check If Schedule 0 contains a response or note to any line In this Part . Enter the number reported In Box 3 of Form 1096 Enter -0- If not applicable . . 1a 375 Enter the number of Forms W-ZG Included In line 1a Enter -0- If not applicable 1b 0 Did the organizatIon comply With backup Withholding rules for reportable payments to vendors and reportable gaming (gambling) WinnIngs to prIze Winners? 1c Yes Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, ?led for the calendar year ending WIth or WIthIn the year covered by 2a 48 If at least one IS reported on line 2a, dId the organization We all reqUIred federal employment tax returns? 2b Yes Note.If the sum of lines 1a and 2a Is greater than 250, you may be reqUIred to e-fIle (see instructions) Did the organization have unrelated busmess gross income of $1,000 or more during the year? 3a Yes If ?Yes," has It ?led a Form 990-T for thIs year7If "No? to line 3b, prowcle an explanation In Schedule 0 3b Yes At any time during the calendar year, did the organization have an Interest In, or a Signature or other authorIty over, a finanCIal account In a foreign country (such as a bank account, securities account, or other ?nancial account)? 4a No If "Yes," enter the name of the foreign country See Instructions for ?ling reqUIrements for Form 114, Report of Foreign Bank and FinanCIal Accounts (FBAR) Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a No Did any taxable party notIfy the organization that It was or Is a party to a prohibited tax shelter transaction? 5b No If "Yes," to lIne 5a or 5b, did the organIzation ?le Form 8886-T7 5c Does the organizatIon have annual gross reCEIpts that are normally greater than $100,000, and did the organization 6a No what any contributions that were not tax deducthle as charItable contributions? If "Yes," dId the organIzatIon Include WIth every so ICItatIon an express statement that such contrIbutIons or were not tax deducthle7 . . . . . . . . . . . . . 6b Organizations that may receive deductible contributions under section 170(c). Did the organizatIon receive a payment In excess of $75 made partly as a contribution and partly for goods and serVIces 7a Yes prowded to the payor? If "Yes," dId the organIzatIon notIfy the donor of the value of the goods or serVIces prowded" 7b Yes Did the organizatlon sell, exchange, or otherWIse dIspose of tangible personal property for which It was reqUIred to ?le Form82827 7c No If "Yes," Indicate the number of Forms 8282 ?led during the year . . . . I 7d I Did the organizatlon receive any funds, directly or Indirectly, to pay premiums on a personal bene?t contract? 7e No Did the organizatIon, during the year, pay premiums, dIrectly or IndIrectly, on a personal benefit contract? 7f No If the organization received a contrIbutIon of qualified Intellectual property, did the organization ?le Form 8899 as reqUIredthe organization received a contrIbutIon of cars, boats, airplanes, or other vehIcles, dId the organizatIon file a Form 1098-C7 7h Sponsoring organizations maintaining donor advised funds. Did a donor adVIsed fund maIntained by the sponsorIng organIzatIon have excess busmess holdIngs at any tIme durIng the year? 8 Did the sponsorIng organIzatIon make any taxable dIstrIbutIons under section 49667 9a Did the sponsorIng organIzatIon make a dIstrIbutIon to a donor, donor adVIsor, or related person? 9b Section 501(c)(7) organizations. Enter InItiatIon fees and capItal contrIbutIons Included on Part line 12 . . . 10a Gross receipts, Included on Form 990, Part line 12, for public use of club 10b Section 501(c)(12) organizations. Enter Gross Income from members or shareholders . . . . . . . . . 11a Gross Income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organizatIon filing Form 990 In lIeu of Form 10417 12a If "Yes," enter the amount of tax-exempt Interest received or accrued durIng the year 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization lIcensed to Issue qualified health plans In more than one state?Note. See the InstructIons for addItional InformatIon the organIzatIon must report on Schedule 0 13a Enter the amount of reserves the organization IS reqUIred to maintaIn by the states In which the organIzatIon Is licensed to Issue quaIIfied health plans . . . . 13b Enter the amount of reserves on hand . . . . . . . . . . . . 13c Did the organizatIon receive any payments for Indoor tannIng serVIces durIng the tax year? 14a No If "Yes," has It ?led a Form 720 to report these payments7If ?No,"prov1cle an explanation In Schedule 0 . 14b Form 990 (2017) Form 990 (2017) Page 6 Governance, Management, and DisclosureFor each "Yes" response to ?nes 2 through 7b below, and for a "No? response to lines 8a, 8b, or 10b below, descrIbe the Circumstances, processes, or changes In Schedule 0 See Instructions Check If Schedule 0 contaIns a response or note to any Ine In thIs Part Section A. Governing Body and Management Yes No 1a Enter the number of votIng members of the governIng body at the end of the tax year 1a 12 If there are materIal differences In votIng rIghts among members of the governIng body, or If the governIng body delegated broad authority to an executIve commIttee or 5ImIIar commIttee, explaIn In Schedule 0 Enter the number of votIng members Included In 1a, above, who are Independent 1b 8 2 any of?cer, dIrector, trustee, or key employee have a famIIy relatIonshIp or a busmess relatIonshIp WIth any other of?cer, dIrector, trustee, or key employeethe organIzatIon delegate control over management dutIes customarIIy performed by or under the dIrect superVIsIon 3 No of of?cers, dIrectors or trustees, or key employees to a management company or other person? 4 the organIzatIon make any 5IgnIfIcant changes to Its governIng documents smce the prIor Form 990 was ?led? 4 No 5 the organIzatIon become aware durIng the year of a 5IgnIfIcant dIverSIon of the organIzatIon's assets? . 5 No the organIzatIon have members or stockholdersthe organIzatIon have members, stockholders, or other persons who had the power to elect or appOInt one or more . . . . . . . . . . . . . . . . . . . . 7a No Are any governance deCISIons of the organIzatIon reserved to (or subject to approval by) members, stockholders, or 7b No persons other than the governIng body? 8 the organIzatIon contemporaneously document the meetIngs held or ertten actIons undertaken durIng the year by the followmg 8aYes Each commIttee WIth authorIty to act on behalf of the governIng bodythere any of?cer, dIrector, trustee, or key employee Isted In Part VII, SectIon A, who cannot be reached at the organIzatIon?s address? If ?Yes," provrde the names and addresses In Schedule Section B. Policies (Thrs Sectron 3 requests mformatron about polrcres not requIred by the Internal Revenue Code.) Yes No 10a the organIzatIon have local chapters, branches"Yes," dId the organIzatIon have ertten po ICIes and procedures governIng the actIVItIes of such chapters, and branches to ensure thalr operatIons are conSIstent WIth the organIzatIon's exempt purposes? 10b Yes 11a Has the organIzatIon prOVIded a complete copy of thIs Form 990 to all members of Its governIng body before fIlIng the DescrIbe In Schedule 0 the process, If any, used by the organIzatIon to reVIew thIs Form 990 12a the organIzatIon have a ertten coanIct of Interest pollcy12a Yes Were offIcers, dIrectors, or trustees, and key employees reqUIred to dIsclose annually Interests that could gIve rIse to 12bYes the organIzatIon regularly and conSIstently monItor and enforce compllance WIth the pollcy? If ?Yes," descrIbe In ScheduleOhowthIswaso?onethe organIzatIon have a ertten pollcythe organIzatIon have a ertten document retentIon and destructIon pollcythe process for determInIng compensatIon of the followmg persons Include a reVIew and approval by Independent persons, data, and contemporaneous substantIatIon of the deIIberatIon and deCISIon7 a The organIzatIon's CEO, ExecutIve DIrector, or top management offICIal . . . . . . . . . . . 15a Yes Other of?cers or key employees of the organIzatIon . . . . . . . . . . . . . . . . 15b No If "Yes" to Me 15a or 15b, descrIbe the process In Schedule 0 (see InstructIons) 16a the organIzatIon Invest In, contrIbute assets to, or partICIpate In a Jomt venture or 5ImI ar arrangement WIth "Yes," dId the organIzatIon follow a ertten pollcy or procedure reqUIrIng the organIzatIon to evaluate Its partICIpatIon In Jomt venture arrangements under appIIcable federal tax law, and take steps to safeguard the organIzatIon?s exempt status WIth respect to such arrangements16b Section C. Disclosure 17 LIst the States WIth a copy of thIs Form 990 Is reqUIred to be ?led? 18 SectIon 6104 reqUIres an organIzatIon to make Its Form 1023 (or 1024 If appIIcable), 990, and 990-T (501(c)(3)s only) avaIIable for publIc InspectIon IndIcate how you made these avaIIable Check all that apply l:l Own webSIte l:l Another's websIte Upon request l:l Other (explaIn In Schedule 0) 19 DescrIbe In Schedule 0 whether (and If so, how) the organIzatIon made Its governIng documents, of Interest pollcy, and fInanCIal statements avallable to the publIc durIng the tax year 20 State the name, address, and telephone number of the person who possesses the organIzatIon's books and records PTHE FEDERALIST SOCIETY 1776 I STREET NW SUITE 300 WASHINGTON, DC 20006 (202) 822-8138 Form 990 (2017) Form 990 (2017) Page 7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule 0 contains a response or note to any line In this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons reqUIred to be listed Report compensation for the calendar year ending With or Within the organization?s tax year 0 List all of the organization's current officers, directors, trustees (whether indiViduals or organizations), regardless of amount of compensation Enter -0- in columns (D), (E), and (F) if no compensation was paid 0 List all of the organization?s current key employees, if any See instructions for definition of "key employee 0 List the organization's five current highest compensated employees (other than an officer, director, trustee or key employee) who recewed reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations 0 List all of the organization?s former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations 0 List all of the organization's former directors or trustees that received, in the capaCIty as a former director or trustee of the organization, more than $10,000 of reportable compensation From the organization and any related organizations List persons in the followmg order indIVIdual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons l:l Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee (A) (B) (C) (D) (E) (F) Name and Title