2025-03-20T18:11:34-05:00 2024-07-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990 2023-08-01 521964499 THE AMERICAN ASSOCIATION FOR JUSTICE ROBERT L HABUSH ENDOWMENT AMER 2029653500 777 6TH STREET NW 300 WASHINGTON DC 20001 ANNE ENOS AAJ COO 2029653500 2025-03-20 1 1 X KELLI PECK P01423033 3217516200 2023 2025-03-06 01:10:19Z X ANTHONY TARRICONE 777 6TH STREET NW 300 WASHINGTON DC 20001 12212092 0 X WWW.JUSTICE.ORG/ENDOWMENT X 1995 DC THE ENDOWMENT WAS CREATED TO PROVIDE A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. 21 21 0 30 0 0 0 0 0 0 491468 1813895 0 0 491468 1813895 592339 918842 0 0 0 0 0 0 0 230851 238496 823190 1157338 -331722 656557 23250916 25446142 166458 354514 23084458 25091628 X THE MISSION OF THE AMERICAN ASSOCIATION FOR JUSTICE ROBERT L. HABUSH ENDOWMENT, IN CONJUNCTION WITH AAJ, IS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. IT ACCOMPLISHES THIS THROUGH THE FOLLOWING PRIORITIES:--PROVIDING CONSISTENT PUBLIC EDUCATION AND RESEARCH TO PROMOTE INFORMED PUBLIC DIALOGUE ON, UNDERSTANDING OF AND APPRECIATION FOR THE CIVIL JUSTICE SYSTEM; --SPONSORING PRESTIGIOUS EDUCATION PROGRAMS AND WELL-RECEIVED PUBLICATIONS FOR JUDGES AND LAW PROFESSORS; AND, --FUNDING INNOVATIVE SCHOLARSHIPS AND FAR REACHING RESEARCH ON THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. 0 0 918842 918842 TO HELP FUND EMPIRICAL RESEARCH PROJECTS ON SUBSTANTIAL AREAS OF THE LAW INCLUDING ISSUES RELATING TO ENDING FORCED ARBITRATION, THE PREEMPTION OF STATE LAW, IMMUNITY, JURY BIAS, AND TORT TAX ISSUES. 918842 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA DC GA NY SC X THOMAS FISCHETTI 2029653500 777 6TH STREET NW 300 WASHINGTON DC 20001 ANTHONY TARRICONE PRESIDENT 1.00 1.00 X X 0 0 0 JULIE BRAMAN KANE VICE PRESIDENT 1.00 1.00 X X 0 0 0 STEPHEN HERMAN SECRETARY 1.00 2.00 X X 0 0 0 FREDERICK SCHENK TREASURER 1.00 1.00 X X 0 0 0 ROBERT L HABUSH DIRECTOR EMERITUS 1.00 1.00 X 0 0 0 KATHLEEN FLYNN PETERSON EX OFFICIO 1.00 1.00 X 0 0 0 LARRY S STEWART EX OFFICIO 1.00 1.00 X 0 0 0 MARY E ALEXANDER BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 LISA BLUE BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 ROXANNE BARTON CONLIN BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 YVONNE M FLAHERTY BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 SIDNEY W GILREATH BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 JULIAN C GOMEZ BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 RICHARD D HAILEY BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 ALFRED K NIPPERT BOARD OF DIRECTORS 1.00 0.00 X 0 0 0 BHAVANI RAVEENDRAN BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 ELISE R SANGUINETTI BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 TODD A SMITH BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 LARRY A TAWWATER BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 