Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 541,239 | 515,604 | 522,971 | 494,279 | 465,161 | 2,539,254 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 541,239 | 515,604 | 522,971 | 494,279 | 465,161 | 2,539,254 |
| 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).. | 1,125,017 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,414,237 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 541,239 | 515,604 | 522,971 | 494,279 | 465,161 | 2,539,254 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 12,713 | 16,780 | 19,921 | 24,050 | 22,899 | 96,363 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 2,647,397 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | 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 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 organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 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. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 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 | ||
| 7Total 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 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE OBJECTIVES AND GOALS OF THE INSTITUTE SHALL BE TO RECEIVE AND ADMINISTER FUNDS FOR THE PURPOSE OF PROVIDING AND SUPPORTING EDUCATIONAL PROGRAMS FOR LAWYERS AND MEMBERS OF THE JUDICIARY, CONFERENCES AND PUBLICATIONS WHICH WILL ADVANCE THE STUDY AND SCIENCE OF JURISPRUDENCE; TO PROMOTE THE ADMINISTRATION OF JUSTICE; AND TO OTHERWISE HONOR THE LIFE AND WORK OF DEAN ROSCOE POUND THROUGH SCHOLARLY ENDEAVORS DEDICATED TO IMPROVING OUR LEGAL SYSTEM THROUGH THE APPLICATION OF INTERDISCIPLINARY KNOWLEDGE AND SKILLS. |
| FORM 990 | FORM 990, PART IX, LINE 18: THE FOLLOWING PUBLIC OFFICIALS RECEIVED REIMBURSEMENTS FOR TRAVEL-RELATED EXPENSES IN THE AMOUNTS DISCLOSED BELOW: HON. BARBARA SWINTON - 1,143 HON. GREGORY K. ORME - 1,045 HON. JAMES W. KITCHENS - 1,452 HON. JOSHUA PAUL DAVIS - 1,443 HON. LANA MYERS - 1,217 HON. RENEE WORKE - 1,296 |
| FORM 990, PAGE 2, PART III, LINE 4B | ACADEMIC SYMPOSIUM ON "CLASS ACTIONS, MASS TORTS, AND MDLS: THE NEXT 50 YEARS" IN PARTNERSHIP WITH LEWIS & CLARK LAW SCHOOL ON NOV. 1-2, 2019 IN PORTLAND,OR. LEGAL ACADEMICS WHO WROTE PAPERS OR PARTICIPATED INCLUDE: LYNN BAKER (TEXAS); ROBERT BONE (TEXAS); ZACHARY CLOPTON (NORTHWESTERN); JOSHUA DAVIS(SAN FRANCISCO); BRIAN FITZPATRICK (VANDERBILT); SAMUEL ISSACHAROFF (NYU); ROBERT KLONOFF (LEWIS & CLARK); ALEXANDRA LAHAV (CONNECTICUT); DAVID MARCUS(UCLA); ARTHUR MILLER (NYU); ALAN MORRISON (GW); DAVID NOLL (RUTGERS); TEDDY RAVE (HOUSTON); JUDITH RESNIK (YALE); BRIANA ROSENBAUM (TENNESSEE); ADAM STEINMAN (ALABAMA); AND BETH THORNBURG (SMU). JUDICIAL FACULTY INCLUDE OREGON SUPREME COURT JUSTICE THOMAS A. BALMER; NORTHERN DISTRICT OF ILLINOIS JUDGE ROBERT M. DOW JR., A MEMBER OF THE JUDICIAL CONFERENCE ADVISORY