Average P05ition (do not check more Reportable Reportable Estimated hours per than one box, unless compensation compensation amount of other week (list person is both an officer from the from related compensation any hours and a director/trustee) organization organizations from the for related - (W- 2/1099- (W- 2/1099- organization and 5 I 5' 2t :1 organizations .1 :3 3.5, MISC) MISC) related below dotted '51 g) E- E7 3 organizations line) E. ?35'3111? (1) Steven CalabreSI 1 0 0 Director/Chairman 0 0 (2) McIntosh 1 0 0 Director/Vice Chairman 0 0 (3) Gary Lawson 1 0 0 Director/Secretary 0 0 (4) Brent 0 Hatch 1 0 0 Director/Treasurer 0 0 (5) Eugene Meyer 40 772,180 52,085 Director/PreSIdent 0 0 (6) Leonard A Leo 4O 0 344,375 56,655 Director/Exec Vice Pre5ident 0 (7) Lee Liberman Otis 4O 0 364,500 18,900 Director/Senior Vice Pre5ident 0 (8) Kenneth Cribb Jr 2 60,000 0 Director 0 0 (9) Boyden Gray 1 0 0 0 Director 0 0 (10) Edwm Meese 1 0 0 Director 0 0 (11) Michael Mukasey 1 0 0 Director 0 0 (12) Nicholas Qumn Rosenkranz 1 4,000 0 Director 0 0 (13) Douglas Ubben 40 0 210,500 39,691 Director of Finance 0 0 (14) Dean A Reuter 40 0 293,500 57,078 Director of Practice Groups 0 0 (15) Peter Redpath 40 0 203,500 39,008 Director of Student DiVision 0 0 (16) Jonathan Bunch 40 0 172,000 41,020 State Courts, VP/Director 0 0 (17) Searcy 40 0 164,000 18,241 DIRECTOR OF DEVELOPMENT 0 Form 990 (2017) Form 990 (2017) Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and Title Average P05ition (do not check more Reportable Reportable Estimated hours per than one box, unless person compensation compensation amount of other week (list is both an officer and a from the from related compensation any hours director/trustee) organization (W- organizations from the for related - 7 I (W- 2/1099- organization and :11 organizations '3 .1 3-. 3.9 3 MISC) related below dotted f3 rt: E- 3 organizations line) LEE- E. {5111' E7 5i ?2 7-21(18) Devon Westhill 40 0 150,000 0 17,453 DIR, REGULATORY TRANSPARENCY 0 0 1bSub-Total . . . . . . . . . Total from continuation sheets to Part VII, Section A dTotal (add lines 1b and 1c) . 2,738,555 0 340,131 2 Total number of indiViduals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 15 Yes No 3 Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes, complete Schedule for such indiwdual . 3 No 4 For any indIVIdual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If ?Yes, complete Schedule for such indiwdual 4 Yes 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or indIVIdual for serVIces rendered to the organization7If ?Yes, complete Schedule for such person 5 No Section B. Independent Contractors 1 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 Within the organization?s tax year A) (B) (C) Name and busmess address Description of serVIces Compensation CREATIVE RESPONSE CONCEPTS, MEDIA TRAINING 1,539,499 2760 EISENHOWER AVENUE 4TH FLOOR ALEXANDRIA, VA 22314 DC Strategies, MEDIA CONSULTING 195,000 566 Shenandoah Valley Drive FRONT ROYAL, VA 22630 MADUNIVERSE, VIDEO PRODUCTION 195,000 10573 PICO BLVD 156 LOS ANGELES, CA 90064 FTI CONSULTING, PR CONSULTING 167,624 909 COMMERCE ROAD ANNAPOLIS, MD 21401 JAMES KELLY PC, INTL EFFORTS CONSULT 165,000 6220 BANNERHORN RUN GA 30005 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 7 Form 990 (2017) Form 990 (2017) Statement of Revenue Page 9 Check if Schedule 0 contains a response or note to any line In this Part . . . . . (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt bu5iness excluded from Function revenue tax under sections revenue 512-514 la Federated campaigns I la I g; Membership dues I 1b I Fundraismg events I 1c I Related organizations I 1d I (D Government grants (contributions) I la I m? 2 All other contributions, gifts, grants, 2 and Similar amounts not included 1f 20,672,518 v: a; above 5 Noncash contributions included in lines 1a-1f 2,120,260 r: (U Tota .Add lines 1a 1f . 20,672,518 :5 Busmess Code 3 23 REGISTRATION FEES 900099 1,097,143 1,097,143 C135 900099 331,034 331,034 a, a All other program serVIce revenue 0 1,428,177 5 9T0tal.Add lines 2a?2f . 3 Investment income (including diVidends, interest, and other Similar amounts) 317'302 317302 4 Income from investment of tax-exempt bond proceeds 0 5 Royalties 0 Real (ii) Personal 6a Gross rents Less rental expenses Rental income or 0 0 (loss) Net rental income or (loss) 0 Securities (ii) Other Gross amount from sales of 4,580,410 assets other than inventory Less cost or other ba5is and 4,362,375 sales expenses Gain or (loss) 218:035 Net gain or (loss) . 218,035 218,035 8a Gross income from fundraismg events a) (not including of 3 contributions reported on line 1c) See Part IV, line 18 a 0 Less direct expenses 0 a Net income or (loss) from fundraismg events 0 5 9a Gross income from gaming actIVIties 0 See Part IV, line 19 a 0 Less direct expenses 0 Net income or (loss) from gaming actIVIties 0 10aGross sales of inventory, less returns and allowances a 20,781 Less cost of goods sold 13.280 Net income or (loss) from sales of inventory 7?501 7'501 Miscellaneous Revenue Busmess Code 900099 7,213 7,213 All other revenue eTotal. Add lines 11a?11d 7,213 12 Total revenue. See Instructions 22,650,746 1,428,177 550,051 Form 990 (2017) Form 990 (2017) Page 10 Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns All other organizations must complete column (A) Check if Schedule 0 contains a response or note to an line in this Part IX . . . Do not include amounts reported on lines 6b, (A) Pro raglemce Mana ?rfibnt and (Part Total expenses gexpenses general expenses Fundraismgexpenses 1 Grants and other a55istance to domestic organizations and 29,500 29,500 domestic governments See Part IV, line 21 2 Grants and other a55istance to domestic indiViduals See Part 379,428 379,428 IV, line 22 3 Grants and other a55istance to foreign organizations, foreign 0 governments, and foreign indIVIduals See Part IV, line 15 and 16 4 Benefits paid to or for members 0 5 Compensation of current officers, directors, trustees, and 1,942,843 1,234,515 352.596 355.631 key employees 6 Compensation not included above, to disqualified persons (as 0 defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . 7 Other salaries and wages 3,357,443 2,920,843 165,677 270,923 8 PenSIon plan accruals and contributions (include section 401 186,840 162,054 10.833 13.953 and 403(b) employer contributions) 9 Other employee benefits 513,618 433,953 55,818 23,847 10 Payroll taxes 289,139 238,893 23,725 26,521 11 Fees for serVIces (non-employees) a Management 0 Legal 9,874 2,307 7,567 Accounting 29,950 29,950 Lobbying 0 Professwnal fundraismg serVIces See Part IV, line 17 0 Investment management fees 44,699 44,699 9 Other (If line amount exceeds 10% of line 25, column 2,479,537 2,472,791 5.746 (A) amount, list line 11g expenses on Schedule O) 12 Advertismg and promotion 740,160 740,160 13 Of?ce expenses 695,414 575,060 71,554 48,800 14 Information technology 31,992 26,646 77 5.269 15 Royalties 0 15 Occupancy 925,296 765,091 77,944 82,261 17 Travel 1,480,070 1,432,195 8,171 39,704 18 Payments of travel or entertainment expenses for any 609,000 609,000 federal, state, or local public offICIals 19 Conferences, conventions, and meetings 4,551,835 4,534,441 11.048 6.346 20 Interest 0 21 Payments to affiliates 0 22 DepreCIation, depletion, and amortization 192,206 157,925 15.019 18.262 23 Insurance 35,996 35,996 24 Other expenses Itemize expenses not covered above (List miscellaneous expenses in line 24a If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0 a HONORARIA 1,186,092 1,186,092 RECORDING 1,738,434 1,738,434 JOURNAL 143,612 143,612 (I EDUCATION AND TRAINING 10,517 7,847 2,670 All other expenses 64,961 57,483 7,478 25 Total functional expenses. Add lines 1 through 24e 21,658,456 19,848,271 925.998 894.187 26 Joint costs. Complete this line only if the organization reported in column (B) costs from a combined educational campaign and fundraising soIICItation Check here l:l if followmg SOP 98-2 (ASC 958-720) Form 990 (2017) Form 990 (2017) Balance Sheet Page 11 Check If Schedule 0 contaIns a response or note to any lIne In thIs Part IX El (A) (B) BegInnIng of year End of year 1 Cash?non-Interest-bearlng 10,315 1 20,598 2 Savmgs and temporary cash Investments 13,921,369 2 13,598,901 3 Pledges and grants recerable, net 3,118,224 3 1,823,859 4 Accounts recerable, net 0 4 0 5 Loans and other recerables from current and former of?cers, directors, trustees, key employees, and hIghest compensated employees Complete Part 0 5 0 IIofScheduleL . . . . . . . . . . . 6 Loans and other recerables from other persons (as de?ned under sectIon 4958(f)(1)), persons descrIbed In sectIon 4958(c)(3)(B), and contrIbutIng employers and sponsorIng organIzatIons of sectIon 501(c)(9) 0 6 0 voluntary employees' benefICIary organIzatIons (see InstructIons) Complete an Part II of Schedule . 7 Notes and loans recerable, net 0 7 0 a InventorIes for sale or use 9,172 18,410 PrepaId expenses and deferred charges 171,502 9 286,454 10a Land, bUIldIngs, and eqUIpment cost or other has Complete Part VI of Schedule 103 11202-595 Less accumulated depreCIatIon 10b 675.465 692575 10c 527.229 11 traded securItIes 5,271,061 11 9,264,858 12 Investments?other securItIes See Part IV, lIne 11 7.115.747 12 4.755.791 13 Investments?program-related See Part IV, lIne 11 0 13 0 14 IntangIble assets 0 14 819,225 15 Other assets See Part IV, lIne 11 97,227 15 95,339 16 Total assets.Add lInes 1 through 15 (must equal lIne 34) 30.407.192 16 31.211.664 17 Accounts payable and accrued expenses 665,967 17 1,107,662 18 Grants payable 0 18 0 19 Deferred revenue 318,315 19 355,329 20 Tax-exempt bond IabI ItIes 0 20 0 U1 21 Escrow or custodIal account IabI Ity Complete Part IV of Schedule 0 21 0 '9 22 Loans and other payables to current and former offIcers, dIrectors, trustees, key employees, hIghest compensated employees, and 1" cc persons Complete Part II of Schedule 0 22 0 ?1 23 Secured mortgages and notes payable to unrelated thIrd partIes 0 23 0 24 Unsecured notes and loans payable to unrelated thIrd partIes 0 24 0 25 Other IabI ItIes (IncludIng federal Income tax, payables to related thIrd partIes, 1.081.327 25 1,067.818 and other IabI ItIes not Included on lInes 17-24) Complete Part of Schedule 26 Total Iiabilities.Add lInes 17 through 25 2,065,609 26 2,530,809 3 Organizations that follow SFAS 117 (ASC 958), check here and 2 complete lines 27 through 29, and lines 33 and 34. 27 UnrestrIcted net assets 15,889,168 27 18,046,483 8 28 Temporarlly net assets 12,442,415 28 10,624,372 29 Permanently net assets 10,000 29 10,000 ,2 Organizations that do not follow SFAS 117 (ASC 958), 5 check here l:l and complete lines 30 through 34. 