DERRICK L WALKER BOARD OF DIRECTORS 1.00 2.00 X 0 0 0 JEANMARIE WHALEN BOARD OF DIRECTORS 1.00 1.00 X 0 0 0 ANNE B ENOS CHIEF OPERATING OFFICER 1.00 36.50 X 0 313363 18558 THOMAS FISCHETTI CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 261220 26322 ANJALI JESSERAMSING GENERAL COUNSEL 1.00 36.50 X 0 298384 52832 0 872967 97712 0 0 1 0 MERRILL LYNCH 225 W WACKER DRIVE CHICAGO IL 60606 INVESTMENT MANAGEMENT 190047 1 617776 617776 11594316 10398197 1196119 1196119 1196119 1813895 0 0 1813895 790642 790642 128200 128200 40373 40373 5500 5500 190047 190047 746 746 1830 1830 1157338 918842 238496 0 249199 352352 45882 71175 22955640 25004809 195 17806 23250916 25446142 25194 354514 136274 4990 0 166458 354514 X 23084458 25091628 23084458 25091628 23250916 25446142 656557 1350613 0 X X 0 1 X 1 0 X X 1 AMERICAN ASSOCIATION FOR JUSTICE 042114561 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 3C: THE HABUSH ENDOWMENT DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. 23084458 3164508 918842 238496 25091628 22469028 1438620 592339 230851 23084458 25738203 -2131020 881786 256369 22469028 23753515 3066397 841772 239937 25738203 22866624 1946241 832964 226386 23753515 0.00000 0.69250 0.30750 0 0 0 2974461 1350613 1350613 1623848 190047 190047 1813895 967291 0 967291 190047 190047 1157338 PART V, LINE 4: THE ENDOWMENT REPRESENTS A PERMANENT FUNDING BASE TO SUPPORT RESEARCH, EDUCATIONAL PROGRAMS, AND SCHOLARSHIPS TO PRESERVE AND PROTECT THE CIVIL JUSTICE SYSTEM AND INDIVIDUAL RIGHTS. 1 NATIONAL CIVIL JUSTICE INSTITUTE 777 6TH STREET NW WASHINGTON DC 20001 046079643 501(C)(3) 200000 0 ANNUAL FORUM FOR STATE APPELLATE COURT JUDGES SUSTAINABLE MARKETS FOUNDATION 45 WEST 36TH 5TH FLOOR NEW YORK NY 10018 134188834 501(C)(3) 168000 0 SUSTAINABLE MARKETS FOUDATION SUPPORT OF CJ&D REPORTS REBUTTALPR LLC 125 GLENRIDGE AVENUE 226 MONTCLAIR NJ 07042 824676341 100000 0 ACCESS TO JUSTICE EDUCATION CENTER FOR PROGRESSIVE REFORM 1250 CONNECTICUT AVE NW STE 700 WASHINGTON DC 20036 352182224 501(C)(3) 59177 0 PROTECTING COMMUNITIES FROM HARM CHANGE RESEARCH PO BOX 10193 BERKELEY CA 94709 822257766 53200 0 EMBOLD RESEARCH ON GLYPHOSATE NEW MEXICO TRIAL LAWYERS ASSOCIATION PO BOX 35177 ALBUQUERQUE NM 87176 850246801 501(C)(6) 45000 0 JUSTICE FOR PATIENTS OVER CORPORATE PROFIT CIVIL JUSTICE RESEARCH INSTITUTE 459 BOALT HALL BERKELEY CA 94720 946090626 501(C)(3) 45000 0 SYMPOSIUM ON PLAINTIFF SIDE LITIGATION CIVIL JUSTICE RESEARCH INSTITUTE 459 BOALT HALL BERKELEY CA 94720 946090626 501(C)(3) 35000 0 ARTIFICAL INTELLIGENCE AND EVIDENCE SYMPOSIUM CIVIL JUSTICE RESEARCH INSTITUTE 459 BOALT HALL BERKELEY CA 94720 946090626 501(C)(3) 25000 0 CONVERSATION ON CIVIL JUSTICE LOYOLA MARYMOUNT UNIVERSITY LAW SCHOOL 1-LMU DRIVE U-HALL LOS ANGELES CA 90045 951643334 501(C)(3) 10000 0 JOURNALIST LAW SCHOOL UNIVERSITY OF CALIFORNIA