2016-11-03T09:53:32-05:00 2015-12-31 560747981 DIXON HUGHES GOODMAN LLP 901 EAST CARY STREET SUITE 1000 RICHMOND VA 23219 990 2015-01-01 510198088 VIRGINIA LAW FOUNDATION VIRG 8046480112 105 WHITEWOOD ROAD CHARLOTTESVILLE VA 22901 IRVING M BLANK PRESIDENT 8046480112 2016-09-22 1 LORI K COCHRAN P00853221 8042827636 2015 2017-02-10 21:41:12Z IRVING M BLANK 105 WHITEWOOD ROAD CHARLOTTESVILLE VA 22901 9988965 0 X WWW.VIRGINIALAWFOUNDATION.ORG X 1974 VA VIRGINIA LAW FOUNDATION'S MISSION IS TO PROMOTE THROUGH PHILANTHROPY THE RULE OF LAW, ACCESS TO JUSTICE AND LAW RELATED EDUCATION. 20 20 50 500 0 0 86953 107619 4533811 4555559 1453654 1013003 482740 616496 6557158 6292677 202000 331400 0 0 2190400 2305846 0 0 53066 2642121 2671916 5034521 5309162 1522637 983515 19183812 18939676 890321 855243 18293491 18084433 X VIRGINIA LAW FOUNDATION'S MISSION IS TO PROMOTE THROUGH PHILANTHROPY THE RULE OF LAW, ACCESS TO JUSTICE AND LAW RELATED EDUCATION. 0 0 350826 331400 THE VIRGINIA LAW FOUNDATION MADE GRANTS IN SUPPORT OF PROJECTS THAT (1) PROVIDE SERVICES TO IMPROVE THE ADMINISTRATION OF JUSTICE; (2) PROVIDE LAW-RELATED EDUCATION; (3) PROMOTE UNDERSTANDING OF THE RULE OF LAW IN AMERICA; (4) PROVIDE LEGAL SERVICES TO THE UNDERPRIVILEDGED; AND (5) PROVIDE PUBLIC SERVICE INTERNSHIPS FOR VIRGINIA LAW STUDENTS. SEE DESCRIPTIONS BELOW.LAWYERS HELPING LAWYERS - LAWYERS HELPING LAWYERS STRATEGIC INITIATIVE WILL HELP THE ORGANIZATION FORMULATE A STRATEGIC PLAN THAT WILL GENERATE RESOURCES NECESSARY TO SUPPORT BROADER EDUCATIONAL OUTREACH TO THE LEGAL COMMUNITY AND PROVISIONS OF ADDITIONAL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES TO THOSE IN NEED.LEGAL INFORMATION NETWORK FOR CANCER - LINC EASES THE BURDEN OF CANCER PATIENTS AND THEIR FAMILIES BY PROVIDING ASSISTANCE, EDUCATION, AND REFERRAL TO LEGAL, FINANCIAL, AND COMMUNITY SERVICE.PUBLIC SERVICE INTERNSHIPS - EACH OF VIRGINIA'S EIGHT AMERICAN BAR ASSOCIATION-ACCREDITED LAW SCHOOLS WILL RECEIVE $5,000 TO FUND PUBLIC SERVICE INTERNSHIPS DURING THE SUMMER. CONTINUING A VLF TRADITION BEGUN IN 1990, THE INTERNSHIPS ENABLE VIRGINIA HOST EMPLOYERS TO HIRE SELECTED STUDENTS WHO WILL HAVE COMPLETED ONE OR TWO YEARS OF LAW SCHOOL.WILLIAM & MARY PULLER CLINIC - WILLIAM & MARY LAW SCHOOL'S PULLER CLINIC IS NATIONALLY RECOGNIZED AS AN INNOVATOR IN VETERANS' SERVICES AND LEGAL EDUCATION. THE CLINIC PROVIDES PRO BONO ACCESS TO JUSTICE TO VETERANS WITH COMPLEX DISABILITY CLAIMS. VLF/VBA RULE OF LAW PROJECT- THE RULE OF LAW PROJECT IS AN EDUCATIONAL PROGRAM DEVELOPED FOR MIDDLE AND HIGH SCHOOL CIVICS STUDENTS TO TEACH THE RULE OF LAW THROUGH AN EXTENSIVE WEB-BASED CURRICULUM DESIGNED BY EDUCATORS AND TAUGHT COLLABORATIVELY BY TEACHERS, LAWYERS AND JUDGES DIRECTLY IN THE CLASSROOM. VBA CAPITAL DEFENSE WORKSHOP - THE CAPITAL DEFENSE WORKSHOP IS THE ONLY EDUCATIONAL PROGRAM THAT COVERS BOTH TRAINING REQUIREMENTS (FORENSICS AND LITIGATION) FOR VIRGINIA LAWYERS REPRESENTING DEFENDANTS CHARGED WITH CAPITAL MURDER. HILL TUCKER PRE-LAW INSTITUTE - DURING A WEEK-LONG PROGRAM, STUDENTS ARE INTRODUCED TO THE LEGAL