30 CapItal stock or trust prInCIpal, or current funds . 30 a; 31 PaId-In or capItal surplus, or land, or eqUIpment fund 31 32 RetaIned earnIngs, endowment, accumulated Income, or other funds 32 33 Total net assets or fund balances 28,341,583 33 28,680,855 2 34 Total IabI ItIes and net assets/fund balances 30,407,192 34 31,211,664 Form 990 (2017) Form 990 (2017) Page 12 Reconcilliation of Net Assets Check If Schedule 0 contaIns a response or note to any lIne In thIs Part XI 1 Total revenue (must equal Part column (A), lIne 12) 1 22,650,746 2 Total expenses (must equal Part IX, column (A), lIne 25) 2 21,668,456 3 Revenue less expenses Subtract lIne 2 from lIne 1 3 982,290 4 Net assets or fund balances at begInnIng of year (must equal Part X, lIne 33, column 4 28,341,583 5 Net unrealized gaIns (losses) on Investments 5 357,687 6 Donated serVIces and use of faCIlItIes 6 7 Investment expenses 7 8 PrIor perIod adjustments 8 9 Other changes In net assets or fund balances (explaIn In Schedule 0) 9 -1,000,705 10 Net assets or fund balances at end of year CombIne lInes 3 through 9 (must equal Part X, lIne 33, column 10 28,680,855 Financial Statements and Reporting Check If Schedule 0 contaIns a response or note to any lIne In thIs Part XII El 2a 3a AccountIng method used to prepare the Form 990 l:l Cash Accrual l:l Other If the organIzatIon changed Its method of accountmg from a prIor year or checked "Other," explaIn In Schedule 0 Were the organIzatIon?s fInanCIal statements comleed or reVIewed by an Independent accountant? If ?Yes,? check a box below to IndIcate whether the fInanCIal statements for the year were complied or reVIewed on a separate ba5Is, consolIdated ba5Is, or both l:l Separate ba5Is l:l ConsolIdated ba5Is l:l Both consolldated and separate ba5Is Were the organIzatIon?s fInanCIal statements audIted by an Independent accountant? If ?Yes,? check a box below to IndIcate whether the fInanCIal statements for the year were audIted on a separate ba5Is, consolldated ba5Is, or both Separate ba5Is l:l ConsolIdated ba5Is l:l Both consolldated and separate ba5Is If "Yes," to lIne 2a or 2b, does the organIzatIon have a commIttee that assumes for overSIght of the audIt, reVIew, or compIIatIon of Its fInanCIal statements and selectIon of an Independent accountant? If the organIzatIon changed eIther Its overSIght process or selectIon process durIng the tax year, explaIn In Schedule 0 As a result of a federal award, was the organIzatIon reqUIred to undergo an audIt or audIts as set forth In the SIngle AudIt Act and OMB CIrcular If "Yes," dId the organIzatIon undergo the reqUIred audIt or audIts? If the organIzatIon dId not undergo the reqUIred audIt or audIts, explaIn why In Schedule 0 and descrIbe any steps taken to undergo such audIts Yes Form 990 (2017) Additional Data Software ID: Software Version: EIN: 36-3235550 Name: THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Form 990 (2017) Form 990, Part Line 4a: Practice Group Actiwties The 15 Practice Groups offer a mechanism by which lawyers can explore conservative and libertarian Ideas Within the context of a number of speCIalized fields of law The Practice Groups currently host more than 100 Teleforum programs per year, which connect hundreds of our members With legal experts a recent, noteworthy case The Regulatory Transparency PrOJect fosters a national conversation about regulation and its costs and benefits by examining many aspects of the Administrative State Our Article One PrOJect features and examination of the proper role of Congress under our Constitution Form 990, Part Line 4b: thought The Student Chapters host more than 1,000 events each academic year Student ActiVities The Student DiVision is the cornerstone of the SGCIetys efforts, and we maintain student chapters at nearly every ABA-accredited law school In the country Each chapter is committed to sparking discussmn of critical Issues through provocative, high?quality lectures and debates featuring conservative and libertarian legal Form 990, Part Line 4c: External Affairs ThIs InItIatIve Is deSIgned to spark robust publIc debate about the role of the Judges and state supreme courts, as well as to motIvate opInIon leaders, the press, and the general publIc to be more Informed about and Interested In Issues ofjudICIal selectIon and appomtment Form 990, Part - 4 Program Service Accomplishments (See the Instructions) FACULTY ACTIVITIES (Code (Expenses 3,652,465 Including grants of (Revenue 78,790 GENERAL PROGRAM (Code (Expenses 1,674,793 Including grants of 237,601 (Revenue 9,977 Form 990, Part - 4 Program Service Accomplishments (See the Instructions) SYM POSIUMS 8L CONVENTIONS (Code (Expenses 2,006,860 Including grants of 2 (Revenue 614,738 LAWYER ACTIVITIES (Code (Expenses 2,108,872 Including grants of 44,882 (Revenue 638,046 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493086008149I OMB No 1545-0047 SCHEDULE A Charity Status and PUbllC Support (Form 990 01? Complete if the organization is a section 501(c)(3) organization or a section 2 0 1 7 990EZ) 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ. Demmnem 0mm Trewm Information about Schedule A (Form 990 or 990-EZ) and its instructions is at Open ?30 imam] pp. m. W. Inspection Name of the organization THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 35-3235550 Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is (For lines 1 through 12, Check only one box 1 Employer identification number A church, convention of churches, or aSSOCIation of churches described in section A school described in section (Attach Schedule (Form 990 or 990-EZ) 2 3 A hospital or a cooperative hospital serVIce organization described in section 4 A medical research organization operated in conjunction With a hospital described in section 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 (Complete Part II) A federal, state, or local government or governmental unit described in section An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section (Complete Part II A community trust described in section 170(b)(1)(A)(vi) (Complete Part II ID An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction With a land-grant college or univerSIty or a non-land grant college of agriculture See instructions Enter the name, City, and state of the college or univerSIty 10 An organization that normally receives (1) more than 331/30/0 of its support from contributions, membership fees, and gross recalpts from actIVIties related to its exempt functions?subject to certain exceptions, and (2) no more than 331/30/0 of its support from gross investment income and unrelated business taxable income (less section 511 tax) from busmesses achIred by the organization after June 30, 1975 See section 509(a)(2). (Complete Part 11 An organization organized and operated excluswely to test for public safety See section 509(a)(4). 12 An organization organized and operated excluswely 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 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 129 Type I. A supporting organization operated, superVIsed, or controlled by its supported organization(s), typically by giVing the supported organization(s) the power to regularly appomt 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 organization(s), by havmg control or management of the supporting organization vested in the same persons that control or manage the supported organization(s) You must complete Part IV, Sections A and C. Type functionally integrated. A supporting organization operated in connection With, and functionally integrated With, its supported organization(s) (see instructions) You must complete Part IV, Sections A, D, and E. Type non-functionally integrated. A supporting organization operated in connection With its supported organization(s) that is not functionally integrated The organization generally must satisfy a distribution reqUIrement and an attentiveness reqUIrement (see instructions) You must complete Part IV, Sections A and D, and Part V. Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type functionally integrated, or Type non-functionally integrated supporting organization Enter the number of supported organizations 9 Prowde the followmg information about the supported organization(s) Name of supported (ii) EIN Type of (iv) Is the organization listed Amount of (vi) Amount of organization organization in your governing document? monetary support other support (see (described on lines (see instructions) instructions) 1- 10 above (see instructions)) Yes No Total For Paperwork Reduction Act Notice, see the Instructions for Cat No 11285F Schedule A (Form 990 or 990-EZ) 2017 Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2017 Page 2 In. Support Schedule for Organizations Described in Sections and 170 (Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part If the organization fails to qualify under the tests listed below, please complete Part Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received (Do not include any "unusual grant 2 Tax revenues leVIed for the organization's benefit and ElthEl' paid to or expended on its behalf 3 The value of serVIces or fa0i ities furnished by a governmental unit to the organization Without charge 4 Total. Add lines 1 through 3 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column 6 Public support. Subtract line 5 from line 4 (a)2013 (b)2014 (c)2015 (d)2016 (e)2017 Total 16,642,346 17,224,591 25,762,242 19,022,127 20,672,518 99,323,824 0 16,642,346 17,224,591 25,762,242 19,022,127 20,672,518 99,323,824 10,933,505 88,390,319 Section B. Total Support Calendar year (or fiscal year beginning in) 7 Amounts from line 4 8 Gross income from interest, diVidends, payments received on securities loans, rents, royalties and income from Similar sources 9 Net income from unrelated busmess actIVIties, whether or not the busmess is regularly carried on 10 Other income Do not include gain or loss from the sale of capital assets (Explain in Part VI 11 Total support. Add lines 7 through 10 12 Gross receipts from related actIVIties, etc (see instructions) (a)2013 (b)2014 (c)2015 (d)2016 (e)2017 (f)Total 16,642,346 17,224,591 25,762,242 19,022,127 20,672,518 99,323,824 52,997 31,419 45,716 168,794 317,302 616,228 4,699 2,023 4,418 11,908 7,213 30,261 99,970,313 l12l 4,932,099 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here .rlZl Section C. Computation of Public upport Percentage 14 Public support percentage for 2017 (line 6, column diVided by line 11, column 15 Public support percentage for 2016 Schedule A, Part II, line 14 153 33 1/30/0 support test?2017. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization 33 1/3?