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)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 522,971 | 494,279 | 465,161 | 428,166 | 567,818 | 2,478,395 |
| 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 | 522,971 | 494,279 | 465,161 | 428,166 | 567,818 | 2,478,395 |
| 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) .. | 1,132,200 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,346,195 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 522,971 | 494,279 | 465,161 | 428,166 | 567,818 | 2,478,395 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 19,921 | 24,050 | 22,899 | 21,073 | 24,212 | 112,155 |
| 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 | 2,597,588 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, 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 2021. 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 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| 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; AND TO PROMOTE THE ADMINISTRATION OF JUSTICE. |
| FORM 990, PAGE 2, PART III, LINE 4B | 2021 ACADEMIC SYMPOSIUM "THE INTERNET AND THE LAW: LEGAL CHALLENGES IN THE NEW DIGITAL AGE" WITH THE CENTER FOR LITIGATION AND COURTS AT UC LAW SF (FORMERLY HASTINGS LAW) ON NOV. 6-7, 2021 IN SAN FRANCISCO. ELEVEN ORIGINAL ACADEMIC PAPERS WERE PREPARED FOR THE SYMPOSIUM, WHICH ADDRESSED THE PROMISES AND CHALLENGES CONFRONTING US IN THE NEW DIGITAL AGE, AND EXAMINED HOW THE AMERICAN JUSTICE SYSTEM CAN PROVIDE BOTH BUSINESS AND CONSUMER SECTIONS WITH TAILORED PROTECTIONS TO WHICH WE HAVE BECOME ACCUSTOMED, AND HELPED DEFINE THE RESPONSIBILITIES OF EACH SECTOR. PANELS ADDRESSED LITIGATION MEETS ARTIFICIAL INTELLIGENCE; PSEUDONYMOUS LITIGATION IN THE AGE OF GOOGLING; INTERNET COMMERCE & PRODUCTS LIABILITY; OBTAINING EVIDENCE IN THE DIGITAL AGE; INTERNET DATA ACCUMULATION AND PROTECTION; AND SOCIAL MEDIA AND THE FIRST AMENDMENT. THE FINAL PAPERS WERE PUBLISHED IN VOLUME 73, ISSUE 5 OF THE UC HASTINGS LAW JOURNAL IN AUGUST 2022. |
| FORM 990, PAGE 2, PART III, LINE 4C | THE INSTITUTE'S 2022 APPELLATE ADVOCACY AWARD WAS PRESENTED TO DEEPAK GUPTA, DENNIS CONNER, AND KYLE FARRAR FOR THEIR WORK ON THE STATE AND FEDERAL LEVEL FOR A CRUCIAL SUPREME COURT VICTORY. FOR THREE DECADES, THE U.S. SUPREME COURT HAS ISSUED A SERIES OF DECISIONS ON PERSONAL JURISDICTION THAT HAVE MADE IT INCREASINGLY HARDER FOR PLAINTIFFS TO HOLD WRONGDOERS ACCOUNTABLE IN COURT. FORD MOTOR CO. V. MONTANA EIGHTH JUDICIAL DISTRICT COURT, 141 S.CT. 1017 (U.S. 2021) REPRESENTS A STUNNING BREAK IN THE COURT'S LONG-RUNNING