SAN FRANCISCO LAW SCHOOL 220 MONTGOMERY ST FL 5 SAN FRANCISCO CA 94104 946036493 501(C)(3) 10000 0 ANNUAL CIVIL PROCEDURE WORKSHOP NATIONAL CIVIL JUSTICE INSTITUTE 777 6TH STREET NW WASHINGTON DC 20001 046079643 501(C)(3) 10000 0 CIVIL JUSTICE SCHOLARSHIP AWARD 9 3 TOXIC AND SCIENTIFIC RESEARCH 1 43200 PUNITIVE DAMAGES IN PRODUCT LIABILITY RESEARCH 1 75000 FORCED ARBITRATION RESEARCH 1 10000 PART I, LINE 2: GRANT PROPOSALS ARE BROUGHT BEFORE THE ENDOWMENT BOARD AT THEIR QUARTERLY MEETINGS. ONCE THE PROPOSAL IS APPROVED, QUARTERLY PROGRESS REPORTS ARE SUBMITTED TO THE BOARD. 0 0 0 0 0 0 0 0 0 ANJALI JESSERAMSING GENERAL COUNSEL 0 295138 0 0 0 3246 0 15392 0 39286 0 353062 0 0 ANNE B ENOS CHIEF OPERATING OFFICER 0 312133 0 0 0 1230 0 15819 0 5605 0 334787 0 0 THOMAS FISCHETTI CHIEF FINANCIAL OFFICER 0 256734 0 0 0 4486 0 13023 0 14574 0 288817 0 0 PART I, LINE 3 ALL PERSONNEL PROVIDING SERVICES TO THE FUND ARE EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ). THE CHIEF OPERATING OFFICER OF AAJ IS THE TOP MANAGEMENT OFFICIAL OF THE ENDOWMENT. THE COO'S COMPENSATION IS REVIEWED AND APPROVED BY MANAGEMENT, USING COMPARABLE DATA FROM SITES LIKE GUIDESTAR.ORG OR SALARYRATE.COM. FORM 990, PART VI, SECTION A, LINE 1A BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE ENDOWMENT'S DAY-TO-DAY AFFAIRS MAY BE CONDUCTED BY AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE ENDOWMENT'S OFFICERS, THE IMMEDIATE PAST PRESIDENT (PROVIDED THAT HE/SHE IS A MEMBER OF THE BOARD OF DIRECTORS), AND ONE MEMBER OF THE BOARD, WHO IS APPOINTED BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND PERFORM ALL OF THE DUTIES COMMONLY INCIDENT TO AND VESTED IN THE BOARD OF DIRECTORS, EXCEPT THAT THE COMMITTEE SHALL HAVE NO POWER TO AMEND, ALTER, OR REPEAL THE ENDOWMENT'S BYLAWS; ELECT, APPOINT, OR REMOVE ANY MEMBER OF THE COMMITTEE OR ANY ENDOWMENT OFFICER OR DIRECTOR; AMEND THE ENDOWMENT'S ARTICLES OF INCORPORATION; ADOPT A PLAN OF MERGER OR CONSOLIDATION; AUTHORIZE THE SALE, LEASE, EXCHANGE, OR MORTGAGE OF THE ENDOWMENT'S PROPERTY OR ASSETS; AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE ENDOWMENT OR REVOKE PROCEEDINGS THEREFOR; ADOPT A PLAN FOR DISTRIBUTION OF THE ENDOWMENT'S ASSETS; OR AMEND, ALTER, OR REPEAL ANY RESOLUTION OF THE BOARD OF DIRECTORS THAT FORBIDS SUCH ALTERATION, REPEAL, OR AMENDMENT. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ENDOWMENT IS THE AMERICAN ASSOCIATION FOR JUSTICE. FORM 990, PART VI, SECTION A, LINE 7A THE ENDOWMENT'S DIRECTORS ARE ELECTED BY THE BOARD OF GOVERNORS OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ), FROM INDIVIDUALS NOMINATED BY THE ENDOWMENT'S BOARD OF DIRECTORS. ANY VACANCIES THAT MAY OCCUR ON THE BOARD WILL BE FILLED, FOR THE UNEXPIRED TERM, BY THE AAJ BOARD OF GOVERNORS. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENT OR REPEAL OF THE ENDOWMENT'S BYLAWS IS DONE BY THE AFFIRMATIVE VOTE OF THE ENDOWMENT'S BOARD OF DIRECTORS, SUBJECT TO THE RATIFICATION OF THE BOARD OF GOVERNORS OF THE AMERICAN ASSOCIATION FOR JUSTICE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY AAJ'S CFO, COO, AND THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C BECAUSE THE ENDOWMENT IS AN AFFILIATE OF THE AMERICAN ASSOCIATION FOR JUSTICE (AAJ), IT IS COVERED BY AAJ'S CONFLICT OF INTEREST POLICY. FOLLOWING IS THE PROCEDURE EMBODIED IN THAT POLICY: THE GOVERNOR OR ORGANIZATIONAL MANAGER SHALL REVEAL THE POTENTIAL CONFLICT, IN WRITING TO THE AAJ PRESIDENT, UNLESS THE PRESIDENT IS THE GOVERNOR IN QUESTION, IN WHICH CASE IT SHALL BE DISCLOSED TO THE AAJ PRESIDENT ELECT. THE WRITTEN DISCLOSURE SHALL INCLUDE, AT A MINIMUM, THE FOLLOWING: I. THE NATURE OF THE TRANSACTION. II. THE TERMS AND CONDITIONS OF THE TRANSACTION, INCLUDING MONEY OR OTHER BENEFITS FLOWING TO THE GOVERNOR, THE ORGANIZATIONAL MANAGER OR THE OTHER DISQUALIFIED PERSON. III. TO THE EXTENT THAT IT IS A DISQUALIFIED PERSON AND NOT AN ORGANIZATIONAL MANAGER OR GOVERNOR, THE NAME, ADDRESS AND RELATIONSHIP OF THE DISQUALIFIED PERSON TO THE ORGANIZATIONAL MANAGER OR GOVERNOR AND THE EXTENT OF THAT PERSON'S INTEREST IN THE TRANSACTION. IV. ANY OTHER INFORMATION REASONABLY REQUESTED BY THE PRESIDENT OR PRESIDENT ELECT. IN THE EVENT OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN THE AAJ/THE FUND AND ITS GOVERNORS, ORGANIZATIONAL MANAGERS, OR OTHER DISQUALIFIED PERSONS, NO TRANSACTION WILL BE CONSUMMATED IF: I. THE TRANSACTION IS NOT BASED UPON FAIR MARKET VALUE, INCLUDING REASONABLE COMPENSATION WITH RESPECT TO ANY ORGANIZATIONAL MANAGER WHO IS AN EMPLOYEE; OR, II. ANY TRANSACTION IN WHICH THE GOVERNOR, ORGANIZATIONAL MANAGER OR OTHER DISQUALIFIED PERSON RECEIVES A PERCENTAGE OF THE REVENUES OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 15 THE ENDOWMENT DOES NOT HAVE AN EXECUTIVE DIRECTOR, NOR EMPLOYEES. SERVICES ARE PROVIDED BY EMPLOYEES OF THE AMERICAN ASSOCIATION FOR JUSTICE, A RELATED ENTITY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE TO BE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AAJ FOUNDATION 777 6TH STREET NW STE 300 WASHINGTON DC 20001 463159400 SUPPORTING AAJ ACTIVITIES DC 501(C)(3) LINE 7 AMERICAN ASSOCIATION FOR JUSTICE 0 AMERICAN ASSOCIATION FOR JUSTICE 777 6TH STREET NW STE 300 WASHINGTON DC 20001 042114561 PROMOTE A FAIR AND EFFECTIVE JUSTICE SYSTEM DC 501(C)(6) 0 AMERICAN ASSOCIATION FOR JUSTICE EDUCATION FUND 777 6TH STREET NW STE 300 WASHINGTON DC 20001 521105720 EDUCATIONAL FOUNDATION DC 501(C)(3) LINE 10 AMERICAN ASSOCIATION FOR JUSTICE 0 AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE 777 6TH STREET NW STE 300 WASHINGTON DC 20001 526161471 POLITICAL ACTIVITIES DC 527/SSF AMERICAN ASSOCIATION FOR JUSTICE 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0