/o support test?2016. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3?/o or more, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10?lo-facts-and-circumstances test?2017. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-CIrcumstances" test The organization qualifies as a publicly supported organization 14 88 417 0/o 15 87 860 test?2016. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-CIrcumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-CIrcumstances" test The organization qualifies as a publicly supported organization 13 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions P- >l:l PEI >l:l Schedule A (Form 990 or 990-EZ) 2017 Schedule A (Form 990 or 990-EZ) 2017 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only If you checked the box on Ine 10 of Part I or If the organIzatIon faIIed to qualIfy under Part II. If Page 3 the organIzatIon faIls to quaIIfy under the tests IIsted below, please complete Part II.) Section A. Public Support 7a 8 Calendar year (or fiscal year beginning in) GIfts, grants, contributions, and fees recered (Do not Include any "unusual grants Gross receIpts from admISSIons, merchandIse sold or serVIces performed, or furnIshed In any actIVIty that Is related to the organIzatIon's tax-exempt purpose Gross receIpts from actIVItIes that are not an unrelated trade or busmess under sectIon 513 Tax revenues lewed for the organIzatIon's bene?t and alther pad to or expended on Its behalf The value of serVIces or furnIshed by a governmental unIt to the organIzatIon WIthout charge Total. Add Ines 1 through 5 Amounts Included on Ines 1, 2, and 3 recered from dIsqualIerd persons Amounts Included on ?ms 2 and 3 recewed from other than dIsqualIerd persons that exceed the greater of $5,000 or 1% of the amount on Ine 13 for the year Add Ines 7a and 7b Public support. (Subtract Ine 7c from Ine 6 (a)2013 (b)2014 (c)2015 (d)2016 (e)2017 Total Section B. Total Support 9 10a 12 13 14 Calendar year (or fiscal year beginning in) Amounts from Ine 6 Gross Income from Interest, dIVIdends, payments recalved on securItIes loans, rents, royaItIes and Income from sources Unrelated busmess taxable Income (less sectIon 511 taxes) from busmesses achIred after June 30, 1975 Add Ines 10a and 10b Net Income from unrelated busmess actIVItIes not Included In Ine 10b, whether or not the busmess Is regularly earned on Other Income Do not Include gaIn or loss from the sale of capItal assets (EpraIn In Part VI Total support. (Add Ines 9, 10c, 11, and 12 (a)2013 (b)2014 (c)2015 (d)2016 (e)2017 Total First five years. If the Form 990 Is for the organIzatIon's ?rst, second, thIrd, fourth, or ?fth tax year as a sectIon 501(c)(3) organIzatIon, check thIs box and stop here Section C. Computation of Public Support Percentage 15 PubIIc support percentage for 2017 ( Ine 8, column dIVIded by Ine 13, column 15 15 PubIIc support percentage from 2016 Schedule A, Part Ine 15 15 Section D. Computation of Investment Income Percentage 17 Investment Income percentage for 2017 ( Ine 10c, column dIVIded by Ine 13, column 17 13 Investment Income percentage from 2016 Schedule A, Part Ine 17 13 19a 331/3?/o support tests?2017. If the organIzatIon dId not check the box on Ine 14, and Ine 15 Is more than 33 and Ine 17 IS not more than 33 check thIs box and stop here. The organIzatIon qualIers as a publIcly supported organIzatIon PEI 33 1/3?/o support tests?2016. If the organIzatIon dId not check a box on Ine 14 or Ine 19a, and Ine 16 Is more than 33 1,73% and Ine 18 Is 20 not more than 33 check thIs box and stop here. The organIzatIon as a publIcly supported organIzatIon Private foundation. If the organIzatIon dId not check a box on Ine 14, 19a, or 19b, check thIs box and see InstructIons Schedule A (Form 990 or 990-EZ) 2017 Schedule A (Form 990 or 990-EZ) 2017 Supporting Organizations (Complete only if you checked a box on line 12 of Part I If you checked 12a of Part I, complete Sections A and If you checked 12b of Part I, complete Sections A and If you checked 12c of Part I, complete Sections A, D, and If you checked 12d of Part I, complete Page 4 Sections A and D, and complete Part V) Section A. All Supporting Organizations the organization's supported organizations listed by name in the organization's governing documents? If ?No, describe in Part VI how the supported organizations are deSIgnated If deSIgnated by class or purpose, describe the desrgnation If historic and continUing relationship, explain Did the organization have any supported organization that does not have an IRS determination of status under section 509 1) or If "Yes, explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2) Did the organization have a supported organization described in section 501(c)(4), (5), or If ?Yes," answer and below 3a Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)7 If ?Yes, describe in Part VI when and how the organization made the determination 3b Did the organization ensure that all support to such organizations was used excluswely for section 170(c)(2)(B) purposes? If ?Yes, explain in Part VI what controls the organization put in place to ensure such use 3c Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes? and if you checked 12a or 12b in Part I, answer and below Did the organization have ultimate control and discretion in deCIding whether to make grants to the foreign supported organization? If "Yes,? describe in Part VI how the organization had such control and discretion despite being controlled or superwsed by or in connection With its supported organizations 4b Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)7 If "Yes,? explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used excluswely for section 1 purposes 4c Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes, answer and below (if applicable) Also, prowde detail in Part VI, including the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, the authority under the organization '5 organiZing document authorizmg such action, and (iv) how the action was accomplished (such as by 5a amendment to the organizmg document) Type I or Type 11 only. Was any added or substituted supported organization part of a class already deSIgnated in the organization?s organizmg document? 5b Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c Did the organization prowde support (whether in the form of grants or the prowsion of serVIces or faCIlities) to anyone other than its supported organizations, (ii) that are part of the charitable class benefited by one or more of its supported organizations, or other supporting organizations that also support or benefit one or more of the filing organization?s supported organizations? If "Yes,?prowde detail in Part VI. Did the organization prowde a grant, loan, compensation, or other Similar payment to a substantial contributor (defined in section a family member of a substantial contributor, or a 35% controlled entity With regard to a substantial contributor? If ?Yes,? complete Part I of Schedule (Form 990 or 990-EZ) Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 77 If "Yes,? complete Part I of Schedule (Form 990 or 990-EZ) Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or If ?Yes,? prowde detail in Part VI. 9a Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes,?prowde detail in Part VI. 9b Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If ?Yes, ?prowde detail in Part VI. 9c Was the organization subject to the excess bu5iness holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type non-functionally integrated supporting organizations)? If "Yes,? answer line 10b below 10a Did the organization have any excess busmess holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess busmess holdings) 10b Schedule A (Form 990 or 990-EZ) 2017 Schedule A (Form 990 or 990-EZ) 2017 Page 5 Supporting Organizations (continued) 11 a Yes No Has the organization accepted a gift or contribution from any of the followmg persons? A person who directly or indirectly controls, either alone or together With persons described In and below, the governing body of a supported organization? 11a A family member of a person described In above? 11b A 35% controlled entity of a person described In or above? If "Yes? to a, b, or c, prowde detail In Part VI 11c Section B. Type I Supporting Organizations Yes No Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appomt or elect at least a majority of the organization's directors or trustees at all times during the tax year? If "No, describe in Part VI how the supported organization(s) effectively operated, supervrsed, or controlled the organization ?5 actiVities If the organization had more than one supported organization, describe how the powers to appOint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes, explain In Part VI how prowding such benefit carried out the purposes of the supported organization(s) that operated, supervrsed or controlled the supporting organization Section C. Type 11 Supporting Organizations 1 Yes No Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? If "No, describe in Part VI how control or management of the supporting organization was vested In the same persons that controlled or managed the supported organization(s) 1 Section D. All Type Supporting Organizations Yes No Did the organization prowde to each of its supported organizations, by the last day of the fifth month of the organization?s tax year, (I) a written notice describing the type and amount of support prOVIded durIng the prior tax year, (II) a copy of the Form 990 that was most recently filed as of the date of notification, and copies of the organization's governing documents in effect on the date of notification, to the extent not preVIously prowded" Were any of the organization?s officers, directors, or trustees either appomted or elected by the supported organization (5) or (ii) servmg on the governing body of a supported organization? If explain in Part VI how the organization maintained a close and continuous working relationship With the supported organization(s) By reason of the relationship described in (2), did the organization's supported organizations have a Significant v0ice In the organization?s Investment po ICIes and In directing the use of the organization?s Income or assets at all times during the tax year? If "Yes, describe In Part VI the role the organization?s supported organizations played in this regard Section E. Type Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions) a The organization satisfied the ActIVIties Test Complete line 2 below CI The organization is the parent of each of its supported organizations Complete line 3 below CI The organization supported a governmental entity