PUBLIC INSPECTION COPY Form OMB No. 1545-0047 Return of Organization Exempt From Income Tax 990 I Department of the Treasury Internal Revenue Service Open to Public Do not enter social security numbers on this form as it may be made public. I Go to www.irs.gov/Form990 for instructions and the latest information. 10/01 , 2018, and ending C Name of organization THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Inspection 09/30 , A For the 2018 calendar year, or tax year beginning B Check if applicable: Address change Doing business as Name change Number and street (or P.O. box if mail is not delivered to street address) Initial return Final return/ terminated Amended return Application pending À¾µ¼ Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 1776 I STREET, NW Room/suite 300 20 19 D Employer identification number 36-3235550 E Telephone number (202 ) 822-8138 City or town, state or province, country, and ZIP or foreign postal code G Gross receipts $ WASHINGTON, DC 20006-3774 26,422,862. H(a) Is this a group return for Yes X No STEVEN G. CALABRESI subordinates? 1776 I STREET, NW, SUITE 300, WASHINGTON, DC 20006 Yes No H(b) Are all subordinates included? If "No," attach a list. (see instructions) X 501(c)(3) Tax-exempt status: I 501(c) ( ) (insert no.) 4947(a)(1) or 527 WWW.FED-SOC.ORG J Website: H(c) Group exemption number IL K Form of organization: X Corporation Trust Association Other L Year of formation: 1982 M State of legal domicile: Summary Part I 1 Briefly describe the organization's mission 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. F Name and address of principal officer: J Activities & Governance I 2 3 4 5 6 7a b Check this box I I I if the organization discontinued its operations or disposed of more than 25% of its net assets. mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m 20,672,518. 1,428,177. mmmmmmmmmmmmmmmmmmmmmmmmm 535,337. mmmmmmmmmmmmmmmmm 14,714. m m m m m mm mm mm mm mm mm mm 22,650,746. 408,928. mmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmm 6,289,883. mmmmmmm 0. m m m m m 905,872. mmmmmmmmmmmm I m m m m m m m m m m m m m m m m 14,969,645. 21,668,456. 982,290. m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 31,211,664. 2,530,809. m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm 28,680,855. 12. 8. 51. 5,575. 0. 0. 3 4 5 6 7a 7b Number of voting members of the governing body (Part VI, line 1a) Number of independent voting members of the governing body (Part VI, line 1b) Total number of individuals employed in calendar year 2018 (Part V, line 2a) Total number of volunteers (estimate if necessary) Total unrelated business revenue from Part VIII, column (C), line 12 Net unrelated business taxable income from Form 990-T, line 38 Net Assets or Fund Balances Expenses Revenue Prior Year 8 9 10 11 12 13 14 15 16 a b 17 18 19 Contributions and grants (Part VIII, line 1h) 20 21 22 Total assets (Part X, line 16) Current Year 21,217,539. 1,551,318. 510,049. 13,082. 23,291,988. 389,327. 0. 6,733,508. 0. Program service revenue (Part VIII, line 2g) Investment income (Part VIII, column (A), lines 3, 4, and 7d) Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1-3) Benefits paid to or for members (Part IX, column (A), line 4) Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) Professional fundraising fees (Part IX, column (A), line 11e) Total fundraising expenses (Part IX, column (D), line 25) 16,039,444. 23,162,279. 129,709. Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 18 from line 12 Beginning of Current Year End of Year 31,658,750. 2,588,911. 29,069,839. Total liabilities (Part X, line 26) Net assets or fund balances. Subtract line 21 from line 20 Part II 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. M M EUGENE B MEYER Sign Here Signature of officer Date PRESIDENT Type or print name and title Print/Type preparer's name Paid RICHARD Preparer Firm's name Use Only Firm's address Preparer's signature L RUVELSON RICHARD L RUVELSON WITHUMSMITH+BROWN,PC I I 4600 EAST WEST HWY 900 BETHESDA, MD 20814-3423 May the IRS discuss this return with the preparer shown above? (see instructions) Date 03/08/2020 Check if self-employed P00234075 22-2027092 301-272-6000 X Yes No Form 990 (2018) I mmmmmmmmmmmmmmmmmmmm Firm's EIN Phone no. For Paperwork Reduction Act Notice, see the separate instructions. JSA 8E1010 1.000 29W05F T36Y PTIN 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Page Part III 1 Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III Briefly describe the organization's mission: mmmmmmmmmmmmmmmmmmmmmmmm 2 X 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 3 4 Did the organization undertake any significant program services during the year which were not listed on the X No prior Form 990 or 990-EZ? Yes If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program X No services? Yes If "Yes," describe these changes on Schedule O. 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. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4a (Code: ) (Expenses $ 4,655,260. including grants of $ ) (Revenue $ 7,850. ) PRACTICE GROUP ACTIVITIES: 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 ANALYZING 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 DISCUSSION AND EXAMINATION OF THE PROPER ROLE OF CONGRESS UNDER OUR CONSTITUTION. 4b (Code: ) (Expenses $ 3,035,003. including grants of $ ) (Revenue $ ) 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 OF JUDICIAL SELECTION AND APPOINTMENT. 4c (Code: ) (Expenses $ 2,882,967. including grants of $ 143,121. ) (Revenue $ 20,717. ) STUDENT ACTIVITIES: THE STUDENT DIVISION IS THE CORNERSTONE OF THE SOCIETY'S EFFORTS, AND WE MAINTAIN STUDENT CHAPTERS AT NEARLY EVERY ABA-ACCREDITED LAW SCHOOL IN THE COUNTRY. EACH CHAPTER IS COMMITTED TO SPARKING DISCUSSION OF CRITICAL ISSUES THROUGH PROVOCATIVE, HIGH-QUALITY LECTURES AND DEBATES FEATURING CONSERVATIVE AND LIBERTARIAN LEGAL THOUGHT. THE STUDENT CHAPTERS HOST MORE THAN 1,000 EVENTS EACH ACADEMIC YEAR. ATTACHMENT 1 4d Other program services (Describe in Schedule O.) 10,666,643. including grants of $ 246,205. (Expenses $ ) (Revenue $ 21,239,873. 4e Total program service expenses JSA 8E1020 1.000 29W05F T36Y I 1,535,432. ) Form 9057712/JCS 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Part IV Page Yes 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II 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 98-19? If "Yes," complete Schedule C, Part III Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 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 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III 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 provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI 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 16? If "Yes," complete Schedule D, Part VII 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 16? If "Yes," complete Schedule D, Part VIII 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 16? If "Yes," complete Schedule D, Part IX mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm m 2 3 4 5 6 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 7 8 9 mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmm 10 11 a b c d 3 Checklist of Required Schedules mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m mmmmmmmmmmm mmmmmmmmmmmmm e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X 1 2 No X X 3 X 4 X 5 X 6 X 7 X 8 X 9 X 10 X 11a X 11b X X 11c X 11d 11e X 11f X 12a X 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII b Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E 14 a Did the organization maintain an office, employees, or agents outside of the United States? b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV 15 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, Parts II and IV 16 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 individuals? If "Yes," complete Schedule F, Parts III and IV 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III 20 a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II mmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmm mmmmmm mmmmmmmmmm JSA 8E1021 1.000 14b 9057712/JCS X 15 X 16 X 17 X 18 X 19 20a 20b X X 21 Form 29W05F T36Y X X X 12b 13 14a X 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Part IV Page Yes 22 23 24 a b c d 25 a b Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III 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," complete Schedule J 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 K. If "No," go to line 25a Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 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 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 990-EZ? If "Yes," complete Schedule L, Part I 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? If "Yes," complete Schedule L, Part II Did the organization provide a grant or other assistance 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 of any of these persons? If "Yes," complete Schedule L, Part III Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV An 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 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II 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, Part I Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1 Did the organization have a controlled entity within the meaning of section 512(b)(13)? 