PROFESSION BY ATTENDING MOCK CLASSES AND SEMINARS ON TEST TAKING STRATEGIES, THE COLLEGE ADMISSIONS PROCESS, AND CAREER OPPORTUNITIES IN THE LAW. VIRGINIA POVERTY LAW CENTER - THE VIRGINIA POVERTY LAW CENTER HOLDS AN ANNUAL CONFERENCE ON LEGAL ISSUES RELATING TO POVERTY. THE THREE-DAY CONFERENCE IS COMPRISED OF APPROXIMATELY 30 TRAINING SESSIONS ON ISSUES INCLUDING CONSUMER, HEALTH, FAMILY, HOUSING AND OTHER AREAS OF CIVIL POVERTY LAW. CAPITAL AREA IMMIGRANTS' RIGHTS COALITION -THE CAIR VA JUSTICE PROGRAM PROVIDES TRAINING, WRITTEN RESOURCES, AND INDIVIDUALIZED CONSULTATIONS TO INDIGENT DEFENSE PROVIDERS THROUGHOUT VIRGINIA ON THE IMMIGRATION CONSEQUENCES OF CRIMINAL CHARGES AND CONVICTIONS. JOHN MARSHALL FOUNDATION - THE FOUNDATION WILL EQUIP TEACHERS TO USE JUSTICE IN THE CLASSROOM TO TEACH MIDDLE AND HIGH SCHOOL STUDENTS ABOUT THE RULE OF LAWCOMMUNITY IDEAS STATION - THE ACCESS TO JUSTICE PROJECT WILL PROMOTE EQUAL ACCESS TO JUSTICE IN VIRGINIA WITH AN EMPHASIS ON THOSE THAT ARE UNDERSERVED. 3553764 5172055 THE VIRGINIA LAW FOUNDATION (VIRGINIA CLE) PRESENTED SEMINARS AND PROVIDED MATERIALS FOR THE CONTINUING LEGAL EDUCATION OF VIRGINIA ATTORNEYS. FOR THE YEAR ENDED DECEMBER 31, 2015 - 14,339 DIFFERENT CUSTOMERS PURCHASED BOTH SEMINARS AND PUBLICATIONS. THE TOTAL NUMBER OF SEMINARS SOLD TOTALED 26,947 DURING THE YEAR ENDED DECEMBER 31, 2015. 3904590 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 50 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X TERESA MOORE 8046480112 105 WHITEWOOD ROAD CHARLOTTESVILLE VA 22901 JOHN D EPPS PRESIDENT 2.00 X X 0 0 0 IRVING M BLANK PRESIDENT - ELECT 3.00 X X 0 0 0 LUCIA ANNA PIA TRIGIANI VICE PRESIDENT 2.00 X X 0 0 0 YVONNE C MCGHEE SECRETARY 1.00 X X 0 0 0 KAREN A GOULD TREASURER 2.00 X X 0 0 0 JAMES V MEATH PAST PRESIDENT 3.00 X X 0 0 0 DAVID P BOBZIEN CLE CHAIRMAN 3.00 X X 0 0 0 GEORGE SHANKS FELLOWS CHAIR 2.00 X 0 0 0 HON PAUL F SHERIDAN FELLOWS COMMITTEE APPOINTE 2.00 X 0 0 0 VICKIE BIBEE DIRECTOR 2.00 X 0 0 0 STEPHEN D BUSCH DIRECTOR 2.00 X 0 0 0 MATTHEW E CHEEK DIRECTOR 2.00 X 0 0 0 KATHY MAYS COLEMAN DIRECTOR 3.00 X 0 0 0 JAMES COX DIRECTOR 2.00 X 0 0 0 CYNTHIA E HUDSON DIRECTOR 2.00 X 0 0 0 F ANDERSON MORSE DIRECTOR 2.00 X 0 0 0 JOHN M OAKLEY JR DIRECTOR 2.00 X 0 0 0 G MICHAEL PACE JR DIRECTOR 2.00 X 0 0 0 JAN L PROCTOR DIRECTOR 2.00 X 0 0 0 WILLIAM SCHMIDT DIRECTOR 2.00 X 0 0 0 RAYMOND WHITE EXECUTIVE DIRECTOR 40.00 X 156932 0 34035 BRIAN BILL CHIEF OPERATING OFFICER 40.00 X 121936 0 13804 PETER ROANE EDITOR IN CHIEF 40.00 X 106038 0 11946 384906 0 59785 3 0 1 0 0 107619 107619 EDUCATIONAL SEMINARS 900099 4555559 4555559 4555559 365254 365254 4106824 3459075 647749 647749 647749 816356 237213 579143 579143 MISCELLANEOUS 900099 37353 37353 37353 6292677 5172055 0 1013003 331400 331400 190967 38193 124129 28645 1609387 983898 624303 1186 163219 100091 63028 100 214174 129169 84216 789 128099 73877 52565 1657 11300 11300 21184 12710 8474 185981 185981 146958 67960 78998 108346 65008 43338 51755 30813 20942 22659 22659 115108 69065 46043 50377 19150 31227 CONDUCT OF CLE PROGRAMS 