Describe in Part VI how you supported a government entity (see Instructions) ActIVIties Test Answer and below. Yes No a Did substantially all of the organization?s actIVItIes during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responSIve? If "Yes," then in Part VI identify those supported organizations and explain how these actiwties directly furthered their exempt purposes, how the organization was responsrve to those supported organizations, and how the organization determined that these actiwties constituted substantially all of its actiwties 2a Did the actIVItIes described In constitute actIVIties that, but for the organization's involvement, one or more of the organization?s supported organization(s) would have been engaged in? If ?Yes," explain in Part VI the reasons for the organization ?5 pOSition that its supported organization(s) would have engaged in these actiwties but for the organization ?5 involvement 2b Parent of Supported Organizations Answer and below. a Did the organization have the power to regularly appomt or elect a majority of the officers, directors, or trustees of each of 3a the supported organizations? Provrde details in Part VI. Did the organizatIon exerCIse a substantial degree of direction over the programs and actIVItIes of each of its supported organizations? If ?Yes, describe in Part VI. the role played by the organization in this regard 3b Schedule A (Form 990 or 990-EZ) 2017 Schedule A (Form 990 or 990-EZ) 2017 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations Page 6 1 Check here If the organIzatIon satis?ed the Integral Part Test as a qualifying trust on Nov 20, 1970 (explain In Part VI) See instructions. All other Type non-functIonally Integrated supportIng organizations must complete Sections A through Section A - Adjusted Net Income (A) Pr'or Year currentYear (optIonal) 1 Net short-term capItal gaIn 1 2 Recoveries of prIor-year distributions 2 3 Other gross Income (see instructions) 3 4 Add lines 1 through 3 4 5 DepreCIatIon and depletion 5 6 Portion of operating expenses paId or Incurred for production or collection of gross 6 income or For management, conservation, or maIntenance of property held for production of Income (see instructions) 7 Other expenses (see Instructions) 7 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) Section - Minimum Asset Amount (A) Prlor Year (B) Current Year (optIonal) 1 Aggregate fair market value of all non-exempt-use assets (see InstructIons for short tax year or assets held for part of year) 1 a Average value of securItIes la Average cash balances 1b Fair market value of other non-exempt-use assets 1c Total (add Ines 1a, 1b, and 1c) 1d Discount claImed for blockage or other Factors (explain In detail In Part VI) 2 AchISItion Indebtedness appIIcabIe to non-exempt use assets 2 Subtract Ine 2 from line 1d 3 4 Cash deemed held for exempt use Enter 1-1/20/0 of Ine 3 (for greater amount, see InstructIons) 4 5 Net value of non-exempt-use assets (subtract Ine 4 from line 3) 5 6 Multiply line 5 by 035 6 7 Recoveries of prIor-year dIstrIbutIons 7 8 Minimum Asset Amount (add Ine 7 to ?me 6) 8 Section - Distributable Amount Current Year 1 Adjusted net Income for prIor year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2 3 MInImum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3 4 5 Income tax Imposed In prIor year 5 6 Distributable Amount. Subtract line 5 from lIne 4, unless subject to emergency 6 temporary reductIon (see InstructIons) 7 Check here If the current year IS the organization?s ?rst as a non-functionaIIy-Integrated Type supportIng organIzatIon (see InstructIons) Schedule A (Form 990 or 990-EZ) 2017 Schedule A (Form 990 or 990-EZ) 2017 Page 7 Type Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform actIVIty that directly furthers exempt purposes of supported organizations, In excess of income from actiwty Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to achIre exempt-use assets Qualified set-aSIde amounts (prior IRS approval reqUIred) Other distributions (describe in Part VI) See instructions Total annual distributions. Add lines 1 through 6 ?~10!th details in Part VI) See instructions Distributions to attentive supported organizations to which the organization is responswe (prowde 9 Distributable amount for 2017 from Section C, line 6 10 Line 8 amount diVided by Line 9 amount Section - Distribution Allocations (see instructions) 0) Excess Distributions (ii) Underdistributions Distributable Pre-2017 Amount for 2017 1 Distributable amount for 2017 from Section C, line 6 2 Underdistributions, if any, for years prior to 2017 (reasonable cause reqUIred-- explain in Part VI) See instructions 3 Excess distributions carryover, if any, to 2017 From 2013. From 2014. From 2015. From 2016. Total of lines 3a through 9 Applied to underdistributions of prior years Applied to 2017 distributable amount i Carryover from 2012 not applied (see instructions) Remainder Subtract lines 39, 3h, and 3i from 3f 4 Distributions for 2017 from Section D, line 7 a Applied to underdistributions of prior years Applied to 2017 distributable amount Remainder Subtract lines 4a and 4b from 4 5 Remaining underdistributions for years prior to 2017, if any Subtract lines 39 and 4a from line 2 If the amount IS greater than zero, explain in Part VI See instructions 6 Remaining underdistributions for 2017 Subtract lines 3h and 4b from line 1 If the amount is greater than zero, explain in Part VI See instructions 7 Excess distributions carryover to 2018. Add lines 3] and 4c 8 Breakdown of line 7 Excess from 20 13. Excess from 2014. Excess from 2015. Excess from 2016. Excess from 2017. Schedule A (Form 990 or 990-EZ) (2017) Additional Data Software ID: Software Version: EIN: 36-3235550 Name: THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Schedule A (Form 990 or 990-EZ) 2017 Page 8 Supplemental Information. Prowde the explanations reqUIred by Part II, line 10, Part II, line 17a or 17b, Part line 12, Part IV, Section A, Imes 9a, 9b, 9c, 11a, 11b, and 11c, Part IV, Section B, Imes 1 and 2, Part IV, Section C, line 1, Part IV, Section D, Imes 2 and 3, Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b, Part V, line 1, Part V, Section B, line 1e, Part Section D, lines 5, 6, and 8, and Part V, Section E, lines 2, 5, and 6 Also complete part for any additional Information (See instructions) Facts And Circumstances Test Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - SCHEDULE (Form 990) Department of the Trensiin Supplemental Financial Statements OMB No 1545-0047 Complete if the organization answered "Yes," on Form 990, 2 0 1 7 Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Open to Public Iniemnl Rewmm semce Information about Schedule (Form 990) and its instructions is at Inspection Name of the organization THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Employer identification number 36-3235550 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. Total number at end of year Aggregate value at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Donor adVIsed funds (b)Funds and other accounts organization?s property, subject to the organization?s excluswe legal control? Did the organization inform all donors and donor adVisors in writing that the assets held in donor adVised funds are the l:l Yes l:l No 6 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 impermISSIble private benefit? l:l Yes l:l No Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply) l:l Preservation of land for public use (e recreation or education) l:l Preservation of an historically important land area l:l Protection of natural habitat l:l Preservation of a certified historic structure l:l Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year Held at the End of the Year a Total number of conservation easements 2a Total acreage restricted by conservation easements 2b Number of conservation easements on a certified historic structure included in 2c Number of conservation easements included in achIred after 8/17/06, and not on a historic 2d structure listed in the National Register 3 Number of conservation easements modified, transferred, released, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of Violations, and enforcement of the conservation easements it holds? l:l Yes l:l No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of Violations, and enforcmg conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of Violations, and enforCIng conservation easements during the year 8 Does each conservation easement reported on line 2(d) above satisfy the reqUIrements of section and section l:l Yes l:l No 9 In Part describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization?s finanCIal statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 1a 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 Similar assets held for public exhibition, education, or research in furtherance of public serVIce, pr0Vide, in Part the text of the footnote to its finanCIal statements that describes these items 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 Similar assets held for public exhibition, education, or research in furtherance of public serVIce, prowde the followmg amounts relating to these items Revenue included on Form 990, Part line 1 (ii)Assets included in Form 990, Part 2 If the organization received or held works of art, historical treasures, or other Similar assets for finanCIal gain, prOVide the followmg amounts reqUIred to be reported under SFAS 116 (ASC 958) relating to these items a Revenue included on Form 990, Part line 1 Assets included in Form 990, Part For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 52283D Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Usmg the organIzatIon's achISItion, and other records, check any of the followmg that are a SignIfIcant use of Its collection Items (check all that apply) l:l Loan or exchange programs l:l Other Public exhibitIon l:l Scholarly research a description of the organIzatiori's collections and explain how they further the organization?s exempt purpose In Part During the year, dId the organization so ICIt or receive donations of art, historical treasures or other assets to be sold to raise funds rather than to be maintaIned as part of the organization?s collection? Preservation for future generations l:l Yes l:l No Escrow and Custodial Arrangements. Complete If the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a 2a Is the organization an agent, trustee, custodian or other Intermediary for contributions or other assets riot Included on Form 990, Part l:l Yes l:l No If "Yes," explaIn the arrangement In Part and complete the followmg table Amount Beginning balance 1C 1d AddItIons durIng the year Distributions durIng the year 1e EndIng balance 1f Did the organizatIon Include an amount on Form 990, Part X, line 21, for escrow or custodIal account lIability7 l:l Yes l:l No If "Yes," explaIn the arrangement In Part Check here If the explanatIon has been prOVIded In Part Endowment Funds. Complete If the organIzatIon answered "Yes" on Form 990, Part IV, Ine 10. (a)Current year (b)PrIor year (c)Two years back (d)Three years back (e)Four years back 1a Beginning of year balance 10,000 10,000 10,000 10,000 10,000 ContrIbutIons Net Investment earnings, gains, and losses Grants or scholarships Other expendItures for faCIlitIes and programs AdmInistrative expenses 9 End of year balance 10,000 10,000 10,000 10,000 10,000 2 the estImated percentage of the current year end balance (line lg, column held as Board deSIgnated or quaSI-endowment Permanent endowment 100 000 TemporarIIy restrIcted endowment The percentages on lInes 2a, 2b, and 2c should equal 100% 3a Are there endowment funds not In the possesSIon of the organizatIon that are held and admInistered for the organization by Yes No unrelated organizations 3a(i) No (ii) related organizations . . . . . . . . . . . . . . 