COMMITTEE ON CIVIL RULES AND CHAIR OF ITS RULE 23 AND MDL RULES SUBCOMMITTEES; HON. ROBERT B. FREEDMAN (RET.) FORMERLY OF THE SUPERIOR COURT OF CALIFORNIA, COUNTY OF ALAMEDA; AND HON. DAVID R. HERNDON (RET.) OF THE SOUTHERN DISTRICT OF ILLINOIS. ATTORNEYS WHO CO-WROTE PAPERS OR PARTICIPATED INCLUDE JENNIE LEE ANDERSON OF SAN FRANCISCO; LORI ANDRUS OF SAN FRANCISCO; JENNIFER BENNETT OF OAKLAND; ELIZABETH CABRASER OF SAN FRANCISCO; SARAH CROOKS OF PORTLAND; SINDHU DANIEL OF DALLAS; BRIAN DEVINE OF SAN FRANCISCO; STEVE HERMAN OF NEW ORLEANS; JOCELYN LARKIN OF SAN FRANCISCO; ELLEN RELKIN OF NEW YORK CITY; GERSON SMOGER OF DALLAS; AND DAVID SUGERMAN OF PORTLAND, OR. THE 11 PAPERS HAVE BEEN PUBLISHED IN VOLUME 24, ISSUE 2 OF THE LEWIS & CLARK LAW REVIEW (2020). |
| FORM 990, PAGE 2, PART III, LINE 4C | RESEARCH AND AWARDS: THE APPELLATE ADVOCACY AWARD STRIVES TO RECOGNIZE EXCELLENCE IN APPELLATE ADVOCACY IN AMERICA BY WAY OF SECURING A FINAL APPELLATE COURT DECISION WITH SIGNIFICANT IMPACT ON THE RIGHT TO TRIAL BY JURY, PUBLIC HEALTH AND SAFETY, CONSUMER RIGHTS, CIVIL RIGHTS, ACCESS TO JUSTICE IN CIVIL CASES, OR OTHER ISSUES RELEVANT TO THE WORK OF THE POUND INSTITUTE. THE 2020 AWARD WAS PRESENTED TO TWO RECIPIENTS: 1.) MATTHEW WESSLER FOR HIS U.S. SUPREME COURT VICTORY INTEL CORP. INV. POLICY COMM. V. SULYMA, 140 S. CT. 768 (2020), IN WHICH A UNANIMOUS SUPREME COURT RULED THAT RETIREES COMPLAINING OF A BREACH OF FIDUCIARY DUTY, LEADING TO IMPRUDENT INVESTMENTS, WERE ALLOWED ADDITIONAL TIME TO FILE THEIR ACTIONS (WITHIN SIX YEARS OF LEARNING OF THE BREACH, INSTEAD OF THREE YEARS). THIS DECISION MADE IT EASIER FOR WORKERS AND THEIR FAMILIES TO SEEK REDRESS FROM EMPLOYERS FOR TAKING EXCESSIVE RISKS WITH THEIR RETIREMENT SAVINGS, REJECTING THE VIEW THAT THE TIMING OF SUCH SUITS IS TRIGGERED BY MERE RECEIPT OF DENSE FINANCIAL DISCLOSURES; AND 2.) THE TEAM OF PUBLIC JUSTICE ATTORNEYS PAUL BLAND, KARLA GILBRIDE, LEAH M. NICHOLLS, ELLEN NOBLE, AND JENNIFER BENNETT (NOW OF GUPTA WESSLER) FOR THEIR U.S. SUPREME COURT VICTORY IN HOME DEPOT USA V. JACKSON139 S. CT. 1743 (2019), IN WHICH AN UNUSUAL COALITION OF JUSTICES FOUND THAT A THIRD-PARTY COUNTERCLAIM DEFENDANT MAY NOT REMOVE A CASE TO FEDERAL COURT, EITHER UNDER THE GENERAL FEDERAL REMOVAL PROVISIONS OR UNDER THE CLASS ACTION FAIRNESS ACT'S REMOVAL PROVISION, 28 U.S.C. 1453. THE DECISION IS SIGNIFICANT IN THAT IT ALLOWS MORE CONSUMERS TO SUE IN STATE COURTS, AND AVOID REMOVAL TO FEDERAL COURT-A COMMON TACTIC EMPLOYED BY DEFENDANTS IN SUCH CASES |