TREND. THE DECISION AROSE FROM TWO PRODUCTS LIABILITY ACTIONS INVOLVING FORD AUTOMOBILES. THE DRIVER OF ONE CAR DIED IN AN INCIDENT IN MONTANA, AND A PASSENGER IN THE OTHER CAR WAS SEVERELY INJURED IN A COLLISION IN MINNESOTA. THE INJURIES OCCURRED IN THE FORUM STATES, THE VICTIMS WERE RESIDENTS OF THE FORUM STATES, AND FORD DID SUBSTANTIAL BUSINESS IN BOTH STATES, YET IN BOTH CASES FORD MOVED TO DISMISS FOR LACK OF PERSONAL JURISDICTION, ARGUING THAT THE COMPANY HAD DONE NOTHING IN THE FORUM STATES TO CAUSE THE PLAINTIFFS' CLAIMS. DENNIS CONNER REPRESENTED THE PLAINTIFFS WHO PREVAILED IN THE MONTANA LOWER COURTS AND SUPREME COURT; KYLE FARRAR SUCCESSFULLY REPRESENTED PLAINTIFFS IN THE MINNESOTA TRIAL COURT, COURT OF APPEALS, AND SUPREME COURT. FORD APPEALED BOTH STATE COURT DECISIONS TO THE U.S. SUPREME COURT, WHERE THE CASES WERE CONSOLIDATED. DEEPAK GUPTA BRIEFED AND ARGUED THE CONSOLIDATED CASE IN THE SUPREME COURT, FOCUSING ON COMMON SENSE AND THE LACK OF ANY UNFAIRNESS TO FORD. BECAUSE OF THE COVID-19 PANDEMIC, ORAL ARGUMENT WAS HELD BY TELEPHONE, WITHOUT COUNSEL BEING ABLE TO SEE THE JUSTICES. GUPTA ALSO ORGANIZED A POWERFUL AMICUS CURIAE CAMPAIGN, RECRUITING THE MAIN STREET ALLIANCE (A NATIONAL NETWORK OF SMALL BUSINESS COALITIONS), THE NATIONAL ASSOCIATION OF HOME BUILDERS, AND THE ATTORNEYS GENERAL OF 40 STATES AND THE DISTRICT OF COLUMBIA (INCLUDING SOME NOT USUALLY ALLIED WITH CONSUMER INTERESTS). THE RESULT WAS A UNANIMOUS (8-0) DECISION AUTHORED BY JUSTICE ELENA KAGAN THAT CONCLUDED THAT, "WHEN A COMPANY LIKE FORD SERVES A MARKET FOR A PRODUCT IN A STATE AND THAT PRODUCT CAUSES INJURY IN THE STATE TO ONE OF ITS RESIDENTS, THE STATE'S COURTS MAY ENTERTAIN THE RESULTING SUIT." 141 S.CT. AT 1022. THE INSTITUTE RECOGNIZES WITH HIGH DISTINCTION VICTORY IN A PRECEDENT- SETTING EMPLOYEE-RIGHTS CLASS ACTION BY KIMBERLY KRALOWEC. APPLE, INC., ONE OF THE MOST POWERFUL TECHNOLOGY COMPANIES IN THE WORLD, LONG DECLINED TO PAY ITS RETAIL STORE EMPLOYEES FOR THE TIME THEY SPENT WAITING FOR, AND UNDERGOING, MANDATORY SECURITY CHECKS OF THEIR PERSONAL POSSESSIONS WHEN THEY LEFT WORK. THE COMPANY CONTENDED THAT THE EMPLOYEES WERE NOT PERFORMING WORK DURING THAT TIME, AND COULD HAVE AVOIDED THE SECURITY CHECKS BY LEAVING THEIR PERSONAL POSSESSIONS AT HOME. MS. KRALOWEC REPRESENTED APPLE EMPLOYEES IN A WAGE-AND-HOUR CLASS ACTION IN FEDERAL COURT, CHALLENGING THE COMPANY'S POLICY. THE DISTRICT COURT GRANTED SUMMARY JUDGMENT TO APPLE. ON APPEAL, THE NINTH CIRCUIT CERTIFIED QUESTIONS TO THE STATE SUPREME COURT. IN FRLEKIN V APPLE INC., 457 P.3D 