1722805 1722805 BANK & CREDIT CARD FEES 140284 140284 COORDINATOR EXPENSES 74470 74470 FELLOWS EXPENSE 20689 20689 5309162 3904590 1351506 53066 355839 393297 2478766 2242794 133128 276807 216038 187055 116091 149288 3191712 1677180 1574358 1514532 12469562 12404199 1840030 1771704 19183812 18939676 264473 239866 122500 70000 503348 545377 890321 855243 X 18247312 18038254 46179 46179 18293491 18084433 19183812 18939676 983515 -1192573 0 X X 0 1 X 1 0 X 63390 45644 34170 86953 107619 337776 5044301 4653677 1821812 5301320 5409268 22230378 5107691 4699321 1855982 5388273 5516887 22568154 0 0 0 22568154 333347 316458 144286 333245 365254 1492590 333347 316458 144286 333245 365254 1492590 19425 25742 1536 46703 5460463 5041521 2001804 5721518 5882141 24107447 0.93610 0.93520 0.06190 0.06090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12191062 -172492 301201 11717369 11985565 600519 395022 12191062 11357774 627791 11985565 10547102 1235778 425106 11357774 9524812 1524893 502603 10547102 1.00000 0 0 328900 328900 1560600 513531 1047069 248792 248792 0 1053420 914857 138563 1514532 ALTERNATIVE INVESTMENTS 1771704 F 1771704 X 5337317 -1192573 237213 -955360 6292677 0 6292677 5546375 237213 237213 5309162 0 5309162 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE GRANTS AND SUPPORT THE OPERATIONS OF THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS A QUALIFYING NONPROFIT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA, AND THEREFORE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED IN EXPENSES ON F/S 237,213. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED WITH REVENUE ON 990 237,213. FELLOWS DINNER 1 VIRGINIA POVERTY LAW CENTER 700 E FRANKLIN STREET 14TH FLOOR RICHMOND VA 23219 541093402 501(C)(3) 20000 LEGAL AID LAWYERS HELPING LAWYERS 1015 E MAIN STREET GROUND FLOOR RICHMOND VA 23219 341974668 501(C)(3) 25000 STRATEGIC PLANNING LEGAL INFORMATION NETWORK FOR CANCER 1423 JOHNSTON WILLIS DRIVE RICHMOND VA 23235 541817025 501(C)(3) 10000 LEGAL ASSISTANCE FOR CANCER VICTIMS MARSHALL WYTHE SCHOOL OF LAW FOUNDATION - PULLER CLINIC PO BOX 8795 WILLIAMSBURG VA 23187 541224563 501(C)(3) 50000 VETERAN'S LEGAL AID CAPITAL AREA IMMIGRANTS' RIGHTS COALITION 1612 K STREET NW NO 204 WASHINGTON DC 20006 522141497 501(C)(3) 50000 CAPITAL AREA IMMIGRANTS RIGHTS THE JOHN MARSHALL FOUNDATION 1108 E MAIN STREET SUITE 800 RICHMOND VA 23219 541417184 501(C)(3) 21500 RULE OF LAW PROGRAMS FOR YOUTH COMMUNITY IDEAS STATION 23 SESAME STREET RICHMOND VA 23235 540735782 501(C)(3) 35000 ACCESS TO JUSTICE MILLENIUM DIVERSITY FOUNDATION 105 LOUDOUN STREET SE LEESBURG VA 20175 452610244 501(C)(3) 15000 HILL TUCKER PRE-LAW INSTITUTE VIRGINIA BAR ASSOCIATION FOUNDATION 701 E FRANKLIN ST SUITE 1120 RICHMOND VA 23219 541413280 501(C)(3) 97400 RULE OF LAW PROJECT AND CAPITAL DEFENSE WORKSHOP 9 PART I, LINE 2: THE GRANTS COMMITTEE INTERVIEWS THE APPLICANTS AND THEN THEY MAKE A RECOMMENDATION TO THE BOARD BASED ON THEIR DELIBERATIONS. THE BOARD MUST APPROVE ALL GRANTS. VIRGINIA LAW FOUNDATION'S (ORGANIZATION) GRANT SPENDING POLICY STATES