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 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 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 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. mmmmmmmmmmmmmmmmmmmmmmmm 22 X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 23 X mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmm 27 28 a b c 29 30 31 32 33 34 35 a b 36 37 38 X 24a 24b 24c 24d X 25b X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 26 X mmmmmmmmmmmmmmm 27 X 28a X 28b X mmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmm Part V No 25a mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 26 4 Checklist of Required Schedules (continued) 28c 29 X X 30 31 X X 32 X 33 X 34 35a X X 35b 36 X 37 X 38 X Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V mmmmmmmmmmmmmmmmmmmmm 401 mmmmmmmmm 0. mmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 990X Yes 1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable 1a b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? 1c Form JSA 8E1030 1.000 29W05F T36Y 9057712/JCS No (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Part V Page Yes mm 2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 51 2a Statements, filed for the calendar year ending with or within the year covered by this return b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year? b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O 4 a 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 financial account)? b If "Yes," enter the name of the foreign country: See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If "Yes" to line 5a or 5b, did the organization file Form 8886-T? 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? b If "Yes," did the organization notify the donor of the value of the goods or services provided? c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 1 7d d If "Yes," indicate the number of Forms 8282 filed during the year I mmmmmmm mmmmmmmmmmm mmmmmmm mm mmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm e f g h 8 9 a b 10 a b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmm mm mmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmm Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? Sponsoring organizations maintaining donor advised funds. Did the sponsoring organization make any taxable distributions under section 4966? Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? Section 501(c)(7) organizations. Enter: 10a Initiation fees and capital contributions included on Part VIII, line 12 10b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities Section 501(c)(12) organizations. Enter: 11a a Gross income from members or shareholders b Gross income from other sources (Do not net amounts due or paid to other sources 11b against amounts due or received from them.) 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? 12b b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a 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 O. b Enter the amount of reserves the organization is required to maintain by the states in which 13b the organization is licensed to issue qualified health plans 13c c Enter the amount of reserves on hand 11 mmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm m m m m m m m m m m m mmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 14 a Did the organization receive any payments for indoor tanning services during the tax year? b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? 16 5 Statements Regarding Other IRS Filings and Tax Compliance (continued) If "Yes," see instructions and file Form 4720, Schedule N. Is the organization an educational institution subject to the section 4968 excise tax on net investment income? If "Yes," complete Form 4720, Schedule O. 2b 29W05F T36Y 9057712/JCS X 3a 3b X 4a X 5a 5b 5c X X 6a X 6b 7a 7b X X 7c X 7e 7f 7g 7h X X 8 9a 9b 12a 13a 14a 14b X 15 X 16 X Form JSA 8E1040 1.000 No 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Page 6 Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" Form 990 (2018) Part VI response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI X mmmmmmmmmmmmmmmmmmmmmmmm Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year mmmmm Yes 1a No 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 similar committee, explain in Schedule O. mmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mm mmmmmm mmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 8 1b b Enter the number of voting members included in line 1a, above, who are independent 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? 5 Did the organization become aware during the year of a significant diversion of the organization's assets? 6 Did the organization have members or stockholders? 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? b Each committee with authority to act on behalf of the governing body? 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If "Yes," provide the names and addresses in Schedule O mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmm 2 X 3 4 5 6 X X X X 7a X 7b X X X 8a 8b X 9 Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) mmmmmmmmmmmmmmmmmmmmmmmmmm mmm m mmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm 10 a Did the organization have local chapters, branches, or affiliates? b If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12 a Did the organization have a written conflict of interest policy? If "No," go to line 13 b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done 13 Did the organization have a written whistleblower policy? 14 Did the organization have a written document retention and destruction policy? 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official b Other officers or key employees of the organization If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements? mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Section C. Disclosure mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm IDC,IL,MD,NY,PA,SC, Yes 10a X 10b 11a X X 12a X 12b X 12c 13 14 X X 15a 15b 16a No X X X X 16b 17 18 List the states with which a copy of this Form 990 is required to be filed Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A if applicable), 990, and 990-T (Section 501(c) (3)s only) available for public inspection. Indicate how you made these available. Check all that apply. X Upon request Own website Another's website Other (explain in Schedule O) 19 Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, address, and telephone number of the person who possesses the organization's books and records 20 THE FEDERALIST SOCIETY 1776 I STREET, NW, SUITE 300 WASHINGTON, DC 20006 (202)822-8138 I Form JSA 8E1042 1.000 29W05F T36Y 9057712/JCS 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors X Check if Schedule O contains a response or note to any line in this Part VII Form 990 (2018) Part VII mmmmmmmmmmmmmmmmmmmmmmmmmmmm 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. % % % % % 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. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received 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. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. 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 following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) Name and Title Position (B) Former Highest compensated employee 1.00 0. 1.00 0. 1.00 0. 1.00 0. 40.00 0. 40.00 0. 40.00 0. 2.00 0. 1.00 0. 1.00 0. 1.00 0. 1.00 0. 40.00 0. 40.00 0. Key employee DIRECTOR/CHAIRMAN (2) DAVID M MCINTOSH DIRECTOR/VICE CHAIRMAN (3) GARY LAWSON DIRECTOR/SECRETARY (4) BRENT O HATCH DIRECTOR/TREASURER (5) EUGENE B MEYER DIRECTOR/PRESIDENT (6) LEONARD A LEO DIRECTOR/EXEC VICE PRESIDENT (7) LEE LIBERMAN OTIS DIRECTOR/SENIOR VICE PRESIDENT (8) T. KENNETH CRIBB, JR. DIRECTOR (9) C. BOYDEN GRAY DIRECTOR (10) EDWIN MEESE, III DIRECTOR (11) MICHAEL B MUKASEY DIRECTOR (12) NICHOLAS QUINN ROSENKRANZ DIRECTOR (13) DOUGLAS C UBBEN DIRECTOR OF FINANCE (14) DEAN A REUTER DIRECTOR OF PRACTICE GROUPS Officer (1) STEVEN G CALABRESI Institutional trustee Individual trustee or director (do not check more than one Average box, unless person is both an hours per week (list any officer and a director/trustee) hours for related organizations below dotted line) (D) (E) (F) Reportable compensation from the organization (W-2/1099-MISC) Reportable compensation from related organizations (W-2/1099-MISC) Estimated amount of other compensation from the organization and related organizations X X 0. 0. 0. X X 0. 0. 0. X X 0. 0. 0. X X 0. 0. 0. X X 792,806. 0. 53,661. X X 308,125. 0. 59,240. X X 375,500. 0. 19,250. X 65,000. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 0. 0. X 0. 0. 0. 219,500. 0. 41,731. 305,500. 0. X X 59,865. Form JSA 8E1041 1.000 29W05F T36Y 9057712/JCS 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Part VII Page 8 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) Name and title (B) (C) Average Position (do not check more than one box, unless person is both an officer and a director/trustee) hours per week (list any hours for Former Highest compensated employee 40.00 0. 40.00 0. 40.00 0. 40.00 0. Key employee ( 15) PETER K REDPATH DIRECTOR OF STUDENT DIVISION ( 16) CYNTHIA SEARCY DIRECTOR OF DEVELOPMENT ( 17) DEVON WESTHILL DIR, REGULATORY TRANSPARENCY ( 18) JONATHAN R BUNCH STATE COURTS, VP/DIRECTOR Officer line) Institutional trustee below dotted Individual trustee or director related organizations (D) (E) Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC) (F) Estimated amount of other compensation from the organization and related organizations X 214,625. 0. 45,819. X 170,000. 0. 18,872. X 158,000. 0. 30,823. X 156,625. 0. 40,951. 0. 0. 0. 233,747. 136,465. 370,212. m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm I m m m m m m m m m m m m m m m m m m m m m m m m m m m m II I 1b c d 2 2,066,431. Sub-total 699,250. Total from continuation sheets to Part VII, Section A 2,765,681. Total (add lines 1b and 1c) 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 3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual mmmmmmmmmmmmmmmmmmmmmmmmmm 3 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 J for such individual 4 Yes No 4 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmm X X Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person 5 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. 