3a(ii) No If "Yes" on are the related organIzations Isted as reqUIred on Schedule 3b 4 Describe In Part the Intended uses of the organIzation's endowment funds Land, Buildings, and Equipment. Complete If the or anIzatIon answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Cost or other Cost or other (other) Accumulated depreCIatIon Book value Description of property (Investment) 1a Land BUIldIngs Leasehold Improvements 50,312 11,037 39,275 EqUIpment 762,807 470,720 292,087 Other . . . 389,576 193,709 195,867 Total. Add lines 1a through 1e (Column (cl) must equal Form 990, Part X, column (B), line 10(c) . . 527,229 Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 3 Investments?Other Securities. Complete if the organization answered ?Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. Description of security or category Book value Method of valuation (Including name of security) Cost or end-oF-year market value (1) FinanCIal derivatives (2) Closely-held eqUIty interests (3) Other (A) WHITEBOX MULTI-STRATEGY FD LTD 1,549,251 (B) CERTIFICATES OF DEPOSIT 3,207,540 (C) (D) (E) (F) (G) (H) Total. (Column must equal Form 990, Part X, col (B) line 12 4,756,791 Investments?Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. Description of investment Book value Method of valuation Cost or end-oF-year market value (1) (2) (3) (4) (5) (6) (7) (3) (9) Total. (Column must equal Form 990, Part X, col (B) line 13) Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d See Form 990, Part X, line 15 Description Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column must equal Form 990, Part X, col (B) line 15Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990 Part line 25. 1_ Description of liability Book value (1) Federal income taxes 0 DEFERRED LEASE OBLIGATION 1 067 818 (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column must equal Form 990, Part X, col (B) line 25) 1 067 818 2. Liability for uncertain tax p05itions In Part provide the text of the footnote to the organization's finanCIal statements that reports the organization's liability for uncertain tax p05itions under FIN 48 (ASC 740) Check here if the text of the footnote has been prowded in Part Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, Ine 12a. 1 Total revenue, gaIns, and other support per audIted fInanCIal statements . . . . . . . 1 23,021,713 2 Amounts Included on Ine 1 but not on Form 990, Part Ine 12 a Net unrealized gaIns (losses) on Investments . . . . 2a 357,687 Donated serVIces and use of faCIlItIes . . . . . . . . . 2b RecoverIes of prIor year grants . . . . . . . . . . . 2c Other (DescrIbe In Part . . . . . . . . . . . . 2d Add Ines 2a through 357,687 3 Subtract Ine 2e from Ine 22,664,026 Amounts Included on Form 990, Part Ine 12, but not on Ine 1 a Investment expenses not Included on Form 990, Part Ine 7b . 4a Other (DescrIbe In Part . . . . . . . . . . . 4b -13,280 Add Ines -13,280 5 Total revenue Add Ines 3 and 4c. (ThIs must equal Form 990, Part I Ine 12 . . . . 5 22,650,746 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete If the organIzatIon answered 'Yes' on Form 990, Part IV, Ine 12a. Total expenses and losses per audIted FInanCIal statements . . . . . . . . . . . 1 22,682,441 2 Amounts Included on Ine 1 but not on Form 990, Part IX, Ine 25 a Donated serVIces and use PrIor year adjustments . . . . . . . . . . . . 2b Other losses . . . . . . . . . . . . . . . . 2c 1,000,705 Other (DescrIbe In Part . . . . . . . . . . . . 2d 13,280 Add Ines 2a through 1,013,985 3 Subtract Ine 2e from Ine 21,668,456 Amounts Included on Form 990, Part IX, Ine 25, but not on Ine 1: a Investment expenses not Included on Form 990, Part Ine 7b . . 4a Other (DescrIbe In Part . . . . . . . . . . . . 4b Add Ines Total expenses Add Ines 3 and 4c. (ThIs must equal Form 990, Part I, Ine 21,668,456 Supplemental Information the descrIptIons reqUIred for Part II, Ines 3, 5, and 9, Part Ines 1a and 4, Part IV, Ines 1b and 2b, Part V, Ine 4, Part X, Ine 2, Part XI, Ines 2d and 4b, and Part XII, Ines 2d and 4b Also complete thIs part to prowde any addItIonal InformatIon Return Reference ExplanatIon See AddItIonal Data Table Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 5 Supplemental Information (continued) Return Reference Explanation Schedule (Form 990) 2017 Additional Data Supplemental Information Software ID: Software Version: EIN: 36-3235550 Name: THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Return Reference Explanatlon PART X, LINE 2 - FIN 48 FOOTNOTE prInCIpIes generally accepted In the Unlted States of Amerlca reqUIre that mana gement of an organlzatlon evaluate tax p05 tlons taken by the organlzatlon and recognlze a tax If It IS more Ilkely than not that the posmon not be sustalned upon exammatlon by the Internal Revenue SerVIce Management has analyzed the SOCIety's tax pos Itlons and has concluded that as of September 30, 2018, there are no uncertaln pOSItIons aken or expected to be taken that would reqUIre In the flnanCIaI statements Th IS subject to routlne audlts by taxmg however, there are current y no audlts In progress for any tax penods Supplemental Information Return Reference Eprnahon PART XI, LINE 4B-OTHER REVENUES INCLUDED ON FORM 990, BUT NOT FINANCIALS COST OF SALES $(13,280) Supplemental Information Return Reference Explanation PART XII, LINE 2D-OTHER EXPENSES INCLUDED ON FINANCIALS, BUT NOT FORM 990 COST OF SALES $13,280 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493086008149' SCHEDULE (Form 990) Department of the Treasun Internal Rex enue Sen Ice Statement of Activities Outside the United States Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Information about Schedule (Form 990) and its Instructions is at Attach to Form 990. Name of the organization THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 36-3235550 OMB No 1545-0047 2017 Open to Public Inspection Employer identification number General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b. 1 For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other a55istance, the grantees? eligibility for the grants or a55istance, and the selection criteria used to award the grants or a55istance7 l:l Yes l:l No 2 For grantmakers. Describe in Part the organization?s procedures for monitoring the use of its grants and other a55istance outSIde the United States 3 Actiwtes per Region (The followmg Part I, line 3 table can be duplicated if additional space is needed Region Number of offices in the Number of employees, agents, ActiVities conducted in region (by type) (e g. If actiVity listed in is a program serVIce, describe Total expenditures for and investments region and independent fundraismg, program speCIfic type of in region contractors in serVIces, investments, grants serVIce(s) in region region to reCIpients located in the region) 1) See Add?l Data 2) 3) 4) 5) 3a Sub-total 2,134,162 Total from continuation sheets to Part I Totals (add lines 3a and 3b) 2,134,162 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50082W Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 2 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered ?Yes" to Form 990, Part IV, line 15, for any moment who received more than $5,000. Part II can be duplicated if additional space IS needed. 1 Name of IRS code Region Purpose of Amount of Manner of (9) Amount Description Method of organization section grant cash grant cash of non-cash of non-cash valuation and EIN (if disbursement a55istance a55istance (book, FMV, applicable) appraisal, other) 1) 2) 3) (4) 2 Enter total number of moment organizations listed above that are recognized as charities by the foreign country, recognized as tax- exempt by the IRS, or for which the grantee or counsel has prowded a section 501(c)(3) equwalency letter . 3 Enter total number of other organizations or entities . Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 3 Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16. Part can be duplicated if additional space is needed. Type of grant or a55istance Region Number of moments Amount of cash grant Manner of cash disbursement Amount of non-cash a55istance (9) Description of non-cash aSSIstance Method of valuation (book, FMV, appraisal, other) (1) (3) (4) (5) (7) (8) (9) 10) (11) (12) (13) 14) (15) (15) (17) 13) Schedule (Form 990) 2017 Schedule (Form 990) 2017 Foreign Forms 1 Was the organization a transferor of property to a foreign corporation during the tax year? If "Yes,?the organization may be reqUired to file Form 926, Return by a Transferor of Property to a Foreign Corporation (see Instructions for Form 926) Did the organization have an interest in a foreign trust during the tax year? If ?Yes," the organization may be reqUired to separately file Form 3520, Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a 5 Owner (see Instructions for Forms 3520 and 3520-A, do not file With Form 990) Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be reqUired to file Form 5471, Information Return of 5 Persons With Respect to Certain Foreign Corporations (see Instructions for Form 5471) Was the organization a direct or indirect shareholder of a passwe foreign investment company or a qualified electing fund during the tax year? If "Yes,? the organization may be required to file Form 8621, Information Return by a Shareholder of a Passwe Foreign Investment Company or Qualified Electing Fund (see Instructions for Form 8621) Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be reqUired to file Form 8865, Return of 5 Persons