| FORM 990, PAGE 2, PART III, LINE 4D | THE INSTITUTE HELD ITS SECOND ANNUAL CIVIL JUSTICE SCHOLARSHIP AWARD -- DESIGNED TO RECOGNIZE OUTSTANDING LEGAL SCHOLARSHIP ON CIVIL JUSTICE ISSUES, AND TO ENCOURAGE SUCH SCHOLARSHIP IN THE FUTURE. THE 2020 CIVIL JUSTICE SCHOLARSHIP AWARD WAS AWARDED TO TWO RECIPIENTS: PROFESSOR ZACHARY CLOPTON OF NORTHWESTERN PRITZKER SCHOOL OF LAW FOR HIS ARTICLE "PROCEDURAL RETRENCHMENT AND THE STATES," 106 CALIF. L. REV 411 (2018), IN WHICH HE EVALUATED POSSIBLE STATE-COURT AND STATE-ENFORCEMENT RESPONSES TO THE ROBERTS COURT'S RECENT PROCEDURAL DECISIONS, AND SUGGESTED FURTHER INTERVENTIONS BY STATE COURTS AND PUBLIC ENFORCERS THAT COULD OFFSET THE RECENT REGRESSION IN ACCESS TO JUSTICE; AND PROFESSOR ADAM STEINMAN OF THE UNIVERSITY OF ALABAMA SCHOOL OF LAW FOR HIS ARTICLE "ACCESS TO JUSTICE, RATIONALITY, AND PERSONAL JURISDICTION," 71 VAND. L. REV. 1401 (2018), IN WHICH HE ANALYZED THE UNITED STATES SUPREME COURT'S RECENT DECISIONS ON PERSONAL JURISDICTION IN CIVIL LITIGATION, EXAMINED THE SITUATIONS WHERE PERSONAL JURISDICTION DOCTRINE IS MOST LIKELY TO THREATEN ACCESS TO JUSTICE AND THE ENFORCEMENT OF SUBSTANTIVE LAW, AND PROPOSED WAYS TO WORK WITHIN THE COURT'S CASE LAW TO PRESERVE MEANINGFUL ACCESS AND ENFORCEMENT. HIGH DISTINCTION RECOGNITION WAS AWARDED TO PROF. DEBORAH BRAKE OF THE UNIVERSITY OF PITTSBURGH SCHOOL OF LAW FOR HER ARTICLE, "THE SHIFTING SANDS OF EMPLOYMENT DISCRIMINATION: FROM UNJUSTIFIED IMPACT TO DISPARATE TREATMENT IN PREGNANCY AND PAY," 105 GEO. L. J. 559 (2017), ADDRESSING ONE OF THE MOST FRUSTRATING ASPECTS OF EMPLOYMENT DISCRIMINATION LAW, PAY DISCRIMINATION. BRAKE ARGUES FOR USING RECENT DEVELOPMENTS IN THE LAW OF PREGNANCY DISCRIMINATION TO SHIFT THE UNDERSTANDING OF DISCRIMINATORY INTENT IN THE JURISPRUDENCE OF EQUAL PAY." 2020 TWIGGS LECTURE ON LEGAL PROFESSIONALISM -- WAS DELIVERED BY PROFESSOR JEFFREY J. RACHLINSKI OF CORNELL LAW SCHOOL ON THE TOPIC "HOW IMPLICIT BIAS AFFECTS THE COURTROOM" VIA LIVE WEBCAST ON WEDNESDAY, JULY 15, 9:50-10:50 AM EDT, DURING THE AAJ ANNUAL CONVENTION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE TAX RETURN IN PROVIDED TO THE POUND OFFICERS AND THE FINANCIAL OVERSIGHT COMMITTEE FOR REVIEW BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE INSTITUTE'S EXECUTIVE DIRECTOR'S COMPENSATION IS SET BY THE INSTITUTE'S BOARD OF TRUSTEES AT ITS ANNUAL MEETING. THE TRUSTEES REVIEW THE DIRECTOR'S PERFORMANCE FOR THE PAST YEAR, RELY ON PAST EXPERIENCE WITH PREVIOUS EXECUTIVE DIRECTORS TO DETERMINE A REASONABLE SALARY INCREASE, AND MAKE A WRITTEN RECORD OF THEIR DETERMINATION AND DECISION. |
| FORM 990, PAGE 6, PART VI, LINE 17 | MICHIGAN, MINNESOTA, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEVADA, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, UTAH, VIRGINIA, WASHINGTON, DIST OF COLUMBIA |
| FORM 990, PAGE 6, PART VI, LINE 19 | THIS MATERIAL IS AVAILABLE TO ALL OFFICERS AND TRUSTEES, BUT IS NOT MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | CONSULTING 47,500 0 0 CONTRACTED LABOR 60,800 6,079 9,120 TOTAL 108,300 6,079 9,120 |
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| Software Version: |