5 (A) Name and business address (B) Description of services X (C) Compensation ATTACHMENT 2 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization 9 I JSA 8E1055 1.000 29W05F T36Y Form 9057712/JCS 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND Statement of Revenue 36-3235550 Form 990 (2018) Part VIII Check if Schedule O contains a response or note to any line in this Part VIII Contributions, Gifts, Grants Program Service Revenue and Other Similar Amounts (A) Total revenue mmmmmmmm mmmmmmmmmm mmmmmmmmm mmmmmmmm mm m mmmmmmmmmmmmmmmmmmI Federated campaigns 1a b Membership dues 1b c Fundraising events 1c d Related organizations 1d e Government grants (contributions) 1e f All other contributions, gifts, grants, 1a g h mmmmmmmmmmmmmmmmmmmmmmmm (B) Related or exempt function revenue (C) Unrelated business revenue (D) Revenue excluded from tax under sections 512-514 135,023. Noncash contributions included in lines 1a-1f: $ Total. Add lines 1a-1f 21,217,539. Business Code 2a b REGISTRATION FEES 900099 1,077,344. 1,077,344. MEMBERSHIP DUES 900099 473,974. 473,974. c d e f g m m m m m m mm mm mm mm mm m m m m m m m I mmmmmmmmmmmmmmmmI m m m m m m m m m m m m m m m m m m m m m m m mm II mmmmmmmm mmm m mm m m m m m m m m m m m m m m m I All other program service revenue Total. Add lines 2a-2f Investment 3 income (including dividends, Income from investment of tax-exempt bond proceeds Royalties 6a (i) Real (ii) Personal (i) Securities (ii) Other Less: rental expenses c d Rental income or (loss) Net rental income or (loss) Gross amount from sales of assets other than inventory b 8a 474,685. 0. 0. 3,050,917. 0. 102,695. mmmm m m mm mm mm mm mm m m m m m m m m m m m m m m m Less: cost or other basis and sales expenses c d 474,685. Gross rents b 7a 1,551,318. interest, and other similar amounts) 4 5 Other Revenue 9 21,217,539. 1f and similar amounts not included above Page 3,015,337. 102,911. 35,580. -216. Gain or (loss) Net gain or (loss) I 35,364. 35,364. Gross income from fundraising events (not including $ mmmmmmmmmmm mmmmmmmmmm mmmmmm I mmmmmmmmmmm mmmmmmmmmm mmmmmmm I mmmmmmmmm mmmmmmmmmmmmmmmmm I of contributions reported on line 1c). a 0. b Less: direct expenses Net income or (loss) from fundraising events 0. See Part IV, line 18 b c 9a b c 10a b c Gross income from gaming activities. See Part IV, line 19 a 0. b Less: direct expenses Net income or (loss) from gaming activities 0. Gross sales of inventory, returns and allowances 11a MISCELLANEOUS 0. less Less: cost of goods sold Net income or (loss) from sales of inventory Miscellaneous Revenue 0. a 16,432. b 12,626. 3,806. 3,806. 9,276. 9,276. Business Code 900099 b c mmmmmmmmmmmmm m m m mm mm mm mm mm mm mm mm mm mm mm mm mm I I d All other revenue e Total. Add lines 11a-11d Total revenue. See instructions. 12 9,276. 23,291,988. 1,551,318. JSA 8E1051 1.000 29W05F T36Y 523,131. Form 9057712/JCS 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND Part IX Statement of Functional Expenses 36-3235550 Form 990 (2018) Page 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX (A) (B) (C) (D) Do not include amounts reported on lines 6b, 7b, Total expenses Program service Management and Fundraising 8b, 9b, and 10b of Part VIII. expenses general expenses expenses mmmmmmmmmmmmmmmmmmmmmmmmm mmmm mmmmmmmmm 1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 2 Grants and other assistance individuals. See Part IV, line 22 to 18,500. 18,500. 370,827. 370,827. domestic 3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 mmmmm mmmmmmmmm mmmmmmmmmm 4 Benefits paid to or for members 5 Compensation of current officers, directors, trustees, and key employees 0. 0. 1,974,306. 1,212,007. 389,964. 372,335. 0. 3,667,593. 3,224,637. 172,785. 270,171. 193,847. 585,811. 311,951. 178,716. 501,808. 260,037. 10,378. 50,016. 25,184. 4,753. 33,987. 26,730. 2,968. 7,229. 39,719. 6 Compensation not included above, to disqualified mmmmmm mmmmmmmmmmmm persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) 7 Other salaries and wages 8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) mmmmmmmmmmmm mmmmmmmmmmmmmmmmmm m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm m mmmmmmmmm mATCH m m m m3m m m m m m mm mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm 9 Other employee benefits 10 Payroll taxes 11 Fees for services (non-employees): a Management b Legal c Accounting d Lobbying e Professional fundraising services. See Part IV, line 17 f Investment management fees g Other. 0. 10,197. 39,719. 0. 0. 45,901. 45,901. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O.) 12 Advertising and promotion 13 Office expenses 14 Information technology 15 Royalties 16 Occupancy 17 Travel 18 Payments of travel or entertainment expenses for any federal, state, or local public officials 19 Conferences, conventions, and meetings 20 Interest 21 Payments to affiliates 22 Depreciation, depletion, and amortization 23 Insurance 24 Other mmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmm mmmmmmmmmmmmmmmmmmm expenses. Itemize expenses not 2,484,011. 819,123. 484,888. 31,820. 0. 984,190. 1,332,284. 2,478,135. 815,498. 352,784. 26,961. 5,876. 81,626. 3,625. 50,478. 4,859. 814,831. 1,301,029. 81,768. 8,092. 87,591. 23,163. 599,000. 5,376,946. 0. 0. 193,186. 37,211. 599,000. 5,362,659. 11,433. 2,854. 15,455. 37,211. 17,387. 1,220,583. 2,079,512. 199,254. 15,346. 86,273. 23,162,279. 1,220,583. 2,078,262. 199,254. 8,657. 52,376. 21,239,873. 160,344. covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) a HONORARIA b RECORDING c JOURNAL d EDUCATION AND TRAINING e All other expenses 25 Total functional expenses. Add lines 1 through 24e 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) m Im m m m m m 1,250. 6,689. 33,897. 1,016,534. 905,872. 0. Form JSA 8E1052 1.000 29W05F T36Y 9057712/JCS 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Net Assets or Fund Balances Liabilities Assets Part X Page Balance Sheet Check if Schedule O contains a response or note to any line in this Part X mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmm 1 2 3 4 5 Cash - non-interest-bearing Savings and temporary cash investments Pledges and grants receivable, net Accounts receivable, net Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Notes and loans receivable, net Inventories for sale or use Prepaid expenses and deferred charges Land, buildings, and equipment: cost or 1,218,089. 10a other basis. Complete Part VI of Schedule D 868,652. 10b b Less: accumulated depreciation 11 Investments - publicly traded securities 12 Investments - other securities. See Part IV, line 11 13 Investments - program-related. See Part IV, line 11 14 Intangible assets 15 Other assets. See Part IV, line 11 16 Total assets. Add lines 1 through 15 (must equal line 34) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Tax-exempt bond liabilities 21 Escrow or custodial account liability. Complete Part IV of Schedule D 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L 23 Secured mortgages and notes payable to unrelated third parties 24 Unsecured notes and loans payable to unrelated third parties 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D Total liabilities. Add lines 17 through 25 26 X and Organizations that follow SFAS 117 (ASC 958), check here complete lines 27 through 29, and lines 33 and 34. 27 28 29 (A) Beginning of year 20,598. 13,598,901. 1,823,859. 0. 1 2 3 4 13,799. 13,972,817. 1,540,094. 0. 0. 5 0. 0. 0. 18,410. 286,454. 6 7 8 9 0. 0. 7,807. 300,545. 527,229. 10c 9,264,858. 11 4,756,791. 12 0. 13 819,225. 14 95,339. 15 31,211,664. 16 1,107,662. 17 0. 18 355,329. 19 0. 20 0. 21 349,437. 9,629,197. 4,963,066. 0. 759,871. 122,117. 31,658,750. 1,022,675. 0. 534,656. 0. 0. mmmmmmmmmmmmmm mmmmmmm mmmmmmmmm 0. 22 0. 23 0. 24 0. 0. 0. 1,067,818. 25 2,530,809. 26 1,031,580. 2,588,911. 18,046,483. 27 10,624,372. 28 10,000. 29 20,321,162. 8,738,677. 10,000. m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm I mmmmmmmmmmmmmmmm mmmmmmmm mmmm m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Unrestricted net assets Temporarily restricted net assets Permanently restricted net assets Capital stock or trust principal, or current funds Paid-in or capital surplus, or land, building, or equipment fund Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances Total liabilities and net assets/fund balances and 30 31 32 28,680,855. 33 31,211,664. 34 JSA 8E1053 1.000 29W05F T36Y (B) End of year mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmm mmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmm Organizations that do not follow SFAS 117 (ASC 958), check here complete lines 30 through 34. 30 31 32 33 34 mmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmm 7 8 9 10 a 11 9057712/JCS 29,069,839. 31,658,750. Form 990 (2018) THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Form 990 (2018) Part XI Page m m m m m m m m m m m m m m 23,291,988. mmmmmm X mmmmmmmmmmmmmmmmmmmmmmm 23,162,279. mmmmmmmmmmmmmmmmmmmmmmm 129,709. mmmmmmmmmmmmmmmmmmmmmmmmmm 28,680,855. mmmmm 215,719. mmmmmmmmmmmmmmmmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 0. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 43,556. mmmmmmmmmmmmmmmm 29,069,839. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII m m m m m m m m m m m m m m m m m m m Total revenue (must equal Part VIII, column (A), line 12) Total expenses (must equal Part IX, column (A), line 25) Revenue less expenses. Subtract line 2 from line 1 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other changes in net assets or fund balances (explain in Schedule O) Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) 1 2 3 4 5 6 7 8 9 10 Part XII 12 Reconciliation of Net Assets Check if Schedule O contains a response or note to any line in this Part XI 1 2 3 4 5 6 7 8 9 10 Yes No X Accrual Accounting method used to prepare the Form 990: Cash Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. 1 mmmmmmm 2a mmmmmmmmmmmmmm 2b X 2c X 2 a Were the organization's financial statements compiled or reviewed by an independent accountant? If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis b 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 basis, consolidated basis, or both: X Separate basis Consolidated basis Both consolidated and separate basis c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation 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 O. 3 a 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 A-133? b 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 O and describe any steps taken to undergo such audits. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 3a JSA 8E1054 1.000 9057712/JCS X 3b Form 29W05F T36Y X 990 (2018) OMB No. 1545-0047 Public Charity Status and Public Support SCHEDULE A (Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Department of the Treasury Internal Revenue Service Attach to Form 990 or Form 990-EZ. Go to www.irs.gov/Form990 for instructions and the latest information. I I À¾µ¼ Open to Public Inspection Employer identification number THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 36-3235550 Reason for Public Charity Status (All organizations must complete this part.) See instructions. Part I Name of the organization The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An agricultural research organization described in section 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 331/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3 %of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 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 12g. 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 appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having 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 III 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 III 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 III functionally integrated, or Type III non-functionally integrated supporting organization. Enter the number of supported organizations Provide the following information about the supported organization(s). a b c d e mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm f g (i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1-10 above (see instructions)) (iv) Is the organization listed in your governing document? Yes (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions) No (A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1210 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule A (Form 990 or 990-EZ) 2018 Page 2 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 2 3 I Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") mmmmmm (b) 2015 (c) 2016 (d) 2017 (e) 2018 17,224,591. 25,762,242. 19,022,127. 20,672,518. 21,217,539. (f) Total 103,899,017. Tax revenues levied for the organization's benefit and either paid to or expended on its behalf mmmmmmm 0. The value of services or facilities furnished by a governmental unit to the organization without charge mmmmmmm mmmmmmm 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 (f) Public support. Subtract line 5 from line 4 6 (a) 2014 0. 17,224,591. 25,762,242. 19,022,127. 20,672,518. 21,217,539. mmmmmmm 103,899,017. 9,562,260. 94,336,757. Section B. Total Support m m m m m m m m m mIm Calendar year (or fiscal year beginning in) 7 8 Amounts from line 4 Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources mmmmmmmmmmmmm 9 10 (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 17,224,591. 25,762,242. 19,022,127. 20,672,518. 21,217,539. 103,899,017. (f) Total 31,419. 45,716. 168,794. 317,302. 474,685. 1,037,916. Net income from unrelated business activities, whether or not the business is regularly carried on mmmmmmmmmm Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ATCH 1 mmmmmmmmmmm mm 0. 2,023. 4,418. 11,908. 7,213. 9,276. 34,838. 104,971,771. mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I Section C. Computation of Public Support Percentage 89.87 mmmmmmmmm 88.42 mmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm I X mmmmmmmmmmmmmmmmmmm I 11 12 Total support. Add lines 7 through 10 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 12 Gross receipts from related activities, etc. (see instructions) 5,811,231. 14 14 Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) 15 15 Public support percentage from 2017 Schedule A, Part II, line 14 16a 33 1/3 % support test - 2018. 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 b 33 1/3 % support test - 2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10%-facts-and-circumstances test - 2018. 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 b 10%-facts-and-circumstances test - 2017. 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 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions % % mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm I Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1220 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule A (Form 990 or 990-EZ) 2018 Page 3 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Part III Calendar year (or fiscal year beginning in) 1 I (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") 2 Gross receipts from admissions, merchandise sold or services performed, or facilities mmmmmm m furnished in any activity that is related to the organization's tax-exempt purpose 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4 Tax revenues levied for the mmmmmmmm organization's benefit and either paid to or expended on its behalf 5 The value of services or facilities mmmmmmm mmmmmmm mmmm furnished by a governmental unit to the organization without charge 6 Total. Add lines 1 through 5 7 a Amounts included on lines 1, 2, and 3 received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year mmmmmmmmmmm mmmmmmmmmmmmmmmmm Section B. Total Support m m m m m m m m m m Im 8 c Add lines 7a and 7b Public support. (Subtract line 7c from line 6.) Calendar year (or fiscal year beginning in) 9 Amounts from line 6 10 a Gross income from interest, dividends, payments received on securities loans, rents, royalties, and income from similar sources mmmmmmmmmmmmmmmmm b Unrelated business taxable income (less section 511 mmmmmm mmmmmmmmm taxes) from businesses acquired after June 30, 1975 c Add lines 10a and 10b 11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) mmmmmmmmmmmmmmmm 12 mmmmmmmmmmm mmmmmmmmmmmmmmmm 13 Total support. (Add lines 9, 10c, 11, 14 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) and 12.) organization, check this box and stop here m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm m Section C. Computation of Public Support Percentage 15 Public support percentage for 2018 (line 8, column (f), divided by line 13, column (f)) 15 16 Public support percentage from 2017 Schedule A, Part III, line 15 16 Section D. Computation of Investment Income Percentage mmmmmmmmmm mmmmmmmmmmmmmmmmmmmm 17 Investment income percentage for 2018 (line 10c, column (f), divided by line 13, column (f)) 17 18 Investment income percentage from 2017 Schedule A, Part III, line 17 18 % % % % mI I I 19 a 33 1/3 % support tests - 2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3 %, and line 17 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3 % support tests - 2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3 %, and 20 line 18 is not more than 33 1/3 %, check this box and stop here. The organization qualifies as a publicly supported organization Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions JSA 8E1221 1.000 Schedule A (Form 990 or 990-EZ) 2018 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Page 4 Supporting Organizations (Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes No Schedule A (Form 990 or 990-EZ) 2018 Part IV 1 2 3a b c 4a b c 5a b c Are all of 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 designation. If historic and continuing relationship, explain. 1 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below. 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)? If "Yes," describe in Part VI when and how the organization made the determination. 3a 3b Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. 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 (b) and (c) 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 supervised 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)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. 4c Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). 5a Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? Substitutions only. Was the substitution the result of an event beyond the organization's control? 3c 4a 5b 5c Did the organization provide support (whether in the form of grants or the provision of services or facilities) to 6 anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or 7 8 9a b c 10 a b benefit one or more of the filing organization's supported organizations? If "Yes," provide detail in Part VI. 6 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), 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 L (Form 990 or 990-EZ). 7 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). 8 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 (2))? If "Yes," provide 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," provide 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," provide detail in Part VI. Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer 10b below. Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 9c 10a 10b Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1229 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule A (Form 990 or 990-EZ) 2018 Part IV Page 5 Supporting Organizations (continued) Yes No 11 a b c Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? A family member of a person described in (a) above? A 35% controlled entity of a person described in (a) or (b) above? If "Yes" to a, b, or c, provide detail in Part VI. 11a 11b 11c Section B. Type I Supporting Organizations Yes No 1 2 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint 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, supervised, or controlled the organization's 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. 1 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 providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. 2 Section C. Type II Supporting Organizations 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 1 Section D. All Type III Supporting Organizations Yes No 1 Did the organization provide 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 (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies 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. 3 Section E. Type III Functionally Integrated Supporting Organizations 1 a b c 2 a b 3 a b Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). The organization satisfied the Activities Test. Complete line 2 below. The organization is the parent of each of its supported organizations. Complete line 3 below. The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). Yes No Activities Test. Answer (a) and (b) below. 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 activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a Did the activities described in (a) 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's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b Parent of Supported Organizations. Answer (a) and (b) below. Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. 3a 3b Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1230 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule A (Form 990 or 990-EZ) 2018 Part V Page 6 Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (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 income or for management, conservation, or maintenance of property held for production of income (see instructions) 7 Other expenses (see instructions) 8 Adjusted Net Income (subtract lines 5, 6, and 7 from line 4) 6 7 8 Section B - Minimum Asset Amount 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities b Average monthly cash balances c Fair market value of other non-exempt-use assets d Total (add lines 1a, 1b, and 1c) e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 3 Subtract line 2 from line 1d. 4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 6 Multiply line 5 by .035. 7 Recoveries of prior-year distributions 8 Minimum Asset Amount (add line 7 to line 6) (A) Prior Year (B) Current Year (optional) 1a 1b 1c 1d 2 3 4 5 6 7 8 Current Year Section C - Distributable Amount Adjusted net income for prior year (from Section A, line 8, Column A) 1 Enter 85% of line 1. 2 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 Enter greater of line 2 or line 3. 4 Income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 7 Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions). 1 2 3 4 5 Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1231 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule A (Form 990 or 990-EZ) 2018 Part V Page Section D - Distributions 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2018 from Section C, line 6 10 Line 8 amount divided by line 9 amount Section E - Distribution Allocations (see instructions) 1 2 3 a b c d e f g h i j 4 a b c 5 6 7 8 a b c d e 7 Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) (i) Excess Distributions Current Year (ii) Underdistributions Pre-2018 (iii) Distributable Amount for 2018 Distributable amount for 2018 from Section C, line 6 Underdistributions, if any, for years prior to 2018 (reasonable cause required - explain in Part VI). See instructions. Excess distributions carryover, if any, to 2018 From 2013 From 2014 From 2015 From 2016 From 2017 Total of lines 3a through e Applied to underdistributions of prior years Applied to 2018 distributable amount Carryover from 2013 not applied (see instructions) Remainder. Subtract lines 3g, 3h, and 3i from 3f. Distributions for 2018 from Section D, line 7: $ Applied to underdistributions of prior years Applied to 2018 distributable amount Remainder. Subtract lines 4a and 4b from 4. Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part VI. See instructions. Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions. Excess distributions carryover to 2019. Add lines 3j and 4c. Breakdown of line 7: Excess from 2014 Excess from 2015 Excess from 2016 Excess from 2017 Excess from 2018 mmmmmmm mmmmmmm mmmmmmm mmmmmmm mmmmmmm mmmm mmmm mmmm mmmm mmmm Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1232 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule A (Form 990 or 990-EZ) 2018 Page 8 Part VI Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.) ATTACHMENT 1 SCHEDULE A, PART II - OTHER INCOME DESCRIPTION 2014 2015 2016 2017 2018 TOTAL MISCELLANEOUS 2,023. 4,418. 11,908. 7,213. 9,276. 34,838. TOTALS 2,023. 4,418. 11,908. 7,213. 9,276. 34,838. Schedule A (Form 990 or 990-EZ) 2018 JSA 8E1225 1.000 29W05F T36Y 9057712/JCS SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service Name of the organization OMB No. 1545-0047 Supplemental Financial Statements I À¾µ¼ Complete if the organization answered "Yes" on Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. I I THE FEDERALIST SOCIETY FOR LAW AND Open to Public Inspection Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. Employer identification number PUBLIC POLICY STUDIES 36-3235550 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Part I Complete if the organization answered "Yes" on Form 990, Part IV, line 6. mmmmmmmmmmm mm mmmmmmmmmm (a) Donor advised funds (b) Funds and other accounts Total number at end of year Aggregate value of contributions to (during year) Aggregate value of grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? 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? 1 2 3 4 5 6 Part II 1 2 a b c d 3 mmmmmmmmmmm Yes No mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes No Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation Held at the End of the Tax Year easement on the last day of the tax year. 2a Total number of conservation easements 2b Total acreage restricted by conservation easements 2c Number of conservation easements on a certified historic structure included in (a) Number of conservation easements included in (c) acquired after 7/25/06, and not on a 2d historic structure listed in the National Register Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? Yes No mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmm mmmmm mmmmmmmmmmmmmmmmmmmmmmmm I 4 5 I mmmmmmmmmmmmmmmmmmmmmm 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing 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 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? Yes In Part XIII, 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. I I 9 $ Part III 1a b 2 a b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm No Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 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, provide, in Part XIII, 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, provide the following amounts relating to these items: (i) Revenue included on Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part X $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: Revenue included on Form 990, Part VIII, line 1 $ Assets included in Form 990, Part X $ mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m II m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm II For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2018 JSA 8E1268 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule D (Form 990) 2018 Part III Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes No 3 mmmmmm Part IV 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. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? b If "Yes," explain the arrangement in Part XIII and complete the following table: mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm c d e f 2a b Amount Beginning balance 1c Additions during the year 1d 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 liability? If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII Yes No Yes No mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmm Part V Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10. (a) Current year mmmm mmmmmmmmmmm mmmmmmmmmmmmm mmmmmm mmmmmmmmmmm mmmmm mmmmmmmm (b) Prior year 10,000. 10,000. (c) Two years back (d) Three years back 10,000. (e) Four years back 10,000. 1 a Beginning of year balance b Contributions c Net investment earnings, gains, and losses d Grants or scholarships e Other expenditures for facilities and programs f Administrative expenses 10,000. 10,000. 10,000. 