With Respect to Certain Foreign Partnerships (see Instructions for Form 8865) Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be reqUired to separately file Form 5713, International Boycott Report (see Instructions for Form 5713, do not file With Form 990) l:l Yes l:l Yes Yes Yes l:l Yes l:l Yes Page 4 .No .No l:lNo l:lNo .No .No Schedule (Form 990) 2017 Schedule (Form 990) 2017 Supplemental Information Prowde the information reqUIred by Part I, line 2 (monitoring of funds); Part I, line 3, column (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part (accounting method); and Part column (estimated number of moments), as applicable. Also complete this part to prowde any additional information (see instructions). Page 5 ReturnReference Explanation Schedule (Form 990) 2017 Additional Data Software ID: Software Version: EIN: Name: 36-3235550 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Form 990 Schedule Part I - Activities Outside The United States Reglon Number of Number of ActIVItIes conducted If actIVIty Ilsted In Total expenditures Of?ces In the employees or In reglon (by type) (I IS a program serVIce, for reglon region agents In fundralsmg, program describe speCIfIc type of reglon serVIces, grants to serVIce(s) In reglon reCIpIents located In the region) Europe (Includlng Iceland and Program SerVIces conference semlnars 565,387 Greenland) North Amerlca Program SerVIces conference semlnars 19,524 Form 990 Schedule Part I - Activities Outside The United States Reglon Number of Number of ActIVItIes conducted If actIVIty llsted Total expenditures of?ces In the employees or In reglon (by type) (I Is a program serVIce, for reglon region agents In fundralsmg, program describe speCI?c type of region servnces, grants to region reCIpIents located In the region) Central Amerlca and the Investments 1,549,251 Canbbean Iefile GRAPHIC print - Do NOT PROCESS As Filed Data - DLN: 93493086008149I OMB No 1545-0047 $255335, Grants and Other Assistance to Organizations, 2017 Governments and Individuals in the United States Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22. Department of the Attach to Form 990. Treasury Information about Schedule I (Form 990) and its instructions is at Internal Revenue Serwce Name Of the organization Employer identification number THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 36'3235550 General Information on Grants and Assistance Open to Public Inspection 1 Does the organization maintain records to substantiate the amount of the grants or a55istance, the grantees' eligibility for the grants or a55istance, and the selection criteria used to award the grants or assistanceDescribe in Part IV the organization's procedures for monitoring the use of grant funds in the United States Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any moment that received more than $5,000 Part II can be duplicated if additional space is needed Name and address OF EIN IRC section Amount OF cash Amount of non- Method of valuation (9) Description of Purpose of grant organization (if applicable) grant cash (book, FMV, appraisal, noncash a55istance or assistance or government assistance other) (1) 10,000 GENERAL SUPPORT DUKE UNIVERSITY SCHOOL OF LAW 210 SCIENCE DR STE 1015 DUKE BOX 90362 DURHAM, NC 27708 2 Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2017 Schedule I (Form 990) 2017 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22 Part can be duplicated if additional space IS needed Page 2 Type of grant or a55istance Number of Amount of Amount of Method of valuation (book, Description of noncash a55istance reCIpients cash grant noncash a55istance FMV, appraisal, other) (1) MISCELLANEOUS TRAVEL 428 171,327 (2) 8 208,101 FELLOWSHIPS Supplemental Information. Prowde the information reqUIred in Part I, line 2; Part column and any other additional information. Return Reference Explanation PART I, LINE 2 - Organization's Olin/SearIe/Smith/Darling Fellows are subject to a process of constructive monitoring which begins at the start of their fellowship and continues after, as they embark procedures for monitoring use of upon the academic Job market We enlist faculty at their host law schools (members of the fellowship selection committee where p055ible) to keep track of thEIr grant scholarly prOJects as they progress, offering helpful feedback and giVing us their Views of the progress made We also touch base With them periodically ourselves to discuss their topics and progress We also, where p055ible, ask our Fellows to attend a workshop toward the beginning and toward the end of their tenure, at which they discuss potential article topics and rehearse the Job talks they plan to give on the ba5is of their fellowship prOJects before a number of professors and members of our staff After the fellowship is over we keep track of all of our former fellows, prowding a55istance and encouragement on the academic Job market We prepare an annual report on their status Each Searle Young Legal Scholar Fellow IS a55igned a mentor from among the senior professors who comprise the Searle selection committee, who reVIew drafts of the papers they are working on and prowde feedback Schedule I (Form 990) 2017 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93493086008149' Schedule Compensation Information OMB No 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 2 0 1 7 Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Attach to Form 990. Department ot?the Trensun Information about Schedule (Form 990) and its instructions is at enue Senicc WM- Ins I ection Name of the organization Employer identification number THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 35-3235550 Questions Regarding Compensation Yes No 1a Check the approplate box(es) if the organization prowded any of the followmg to or for a person listed on Form 990, Part VII, Section A, line 1a Complete Part to prowde any relevant information regarding these items El First-class or charter travel i:i Housmg allowance or re5idence for personal use El Travel for companions El Payments for business use of personal reSIdence i:i Tax idemnification and gross-up payments i:i Health or club dues or initiation fees El Discretionary spending account i:i Personal serVIces (e maid, chauffeur, chef) If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or raimbursement or prowsmn of all of the expenses described above? If complete Part to explain 1b 2 Did the organization reqUIre substantiation prior to reimbursmg or allowmg expenses incurred by all 2 directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? 3 Indicate which, if any, of the followmg the filing organization used to establish the compensation of the organization?s CEO/Executive Director Check all that apply Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part Compensation committee El Written employment contract Independent compensation consultant Compensation survey or study Form 990 of other organizations Approval by the board or compensation committee 4 During the year, did any person listed on Form 990, Part VII, Section A, line 1a, With respect to the filing organization or a related organization a Receive a severance payment or change-of-control payment? 4a No PartICIpate in, or receive payment from, a supplemental nonqualified retirement plan? 4b No PartICIpate in, or receive payment from, an eqUIty-based compensation arrangement? 4c No If "Yes" to any of lines 4a-c, list the persons and prowde the applicable amounts for each item in Part Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 5 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of a The organization? 5a No Any related organization? 5b No If "Yes," on line 5a or 5b, describe in Part 6 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of a The organization? 6a No Any related organization? 6b No If "Yes," on line 6a or 6b, describe in Part 7 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization prowde any nonfixed payments not described in lines 5 and 67 If "Yes," describe in Part 7 No 8 Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regulations section 53 If "Yes," describe in Part 8 No 9 If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53 9 For Paperwork Reduction Act Notice. see the Instructions for Form 990. Cat No 50053T Schedule (Form 990) 2017 Schedule] (Form 990) 2017 Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each indIVIdual whose compensation must be reported on Schedule J, report compensation from the organization on row and from related organizations, described in the instructions, on row (ii) Do not list any ihdiViduals that are not listed on Form 990, Part VII Note. The sum of columns (B for each listed indiVidual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that indiVidual (A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation in Base (ii) Bonus incentive Other other deferred benefits column (B) reported compensation compensation reportable compensation as deferred on prior compensation Form 990 1 Eugene Meyer 601,300 170,880 18,900 33,755 824,835 0 Director/PreSIdent (ii) 0 0 2 Leonard A Leo 344,375 18,900 38,325 401,600 0 Director/Exec Vice PreSIdent (ii) 0 3 Lee Liberman Otis 364,500 18,900 570 383,970 0 Director/Senior Vice PreSIdent 0 0 0 0 0 4 Dean A Reuter 293,500 18,900 38,748 351,148 0 Director of Practice Groups (ii) 0 5 Douglas Ubberi 210,500 14,735 25,526 250,761 0 Director of Finance (ii) 0 0 0 6 Peter Redpath 203,500 14,245 25,333 243,078 0 Director of Student DiVi5ion (ii) 0 0 7 Jonathan Bunch 172,000 12,040 29,550 213,590 0 State Courts, VP/Director (ii) 0 8 164,000 11,480 7,331 182,811 0 DIRECTOR OF DEVELOPMENT (ii) 0 0 0 9 Devon Westhill 150,000 0 17,961 167,961 0 DIR, REGULATORY TRANSPARENCY (ii) 0 0 Schedule (Form 990) 2017 Schedule (Form 990) 2017 Page 3 Supplemental Information Prowde the Information, explanation, or descriptions reqUIred for Part I, IInes 1aand for Part II Also complete this part for any additional information Return Reference Explanation Schedule (Form 990} 2017 Additional Data Software ID: Software Version: EIN: Name: 36-3235550 THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Form 990, Schedule J, Part II - Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation In Base Compensation (ii) other deferred bene?ts column (B) Bonus incentive Other reportable compensation reported as dafEFFEd on compensation compensation prior Form 990 1Eugene Meyer (I) 601.300 170 880 18 900 33 755 824 835 Director/PreSIdent I I I I (ii) 0 0 0 1Leonard A Leo 344,375 Director/ExecVicePreSIdent() 4 01,500 (ii) 0 0 0 0 2Lee Liberman Otis 364,500 18 900 570 383 970 Director/Senior Vice FESI en (II) 0 0 0 0 3Dean A Reuter (I) 293,500 18 900 38 748 351 148 Director of Practice Groups I (ii) 0 0 0 0 4D0ug as Ubben 210,500 14 735 25 526 250 761 Director of Finance I I (ii) 0 0 0 0 5Peter Redpath 203,500 DirectorofStudentDiViSion 2 33:97.8 (ii) 0 0 0 0 6Jonathan Bunch I 172,000 StateCourts,VP/Director ?3,559 2 131,539? (ii) 0 0 0 0 164'000 11,480 7,331 182,811 DEVELOPMENT (H) 0 0 0 8Devon Westhill i 150,000 DIR, REGULATORY 17,961 157:951 TRANSPARENCY (ii) 0 0 0 0 0 Iefile GRAPHIC print - DO NOT PROCESS As Filed Data - SCHEDULEM (Form 990) Department of the Trensun Internal Re\ enue Sen Ice Noncash Contributions >Complete if the organizations answered "Yes" on Form 990, Part IV, lines Attach to Form 990. rInformation about Schedule (Form 990) and its instructions is at Open to Public OMB No 1545-0047 Inspection Name of the organization THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Employer identification number 36-3235550 Types of Property (3) (C) Check if Number of contributions or Noncash contribution Method of determining applicable items contributed amounts reported on noncash contribution amounts Form 990, Part line 19 1 Art?Works of art 2 Art?Historical treasures 3 Art?Fractional interests 4 Books and publications 5 Clothing and household goods . . . . . 