THAT THE ANNUAL SPENDING FACTOR IS BASED ON A FORMULA THAT IS FIVE PERCENT OF THE AVERAGE 3-YEAR ROLLING MARKET VALUE OF THE ORGANIZATION'S INVESTMENTS AT SEPTEMBER 30 LESS PROJECTED OPERATING COSTS FOR THE UPCOMING FISCAL YEAR. CURRENT YEAR DONATIONS RECEIVED THROUGH DECEMBER 31 OFTEN SUPPLEMENT THE SPENDING FACTOR, TO ALLOW A LARGER DISBURSEMENT FOR GRANTS. THE SPENDING FACTOR IS CALCULATED IN JANUARY BASED ON PRIOR SEPTEMBER 30 INVESTMENT MARKET VALUES. X X X 0 0 0 0 0 0 0 0 0 RAYMOND WHITE EXECUTIVE DIRECTOR 150000 0 6932 0 0 0 18000 0 16035 0 190967 0 0 0 PART I, LINE 3 THE CLE COMMITTEE AND THE VLF EXECUTIVE COMMITTEE CONFER TO DETERMINE COMPENSATION FOR THE VLF/CLE EXECUTIVE DIRECTOR AND THEN THE FULL VLF BOARD APPROVES THE COMPENSATION. THE CLE PERSONNEL COMMITTEE AND VLF EXECUTIVE COMMITTEE, OF WHICH THE CHAIR OF THE CLE COMMITTEE IS A MEMBER, CUSTOMARILY REVIEW COMPARATIVE SALARY DATA FROM THE NATIONAL CONFERENCE OF BAR FOUNDATIONS AND/OR RELATED MATERIALS. THE RECOMMENDATION FROM THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION AND RECOMMENDS APPROVAL BY THE VLF BOARD. THE PRESIDENT OF THE VLF CONSULTS WITH THE EXECUTIVE DIRECTOR ON A WEEKLY BASIS AND REGULARLY INFORMS THE EXECUTIVE DIRECTOR WITH REGARD TO HIS EVALUATION OF HIS PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS SCANNED AND SENT TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS SIGNED BY OUR PRESIDENT, JOHN D. EPPS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, THE EXECUTIVE DIRECTOR OF VLF AND THE EXECUTIVE DIRECTOR OF VIRGINIA CLE CIRCULATE TO ALL BOARD AND COMMITTEE MEMBERS A COPY OF THE CONFLICT OF INTEREST POLICY. EACH MEMBER IS ASKED TO REVIEW, SIGN AND RETURN THE FORM FOR OUR FILES. BOARD MEETING MINUTES REFLECT WHEN A MEMBER ABSTAINS FROM VOTE DUE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR: THE CLE COMMITTEE AND THE VLF EXECUTIVE COMMITTEE CONFER TO DETERMINE COMPENSATION FOR THE VLF/CLE EXECUTIVE DIRECTOR AND THEN THE FULL VLF BOARD APPROVES THE COMPENSATION. THE CLE PERSONNEL COMMITTEE AND VLF EXECUTIVE COMMITTEE, OF WHICH THE CHAIR OF THE CLE COMMITTEE IS A MEMBER, CUSTOMARILY REVIEW COMPARATIVE SALARY DATA FROM THE NATIONAL CONFERENCE OF BAR FOUNDATIONS AND/OR RELATED MATERIALS. THE RECOMMENDATION FROM THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION AND RECOMMENDS APPROVAL BY THE VLF BOARD. THE PRESIDENT OF THE VLF CONSULTS WITH THE EXECUTIVE DIRECTOR ON A WEEKLY BASIS AND REGULARLY INFORMS THE EXECUTIVE DIRECTOR WITH REGARD TO HIS EVALUATION OF HIS PERFORMANCE. OTHER OFFICERS & KEY EMPLOYEES: ALL SALARIES ARE REVIEWED FIRST BY A SUBCOMMITTEE OF THE CLE COMMITTEE, THEN BY THE FULL CLE COMMITTEE. THE SALARIES ARE APPROVED BY A VOTE OF THE CLE COMMITTEE. THE FULL SALARY PACKAGE IS THEN REVIEWED AND APPROVED BY VIRGINIA LAW FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION'S OFFICE. THESE ITEMS ARE NOT POSTED ON THE FOUNDATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION'S OFFICE. THESE ITEMS ARE NOT POSTED ON THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS FROM PRIOR YEARS.