10,000. g End of year balance 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment % 100.0000 % b Permanent endowment c Temporarily restricted endowment % The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations (ii) related organizations b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIII the intended uses of the organization's endowment funds. I 10,000. I I mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm Part VI 10,000. Yes 3a(i) 3a(ii) 3b No X X Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property mmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmm mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmm (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Accumulated depreciation 1 a Land b Buildings 54,588. c Leasehold improvements 767,093. d Equipment 396,408. e Other Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) 16,111. 626,734. 225,807. m m m m m m mI JSA 8E1269 1.000 29W05F T36Y 9057712/JCS (d) Book value 38,477. 140,359. 170,601. 349,437. Schedule D (Form 990) 2018 THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule D (Form 990) 2018 Part VII Page (a) Description of security or category (including name of security) (b) Book value mmmmmmmmmmmmmmmmm mmmmmmmmmmmmm (1) Financial derivatives (2) Closely-held equity interests (3) Other (A) WHITEBOX MULTI-STRATEGY FD LTD (B) CERTIFICATES OF DEPOSIT (C) (D) (E) (F) (G) (H) 1,514,426. 3,448,640. FMV FMV I (a) Description of investment (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.) Part IX (c) Method of valuation: Cost or end-of-year market value 4,963,066. Investments - Program Related. Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) Part VIII (b) Book value (c) Method of valuation: Cost or end-of-year market value I Other Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description (1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) Part X (b) Book value mmmmmmmmmmmmmmmmmmmmmmmmmm I Other Liabilities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. (a) Description of liability 1. 3 Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (1) Federal income taxes (2) DEFERRED LEASE OBLIGATION (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) (b) Book value 1,031,580. I 1,031,580. 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII JSA 8E1270 1.000 X Schedule D (Form 990) 2018 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule D (Form 990) 2018 Part XI 1 2 a b c d e 3 4 a b c 5 mmmmmmmmmmmmmmmmm 215,719. mmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm -56,182. mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains (losses) on investments Donated services and use of facilities Recoveries of prior year grants Other (Describe in Part XIII.) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIII.) Add lines 4a and 4b Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) Part XII 1 2 a b c d e 3 4 a b c 5 Page 1 23,563,889. 2e 3 215,719. 23,348,170. 4c 5 -56,182. 23,291,988. 2a 2b 2c 2d 4a 4b Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. mmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 12,626. mmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments Other losses Other (Describe in Part XIII.) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIII.) Add lines 4a and 4b Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) Part XIII 4 Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Part IV, line 12a. 1 23,174,905. 2e 3 12,626. 23,162,279. 4c 5 23,162,279. 2a 2b 2c 2d 4a 4b Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. SEE PAGE 5 JSA 8E1271 1.000 29W05F T36Y Schedule D (Form 990) 2018 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND Supplemental Information (continued) 36-3235550 Schedule D (Form 990) 2018 Part XIII Page 5 PART X, LINE 2 - FIN 48 FOOTNOTE: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THAT MANAGEMENT OF AN ORGANIZATION EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE SOCIETY'S TAX POSITIONS AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY IN THE FINANCIAL STATEMENTS. THE SOCIETY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. IN ADDITION, THERE HAVE BEEN NO TAX RELATED INTEREST OR PENALTIES FOR THE PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. SHOULD SUCH PENALTIES AND INTEREST BE INCURRED, THE SOCIETY'S POLICY IS TO RECOGNIZE THEM AS GENERAL AND ADMINISTRATIVE EXPENSES ON THE STATEMENT OF ACTIVITIES. PART XI, LINE 4B-OTHER REVENUES INCLUDED ON FORM 990, BUT NOT FINANCIALS: $(12,626) COST OF SALES BASIS INCREASE ON PRIOR YEAR UNREALIZED LOSS ON DIGITAL $(43,556) CURRENCY --------$(56,182) PART XII, LINE 2D-OTHER EXPENSES INCLUDED ON FINANCIALS, BUT NOT FORM 990: COST OF SALES $12,626 Schedule D (Form 990) 2018 JSA 8E1226 1.000 29W05F T36Y 9057712/JCS SCHEDULE F Statement of Activities Outside the United States I (Form 990) Department of the Treasury Internal Revenue Service OMB No. 1545-0047 À¾µ¼ Complete if the organization answered "Yes" on Form 990, Part IV, line 14b, 15, or 16. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. I I Open to Public Inspection Employer identification number THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES 36-3235550 Part I General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Name of the organization Form 990, Part IV, line 14b. For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? 1 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Yes No 2 For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the United States. 3 Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in the region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of service(s) in the region (f) Total expenditures for and investments in the region (1) EUROPE 0. 0. PROGRAM SERVICES CONFERENCE & SEMINARS 691,429. (2) NORTH AMERICA 0. 0. PROGRAM SERVICES CONFERENCE & SEMINARS 25,102. (3) SOUTH ASIA 0. 0. PROGRAM SERVICES CONFERENCE & SEMINARS 11,565. (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) 3a b c mmmmmmmmmmm mmmmmmm Subtotal Total from continuation sheets to Part I Totals (add lines 3a and 3b) 728,096. 728,096. For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2018 JSA 8E1274 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Page 2 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed. Schedule F (Form 990) 2018 Part II 1 (a) Name of organization (b) IRS code section and EIN (if applicable) (c) Region (d) Purpose of grant (e) Amount of cash grant (f) Manner of cash disbursement (g) Amount of noncash assistance (h) Description of noncash assistance (i) Method of valuation (book, FMV, appraisal, other) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) 2 3 Enter total number of recipient 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 provided a section 501(c)(3) equivalency letter Enter total number of other organizations or entities m m m m m m m m m m m m m m m m m m m m m m m m m m mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm mm II JSA 8E1275 1.000 29W05F T36Y 9057712/JCS Schedule F (Form 990) 2018 THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Page 3 Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed. Schedule F (Form 990) 2018 Part III (a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of cash grant (e) Manner of cash disbursement (f) Amount of noncash assistance (g) Description of noncash assistance (h) Method of valuation (book, FMV, appraisal, other) (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) (18) Schedule F (Form 990) 2018 JSA 8E1276 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule F (Form 990) 2018 Part IV 1 Page Was the organization a U.S. 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 U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926) Yes X No 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 U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990) Yes X No mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2 mmmmmm 3 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 U.S. Persons With Respect To Certain Foreign Corporations (see Instructions for Form 5471) X Yes No Was the organization a direct or indirect shareholder of a passive 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 Passive Foreign Investment Company or Qualified Electing Fund (see Instructions for Form 8621) X Yes No mmmmmmmmmmmmmmmmmmmmmm 4 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 5 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 U.S. Persons With Respect to Certain Foreign Partnerships (see Instructions for Form 8865) Yes X No 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; don't file with Form 990) Yes X No mmmmmmmmmmmmmmmmmmmmmmmmmm 6 4 Foreign Forms mmmmmmmmmmmmmmmmmmmmmmmmmm Schedule F (Form 990) 2018 JSA 8E1277 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule F (Form 990) 2018 Part V Page 5 Supplemental Information Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions). Schedule F (Form 990) 2018 JSA 8E1502 1.000 29W05F T36Y 9057712/JCS Grants and Other Assistance to Organizations, Governments, and Individuals in the United States SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Service I I THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES General Information on Grants and Assistance Part I 2 À¾µ¼ Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. Attach to Form 990. Go to www.irs.gov/Form990 for the latest information. Name of the organization 1 OMB No. 1545-0047 Open to Public Inspection Employer identification number 36-3235550 Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Part II X Yes No 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 recipient that received more than $5,000. Part II can be duplicated if additional space is needed. 