6 Cars and other vehicles 7 Boats and planes . 8 Intellectual property 9 Securities?Publicly traded 10 105,071 FMV 10 Securities?Closely held stock . 11 Securities?Partnership, LLC, or trust interests . 12 Securities?Miscellaneous . 13 Qualified conservation contribution?Historic structures . 14 Qualified conservation contribution?Other 15 Real estate?Re5idential 16 Real estate?Commercial 17 Real estate?Other 18 Collectibles 19 Food inventory 20 Drugs and medical supplies 21 TaXIdermy 22 Historical artifacts 23 Scientific speCImens 24 Archeological artifacts 25 Other 1 2,015,189 APPRAISED VALUE BITCOIN 26 Other 27 Other 28 Other 29 Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement 29 1 Yes No 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which IS not reqUIred to be used for exempt purposes for the entire holding period? 30a No If "Yes," describe the arrangement in Part II 31 Does the organization have a gift acceptance policy that reqUIres the rewew of any nonstandard contributions? 31 N0 32a Does the organization hire or use third parties or related organizations to process, or sell noncash 32a No If "Yes," describe in Part II 33 If the organization did not report an amount in column for a type of property for which column IS checked, describe in Part II For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 51227] Schedule (Form 990) (2017) Schedule Form 990) (2017) Page 2 Supplemental Information. Prowde the Information reqUIred by Part I, IInes 30b, 32b, and 33, and whether the organlzatIon IS In Part I, column the number of contrIbutIons, the number of Items recered, or a combInatIon of both. Also complete thIs part for any addItIonaI InformatIon. Return Reference ExplanatIon Schedule (Form 990} {2017) Iefile GRAPHIC print - Do NOT PROCESS As Filed Data - DLN: 93493086008149I . OMB No 1545-0047 SCHEDULE 0 Supplemental Information to Form 990 or 990-EZ (Form 990 or 990? Complete to provide information for responses to specific questions on 2 0 1 7 El) Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Information about Schedule 0 (Form 990 or 990-EZ) and its instructions is at Open to PUbliC Department ot the Trensun Inspection Employer identification number THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 36-3235550 990 Schedule 0, Supplemental Information Return ExplanatIon Reference PART GENERAL PROGRAM PROVIDES FOR OTHER INCIDENTAL ACTIVITIES USEFUL TO LAWYE LINE 4D - RS, STUDENTS, FACULTY AND OTHERS LAWYERS ACTIVITIES The Federalist 8 OTHER OCIetys Lawyers was founded In 1986 to brIng together attorneys, busmess and pol PROGRAM Icy leaders, and others Interested In examInIng and Improvmg the state of the law The La SERVICE wyers reaches the legal communIty through over 75 Lawyers Chapters located In ACTIVITIES tually every major cIty In the UnIted States Every year, the chapters organIze over 300 rograms Each chapter Is run by local volunteer leadershIp The chapters host speeches, pa nel and debates on current topIcs at the local and natIonal level SYMPOSIUM A ND CONFERENCE A PROGRAM OF SEMINARS, CONFERENCES AND MEETINGS A WHICH DISTINGUISHED LEGAL SCHOLARS GAVE LECTURES AND ENGAGED IN DEBATES AND PUBLIC DISCU SSIONS ABOUT ISSUES OF NATIONAL IMPORTANCE THE EVENTS HAD APPROXIMATELY 2,000 ATTENDEES FACULTY ACTIVITES The Faculty prOVIdes a settIng for onstructIve scholarly dIscourse and quaIIty scholarshIp among conservatIve and IIbeItarIan faculty The Faculty has enabled us to cultIvate a growmg communIty of scholars CIHVOEI EIH ENH J. EIHJ. EIHJ. EIEDVNVIN TIVHS EEILLIINWOO NOILOEIS SHOLOEIHICI CIHVOEI EIHJ. WOtlzl ONLL EEILLIINWOO uoneumdxg umJau uoneuuow: 21uawa ddns 'o ampeqas 055 990 Schedule 0, Supplemental Information Return Reference Explanation PART VI, SECTION B, LINE 11B - REVIEW PROCESS FOR FORM 990 THE FORM IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, ENGAGED BY THE SO BOARD, WHOM FORWARDS A DRAFT RETURN TO THE DIRECTOR OF FINANCE AND THE PRESIDENT FOR THEIR REVIEW UPON DISCUSSION AND COMMENTS WITH THE CPA FIRM ON THE DRAF FORM 990, A FINAL DRAFT IS PREPARED AND SENT BACK FOR REVIEW AND APPROVAL FOLLOWING APP ROVAL OF THE FINAL DRAFT, THE CPA FIRM THEN PRESENTS A COPY OF THE FINAL DRAFT TO THE AUDI COMMITTEE FOR REVIEW AND DISCUSSION UPON APPROVAL OF THE DRAFT FORM 990 BY THE AUDIT CO MMITTEE, A COPY IS THEN CIRCULATED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL UPON APPROVAL OF THE FORM 990 BY THE BOARD, THEN THE CPA FIRM COORDINATES E-FILING AUTHORIZATI ON AND COMMENCES THE ELECTRONIC FILING 990 Schedule 0, Supplemental Information Return Explanation Reference PART VI, THE CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS, OFFICERS AND EMPL SECTION B, OYEES OF THE SOCIETY, INCLUDING SUCH INDIVIDUALS THAT SERVE ON BOARD COMMITTEES WHO ARE NO LINE 12 - MEMBERS OF THE BOARD If such indIVIduals become aware of an actual or potential conflic CONFLICT of interest, they must disclose it by followmg the procedures below Employees OF Employees should report any actual or potential conflicts to their superVIsor, INTEREST or to the PreSIdent or the Vice PreSIdent and Director of Finance The PreSIdent, or his POLICY deSIgnee, Will reVIew the Situation and deCIde what, If any, actions should be taken in re sponse Directors, Officers and Key Employees (as defined in 990 instructions) Dlrectors, Of?cers and Key Em ployees (as deSIgnated under the Form 990 rules) should notify the PreSIdent ort he Chairman of the Board if they become aware of an actual or potential conflict of intere st, whether it Involves the person or someone else assomated With the The Presid ent should notify the Chairman of the Board or the Chair of the audit committee 0 fany actual or potential conflict of interest The Board of Directors, or its de5ignee, eVIews actual or potential conflicts of interest involvmg directors, officers and key emp onees to determine appropriate steps to manage or resolve Situations that may raise confl icts Ifthere is uncertainty about whether an actual or potential conflict of interest ex ists, the Board of Directors Will conSIder the matter and make a determination Additional Procedures SpeCIfIc to Directors Where a dire ctor has a conflict of interest involvmg a matter that comes before the Board of Director 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 thi 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 If the director has a confidentiality obligation that prevents him or her from di sclosmg any material facts, they must disclosue such obligation 3 the director may answ er factual questions from other directors and staff and may briefly state or her ion on the matter 4 the director must recuse himself or herself from deliberations on th matter 5 the director Will abstain from voting on the matter and not be present urlng voting 990 Schedule 0, Supplemental Information Return Reference Explanation PART VI, SECTION B, LINES REVIEW PROCESS OF OFFICER COMPENSATION THE BOARD OF DIRECTORS SHALL AUTHORIZE A REVIEW (LAST CONDUCTED IN 2014) BY THE COMPENSATI ON COMMITTEE OF THE COMPENSATION ARRANGEMENT TO BE COMPLETED IN TIME FOR THE ULL BOARD TO REVIEW DURING ITS ANNUAL MEETING AT WHICH THE BUDGET FOR THE ORGANIZATION IS APPROVED THE ANNUAL REVIEW SHOULD CONSIDER THE INTELLECTUAL RIGOR OF THE FEDERALIST SOCIE PROGRAMS AND THEIR INFLUENCE IN LEGAL ACADEMIA AND PUBLIC POLICY DEBATES, THE FUNDRAI SING SUCCESS OF THE CURRENT FISCAL YEAR AND THE PROJECTED REVENUE FOR THE NEXT FISCAL YEAR AND THE OVERALL MANAGEMENT OF THE SOCIETY STAFF AND IMPLEMENTATION OF ITS PRO GRAMMING THE REVIEW SHALL ALSO CONSIDER THE EXECUTIVE COMPENSATION FOR SIMILAR, APPROPRIA TE NATIONAL TAX-EXEMPT ORGANIZATIONS AND SEEK TO MAINTAIN EXECUTIVE COMPENSATION THAT IS OMPARABLE TAKING INTO ACCOUNT THEIR AVERAGE LEVELS OF COMPENSATION, REVENUE AND ASSETS Th Compensation Committee also reVIewS the compensation levels set by the PreSIdent for the Federalist Somety staff the Board of Directors PROVIDES AUTHORITY TO the PreSIdent to et salary for other staff of tHe Federalist The PreSIdent shall send a reVIew to the Board of Directors his to adjust compensation for the Executive Vice Pre5ide nt and other senior stAff bAsed on the excellent performANCE of the organization, taking I nto account compensation comparable to Similar national tax-exempt organizations conSIderi ng their average levels of compensation, revenue and assets in addition, the board author izes the preSIdent to pay any discretionary year-end bonuses to senior staff to reward ong performance, when appropriate 990 Schedule 0, Supplemental Information Return Reference Explanation PART VI, SECTION C. LINE 19 - GOVERNING DOCUMENTS, POLICIES FINANCIALS ORGANIZATIONAL DOCUMENTS ARE AVAILABLE TO ANYONE WHO REQUESTS THEM 990 Schedule 0, Supplemental Information Return Explanation Reference FORM 990 DESCRIPTION MEDIA TRAINING CONSULTING TOTAL FEES 1829863 PART IX LINE 11G 990 Schedule 0, Supplemental Information Return Explanation Reference FORM 990 DESCRIPTION OTHER SERVICES TOTAL FEES 175049 PART IX LINE 11G 990 Schedule 0, Supplemental Information Return Reference Explanation FORM 990 PART IX LINE 11G DESCRIPTION POLLING TOTAL FEES 85400 990 Schedule 0, Supplemental Information Return Explanation Reference FORM 990 DESCRIPTION VIDEO PRODUCTION TOTAL FEES 382479 PART IX LINE 11G 990 Schedule 0, Supplemental Information Return Explanation Reference FORM 990 DESCRIPTION PAYROLL PROCESSING TOTAL FEES 6746 PART IX LINE 11G