1 (a) Name and address of organization (b) EIN or government (c) IRC section (if applicable) (d) Amount of cash grant (e) Amount of noncash assistance (f) Method of valuation (book, FMV, appraisal, other) (g) Description of noncash assistance (h) Purpose of grant or assistance (1) STANFORD UNIVERSITY - LAW SCHOOL 559 NATHAN ABBOTT WAY STANFORD, CA 94305 94-1156365 501(C)(3) 12,000. GENERAL SUPPORT (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) 2 3 mmmmmmmmmmmmmmmmmmmmmmmmmmmmm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m II Enter total number of section 501(c)(3) and government organizations listed in the line 1 table Enter total number of other organizations listed in the line 1 table For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2018) JSA 8E1288 1.000 29W05F T36Y 1. 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule I (Form 990) (2018) Part III Page 2 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance 1 MISCELLANEOUS TRAVEL 2 OLIN/SEARLE/SMITH/DARLING FELLOWSHIPS (b) Number of recipients (d) Amount of non-cash assistance (c) Amount of cash grant 419. 207,391. 7. 163,436. (e) Method of valuation (book, (f) Description of non-cash assistance FMV, appraisal, other) 3 4 5 6 7 Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b); and any other additional information. PART I, LINE 2 - ORGANIZATION'S PROCEDURES FOR MONITORING USE OF GRANT: Part IV OLIN/SEARLE/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 UPON THE ACADEMIC JOB MARKET. WE ENLIST FACULTY AT THEIR HOST LAW SCHOOLS (MEMBERS OF THE FELLOWSHIP SELECTION COMMITTEE WHERE POSSIBLE) TO KEEP TRACK OF THEIR 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 POSSIBLE, ASK OUR FELLOWS TO ATTEND A WORKSHOP TOWARD THE BEGINNING AND TOWARD THE END OF Schedule I (Form 990) (2018) JSA 8E1504 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule I (Form 990) (2018) Part III Page 2 Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance (b) Number of recipients (c) Amount of cash grant (d) Amount of non-cash assistance (e) Method of valuation (book, (f) Description of non-cash assistance FMV, appraisal, other) 1 2 3 4 5 6 7 Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b); and any other additional information. THEIR TENURE, AT WHICH THEY DISCUSS POTENTIAL ARTICLE TOPICS AND REHEARSE Part IV THE JOB TALKS THEY PLAN TO GIVE ON THE BASIS 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, PROVIDING ASSISTANCE AND ENCOURAGEMENT ON THE ACADEMIC JOB MARKET. WE PREPARE AN ANNUAL REPORT ON THEIR STATUS. EACH SEARLE YOUNG LEGAL SCHOLAR FELLOW IS ASSIGNED A MENTOR FROM AMONG THE SENIOR PROFESSORS WHO COMPRISE THE SEARLE SELECTION COMMITTEE, WHO REVIEW DRAFTS OF THE PAPERS THEY ARE WORKING ON AND PROVIDE FEEDBACK. Schedule I (Form 990) (2018) JSA 8E1504 1.000 29W05F T36Y 9057712/JCS Compensation Information SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service Name of the organization OMB No. 1545-0047 À¾µ¼ For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. I I I THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Part I Questions Regarding Compensation Open to Public Inspection Employer identification number 36-3235550 Yes No 1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. First-class or charter travel Travel for companions Tax indemnification and gross-up payments Discretionary spending account Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (such as maid, chauffeur, chef) b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all directors, trustees, and officers, including the CEO/Executive Director, regarding the items checked on line 1a? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2 Indicate which, if any, of the following 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 III. 3 X Compensation committee X Independent compensation consultant X Form 990 of other organizations 4 1b X X W ritten employment contract Compensation survey or study Approval by the board or compensation committee 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? b Participate in, or receive payment from, a supplemental nonqualified retirement plan? c Participate in, or receive payment from, an equity-based compensation arrangement? If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III. mmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmm mmmmmmmmmmmmmmm 5 a b 6 a b 7 8 9 4a 4b 4c X X X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 5a 5b X X mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 6a 6b X X 7 X 8 X Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9. 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: The organization? Any related organization? If "Yes" on line 5a or 5b, describe in Part III. 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: The organization? Any related organization? If "Yes" on line 6a or 6b, describe in Part III. mmmmmmmmmmmmmmmmmmmmmmmm For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed payments not described on lines 5 and 6? If "Yes," describe in Part III Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm For Paperwork Reduction Act Notice, see the Instructions for Form 990. JSA 8E1290 1.000 29W05F T36Y 9 Schedule J (Form 990) 2018 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule J (Form 990) 2018 Part II 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 (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that aren't listed on Form 990, Part VII. Note: The sum of columns (B)(i)-(iii) 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. (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation (A) Name and Title EUGENE B MEYER (i) DIRECTOR/PRESIDENT (ii) 1 LEONARD A LEO (i) DIRECTOR/EXEC VICE PRESIDENT (ii) 2 LEE LIBERMAN OTIS (i) DIRECTOR/SENIOR VICE PRESIDENT (ii) 3 DEAN A REUTER (i) DIRECTOR OF PRACTICE GROUPS (ii) 4 DOUGLAS C UBBEN (i) DIRECTOR OF FINANCE (ii) 5 PETER K REDPATH (i) DIRECTOR OF STUDENT DIVISION (ii) 6 CYNTHIA SEARCY (i) DIRECTOR OF DEVELOPMENT (ii) 7 DEVON WESTHILL (i) DIR, REGULATORY TRANSPARENCY (ii) 8 JONATHAN R BUNCH (i) 9 STATE COURTS, VP/DIRECTOR (ii) 10 (ii) 11 (ii) 12 (ii) 13 (ii) 14 (ii) 15 (ii) 16 (ii) 619,339. 0. 308,125. 0. 375,500. 0. 305,500. 0. 219,500. 0. 214,625. 0. 170,000. 0. 158,000. 0. 156,625. 0. (ii) Bonus & incentive compensation 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. (iii) Other reportable compensation (C) Retirement and other deferred compensation 173,467. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 19,250. 0. 19,250. 0. 19,250. 0. 19,250. 0. 15,365. 0. 15,024. 0. 11,900. 0. 11,060. 0. 10,964. 0. (D) Nontaxable benefits 34,944. 0. 40,560. 0. 570. 0. 41,185. 0. 26,936. 0. 31,365. 0. 7,541. 0. 20,333. 0. 30,557. 0. (E) Total of columns (B)(i)-(D) 847,000. 0. 367,935. 0. 395,320. 0. 365,935. 0. 261,801. 0. 261,014. 0. 189,441. 0. 189,393. 0. 198,146. 0. (F) Compensation in column (B) reported as deferred on prior Form 990 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. (i) (i) (i) (i) (i) (i) (i) Schedule J (Form 990) 2018 JSA 8E1291 1.000 29W05F T36Y 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule J (Form 990) 2018 Page 3 Part III Supplemental Information Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information. Schedule J (Form 990) 2018 JSA 8E1505 1.000 29W05F T36Y 9057712/JCS SCHEDULE M (Form 990) Department of the Treasury Internal Revenue Service Name of the organization II I THE FEDERALIST SOCIETY FOR LAW AND 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 À¾µ¼ Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990. Go to www.irs.gov/Form990 for instructions and the latest information. PUBLIC POLICY STUDIES Types of Property Part I 1 2 3 4 5 OMB No. 1545-0047 Noncash Contributions mmmmmmmmmm mmmmmm mmmmmm mmmmmm mmmmmmmmmmmmmmmm mmmmmmm mmmmmmmmmm mmmmmmmm mmmmm mmm mmmmmmmmmm mmmmm Open to Public Inspection Employer identification number 36-3235550 (a) Check if applicable (b) Number of contributions or items contributed (c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g (d) Method of determining noncash contribution amounts Art - Works of art Art - Historical treasures Art - Fractional interests Books and publications Clothing and household goods Cars and other vehicles Boats and planes Intellectual property X 10. 135,023. FMV Securities - Publicly traded Securities - Closely held stock Securities - Partnership, LLC, or trust interests Securities - Miscellaneous Qualified conservation contribution - Historic structures Qualified conservation contribution - Other Real estate - Residential Real estate - Commercial Real estate - Other Collectibles Food inventory Drugs and medical supplies Taxidermy Historical artifacts Scientific specimens Archeological artifacts Other ( ) Other ( ) Other ( ) Other ( ) Number of Forms 8283 received by the organization during the tax year for contributions for 29 which the organization completed Form 8283, Part IV, Donee Acknowledgement I I I I mmmmmmmmmmmmmm mmmmmmmmm mmmmmm mmmmmm mmmmmmmmm mmmmmmmmmmmmm mmmmmmmmmmm mmmm m m m m mm mm mm mm mm mm mm mm mm mm mmmmmmmm mmmmmmm mmmmmmmmmm Yes No 30 a 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 isn't required to be used for exempt purposes for the entire holding period? b If "Yes," describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions? 32 a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? b If "Yes," describe in Part II. 33 If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. mmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm For Paperwork Reduction Act Notice, see the Instructions for Form 990. X 31 X 32a X Schedule M (Form 990) 2018 JSA 8E1298 1.000 29W05F T36Y 30a 9057712/JCS THE FEDERALIST SOCIETY FOR LAW AND 36-3235550 Schedule M (Form 990) (2018) Part II Page 2 Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information. Schedule M (Form 990) (2018) JSA 8E1508 1.000 29W05F T36Y 9057712/JCS Supplemental Information to Form 990 or 990-EZ SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization I I THE FEDERALIST SOCIETY FOR LAW AND OMB No. 1545-0047 À¾µ¼ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Attach to Form 990 or 990-EZ. Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Open to Public Inspection Employer identification number PUBLIC POLICY STUDIES 36-3235550 PART III, LINE 4D - OTHER PROGRAM SERVICE ACTIVITIES: GENERAL PROGRAM: ================ PROVIDES FOR OTHER INCIDENTAL ACTIVITIES USEFUL TO LAWYERS, STUDENTS, FACULTY AND OTHERS. LAWYERS ACTIVITIES: =================== THE FEDERALIST SOCIETY'S LAWYERS DIVISION WAS FOUNDED IN 1986 TO BRING TOGETHER ATTORNEYS, BUSINESS AND POLICY LEADERS, AND OTHERS INTERESTED IN EXAMINING AND IMPROVING THE STATE OF THE LAW. THE LAWYERS DIVISION REACHES THE LEGAL COMMUNITY THROUGH MORE THAN 100 LAWYERS CHAPTERS LOCATED IN VIRTUALLY EVERY MAJOR CITY IN THE UNITED STATES. EVERY YEAR, THE CHAPTERS ORGANIZE MORE THAN 400 PROGRAMS. EACH CHAPTER IS RUN BY LOCAL VOLUNTEER LEADERSHIP. THE CHAPTERS HOST SPEECHES, PANEL DISCUSSIONS AND DEBATES ON CURRENT TOPICS AT THE LOCAL AND NATIONAL LEVEL. SYMPOSIUM AND CONFERENCE: ========================= A PROGRAM OF SEMINARS, CONFERENCES AND MEETINGS AT WHICH DISTINGUISHED LEGAL SCHOLARS GAVE LECTURES AND ENGAGED IN DEBATES AND PUBLIC DISCUSSIONS ABOUT ISSUES OF NATIONAL IMPORTANCE. THE EVENTS HAD APPROXIMATELY 2,000 ATTENDEES. For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2018) JSA 8E1227 1.000 29W05F T36Y 9057712/JCS Schedule O (Form 990 or 990-EZ) 2018 Page THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Name of the organization 2 Employer identification number 36-3235550 FACULTY ACTIVITES: ========================= THE FACULTY DIVISION PROVIDES A SETTING FOR CONSTRUCTIVE SCHOLARLY DISCOURSE AND QUALITY SCHOLARSHIP AMONG CONSERVATIVE AND LIBERTARIAN FACULTY. THE FACULTY DIVISION HAS ENABLED US TO CULTIVATE A GROWING COMMUNITY OF SCHOLARS. PART VI, SECTION A, LINE 1 - EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE OF THE SOCIETY CONSIST OF TWO MEMBERS FROM THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL MANAGE THE AFFAIRS OF THE CORPORATION AT THE DIRECTION OF THE BOARD OF DIRECTORS. 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 SOCIETY'S BOARD, WHOM FORWARDS A DRAFT RETURN TO THE ORGANIZATION'S DIRECTOR OF FINANCE AND THE PRESIDENT FOR THEIR REVIEW. UPON DISCUSSION AND COMMENTS WITH THE CPA FIRM ON THE DRAFT FORM 990, A FINAL DRAFT IS PREPARED AND SENT BACK FOR REVIEW AND APPROVAL. FOLLOWING APPROVAL OF THE FINAL DRAFT, THE CPA FIRM THEN PRESENTS A COPY OF THE FINAL DRAFT TO THE AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. UPON APPROVAL OF THE DRAFT FORM 990 BY THE AUDIT COMMITTEE, 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 AUTHORIZATION AND COMMENCES THE ELECTRONIC FILING. PART VI, SECTION B, LINE 12 - CONFLICT OF INTEREST POLICY: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL DIRECTORS, Schedule O (Form 990 or 990-EZ) 2018 JSA 8E1228 1.000 29W05F T36Y 9057712/JCS Schedule O (Form 990 or 990-EZ) 2018 Page THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Name of the organization 2 Employer identification number 36-3235550 OFFICERS AND EMPLOYEES OF THE SOCIETY, INCLUDING SUCH INDIVIDUALS THAT SERVE ON BOARD COMMITTEES WHO ARE NOT MEMBERS OF THE BOARD. IF SUCH INDIVIDUALS BECOME AWARE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THEY MUST DISCLOSE IT PROMPTLY BY FOLLOWING THE PROCEDURES BELOW: EMPLOYEES ========== EMPLOYEES SHOULD REPORT ANY ACTUAL OR POTENTIAL CONFLICTS TO THEIR SUPERVISOR, OR TO THE PRESIDENT OR THE VICE PRESIDENT AND DIRECTOR OF FINANCE. THE PRESIDENT, OR HIS DESIGNEE, WILL REVIEW THE SITUATION AND DECIDE WHAT, IF ANY, ACTIONS SHOULD BE TAKEN IN RESPONSE. DIRECTORS, OFFICERS AND KEY EMPLOYEES (AS DEFINED IN 990 INSTRUCTIONS) ====================================================================== DIRECTORS, OFFICERS AND KEY EMPLOYEES (AS DESIGNATED UNDER THE FORM 990 RULES) SHOULD PROMPTLY NOTIFY THE PRESIDENT OR THE CHAIRMAN OF THE BOARD IF THEY BECOME AWARE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST; WHETHER IT INVOLVES THE PERSON OR SOMEONE ELSE ASSOCIATED WITH THE SOCIETY. THE PRESIDENT SHOULD PROMPTLY NOTIFY THE CHAIRMAN OF THE BOARD OR THE CHAIR OF THE AUDIT COMMITTEE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THE BOARD OF DIRECTORS, OR ITS DESIGNEE, REVIEWS ACTUAL OR POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS, OFFICERS AND KEY EMPLOYEES TO DETERMINE APPROPRIATE STEPS TO MANAGE OR RESOLVE SITUATIONS THAT MAY RAISE CONFLICTS. IF THERE IS UNCERTAINTY ABOUT WHETHER AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD OF DIRECTORS WILL CONSIDER THE MATTER AND MAKE A DETERMINATION. Schedule O (Form 990 or 990-EZ) 2018 JSA 8E1228 1.000 29W05F T36Y 9057712/JCS Schedule O (Form 990 or 990-EZ) 2018 Page THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Name of the organization 2 Employer identification number 36-3235550 ADDITIONAL PROCEDURES SPECIFIC TO DIRECTORS ------------------------------------------WHERE A DIRECTOR HAS A CONFLICT OF INTEREST INVOLVING A MATTER THAT COMES BEFORE THE BOARD OF DIRECTORS OR A BOARD COMMITTEE, THE PROCEDURES BELOW APPLY: 1. THE DIRECTOR MAY NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT THE MEETING, EVEN WHERE APPLICABLE LAW PERMITS THIS. 2. THE DIRECTOR MUST DISCLOSE HIS OR HER INTEREST IN THE MATTER TO THE OTHER MEMBERS OF THE BOARD OF DIRECTORS OR BOARD COMMITTEE, AND DESCRIBE ALL MATERIAL FACTS RELATED TO THE MATTER. IF THE DIRECTOR HAS A CONFIDENTIALITY OBLIGATION THAT PREVENTS HIM OR HER FROM DISCLOSING ANY MATERIAL FACTS, THEY MUST DISCLOSUE SUCH OBLIGATION. 3. THE DIRECTOR MAY ANSWER FACTUAL QUESTIONS FROM OTHER DIRECTORS AND STAFF AND MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER. 4. THE DIRECTOR MUST HIMSELF OR HERSELF FROM DELIBERATIONS ON THE MATTER. 5. THE DIRECTOR WILL ABSTAIN FROM VOTING ON THE MATTER AND WILL NOT BE PRESENT DURING VOTING. PART VI, SECTION B, LINES 15A/15B-REVIEW PROCESS OF OFFICER COMPENSATION: THE BOARD OF DIRECTORS SHALL AUTHORIZE A REVIEW (LAST CONDUCTED IN 2014) BY THE COMPENSATION COMMITTEE OF THE PRESIDENT'S COMPENSATION ARRANGEMENT TO BE COMPLETED IN TIME FOR THE FULL 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 SOCIETY'S PROGRAMS AND THEIR INFLUENCE IN LEGAL ACADEMIA AND PUBLIC POLICY DEBATES, Schedule O (Form 990 or 990-EZ) 2018 JSA 8E1228 1.000 29W05F T36Y 9057712/JCS Schedule O (Form 990 or 990-EZ) 2018 Page THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Name of the organization 2 Employer identification number 36-3235550 THE FUNDRAISING SUCCESS OF THE CURRENT FISCAL YEAR AND THE PROJECTED REVENUE FOR THE NEXT FISCAL YEAR, AND THE OVERALL MANAGEMENT OF THE FEDERALIST SOCIETY STAFF AND IMPLEMENTATION OF ITS PROGRAMMING. THE REVIEW SHALL ALSO CONSIDER THE EXECUTIVE COMPENSATION FOR SIMILAR, APPROPRIATE NATIONAL TAX-EXEMPT ORGANIZATIONS AND SEEK TO MAINTAIN EXECUTIVE COMPENSATION THAT IS COMPARABLE TAKING INTO ACCOUNT THEIR AVERAGE LEVELS OF COMPENSATION, REVENUE AND ASSETS. THE COMPENSATION COMMITTEE ALSO REVIEWS THE COMPENSATION LEVELS SET BY THE PRESIDENT FOR THE FEDERALIST SOCIETY STAFF. THE BOARD OF DIRECTORS PROVIDES AUTHORITY TO THE PRESIDENT TO SET SALARY FOR ALL OTHER STAFF OF THE FEDERALIST SOCIETY. THE PRESIDENT SHALL SEND A REVIEW TO THE BOARD OF DIRECTORS HIS PLANS TO ADJUST COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT AND OTHER SENIOR STAFF BASED ON THE EXCELLENT PERFORMANCE OF THE ORGANIZATION, TAKING INTO ACCOUNT COMPENSATION COMPARABLE TO SIMILAR NATIONAL TAX-EXEMPT ORGANIZATIONS CONSIDERING THEIR AVERAGE LEVELS OF COMPENSATION, REVENUE AND ASSETS. IN ADDITION, THE BOARD AUTHORIZES THE PRESIDENT TO PAY ANY DISCRETIONARY YEAR-END BONUSES TO SENIOR STAFF TO REWARD STRONG PERFORMANCE, WHEN APPROPRIATE. PART VI, SECTION C, LINE 19 - GOVERNING DOCUMENTS, POLICIES & FINANCIALS: ORGANIZATIONAL DOCUMENTS ARE AVAILABLE TO ANYONE WHO REQUESTS THEM. PART XI, LINE 9 - OTHER CHANGE IN NET ASSETS: $43,556 BASIS INCREASE FOR FORM 990 PURPOSES DUE TO PRIOR YEAR UNREALIZED Schedule O (Form 990 or 990-EZ) 2018 JSA 8E1228 1.000 29W05F T36Y 9057712/JCS Schedule O (Form 990 or 990-EZ) 2018 Page THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Name of the organization 2 Employer identification number 36-3235550 LOSS IMPAIRMENT OF DIGITAL CURRENCY ATTACHMENT 1 FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES DESCRIPTION GRANTS EXPENSES GENERAL PROGRAM FACULTY ACTIVITIES LAWYER ACTIVITIES SYMPOSIUMS & CONVENTIONS TOTALS REVENUE 4,202,465. 147,742. 181,935. 1,630,244. 16,760. 5. 2,312,446. 795,135. 64,265. 2,521,488. 575,795. 246,205. 10,666,643. 1,535,432. ATTACHMENT 2 990, PART VII- COMPENSATION OF THE FIVE HIGHEST PAID IND. CONTRACTORS NAME AND ADDRESS DESCRIPTION OF SERVICES COMPENSATION CREATIVE RESPONSE CONCEPTS 2760 EISENHOWER AVENUE, 4TH FLOOR ALEXANDRIA, VA 22314 MEDIA TRAINING 1,645,780. RUBE AWAKENING LLC 3100 CLARENDON BLVD #200 ARLINGTON, VA 22201 DOCUMENTARY PROD. 512,500. PHAEDO CREATIVE 1875 K STREET NW FL 4 WASHINGTON, DC 20006 VIDEO PRODUCTION 423,745. JAMES P. KELLY III PC 6220 BANNERHORN RUN ALPHARETTA, GA 30005 INTERNATIONAL EFFORT 190,000. FTI CONSULTING 909 COMMERCE RD ANNAPOLIS, MD 21401 PR CONSULTING 183,533. ATTACHMENT 3 Schedule O (Form 990 or 990-EZ) 2018 JSA 8E1228 1.000 29W05F T36Y 9057712/JCS Schedule O (Form 990 or 990-EZ) 2018 Page THE FEDERALIST SOCIETY FOR LAW AND PUBLIC POLICY STUDIES Name of the organization 2 Employer identification number 36-3235550 ATTACHMENT 3 (CONT'D) FORM 990, PART IX - OTHER FEES DESCRIPTION MEDIA TRAINING & CONSULTING OTHER CONSULTING/PROF SERVICES PAYROLL PROCESSING TOTALS (A) TOTAL FEES (B) PROGRAM SERVICE EXP. 1,830,220. 1,830,220. 647,915. 647,915. (C) MANAGEMENT AND GENERAL 5,876. 2,484,011. (D) FUNDRAISING EXPENSES 5,876. 2,478,135. 5,876. Schedule O (Form 990 or 990-EZ) 2018 JSA 8E1228 1.000 29W05F T36Y 9057712/JCS