526 (CAL. 2020), MS. KRALOWEC SECURED A PRECEDENT-SETTING RULING ON THE SCOPE OF CALIFORNIA'S DEFINITION OF COMPENSABLE "HOURS WORKED." THE CALIFORNIA SUPREME COURT HELD THAT (1) THE TIME EMPLOYEES SPENT ON THE EMPLOYER'S PREMISES WAITING FOR, AND UNDERGOING, MANDATORY EXIT SEARCHES WAS EMPLOYER-CONTROLLED ACTIVITY, AND THEREFORE IT WAS COMPENSABLE AS "HOURS WORKED" WITHIN THE MEANING OF THE "CONTROL" CLAUSE OF THE STATE WAGE ORDER; AND (2) THE DECISION COULD NOT BE LIMITED TO PROSPECTIVE APPLICATION. ON REMAND, THE FEDERAL DISTRICT COURT REVERSED ITS EARLIER DECISION FOR APPLE AND ENTERED SUMMARY JUDGMENT ON LIABILITY FOR THE EMPLOYEES. THE INSTITUTE HELD ITS CIVIL JUSTICE SCHOLARSHIP AWARD -- DESIGNED TO RECOGNIZE OUTSTANDING LEGAL SCHOLARSHIP ON CIVIL JUSTICE ISSUES, AND TO ENCOURAGE SUCH SCHOLARSHIP IN THE FUTURE. THE 2022 AWARD RECIPIENTS WERE PROF. BRIAN FITZPATRICK OF VANDERBILT LAW SCHOOL AND PROF. RICHARD FRANKEL OF DREXEL UNIVERSITY'S THOMAS R. KLINE SCHOOL OF LAW. PROFESSOR FITZPATRICK WAS RECOGNIZED FOR HIS BOOK, THE CONSERVATIVE CASE FOR CLASS ACTIONS (U. CHICAGO PRESS, 2020). IN THE BOOK, HE DEFENDS CLASS ACTION LAWSUITS AGAINST THEIR MOST POWERFUL CRITICS: POLITICAL CONSERVATIVES, CORPORATIONS, AND RELATED INSTITUTIONS. FITZPATRICK CONVINCINGLY ARGUES THAT CLASS ACTIONS ARE THE MOST EFFECTIVE WAY OF ENFORCING LAWS THAT ENSURE A WELL-FUNCTIONING MARKET, INCLUDING LAWS AGAINST CORPORATE MISCONDUCT. HE ALSO ANALYZES MANY POTENTIAL PROBLEMS WITH CLASS ACTIONS AND POTENTIAL WAYS TO IMPROVE THEM. PROFESSOR FRANKEL WAS RECOGNIZED FOR HIS ARTICLE, CORPORATE HOSTILITY TO ARBITRATION (50 SETON HALL L. REV. 707 (2020)), IN WHICH HE EXPOSES INCONSISTENCIES IN THE BEHAVIOR OF CORPORATIONS WITH RESPECT TO MANDATORY ARBITRATION. HE SHOWS THAT THEY CAN, AND DO, USE THEIR DRAFTING POWER TO EXCLUDE PARTICULAR CLAIMS FROM ARBITRATION IN ORDER TO SERVE THEIR SELF- INTEREST, WHILE THE FEDERAL ARBITRATION ACT PROHIBITS STATES FROM REGULATING ARBITRATION FOR THOSE SAME REASONS. THE INSTITUTE ALSO RECOGNIZED LAW REVIEW ARTICLES FOR HIGH DISTINCTION AMONG THE 49 NOMINATIONS RECEIVED. PROFESSOR BROOKE COLEMAN OF SEATTLE UNIVERSITY SCHOOL OF LAW IS RECOGNIZED FOR HER ARTICLE SOWHITEMALE: FEDERAL CIVIL RULEMAKING (113 NW. U. L. REV. 407 (2018)) IN WHICH SHE ADDRESSES GENDER AND RACIAL INEQUALITY IN THE RULEMAKING PROCESS, ASKING MEMBERS OF THE LEGAL PROFESSION TO RECOGNIZE, ACCOUNT FOR, AND ADDRESS INSTITUTIONAL SEXISM AND RACISM. PROFESSOR DAVID NOLL OF RUTGERS LAW SCHOOL IS RECOGNIZED FOR HIS ARTICLE ARBITRATION CONFLICTS (103 MINN. L. REV. 665 (2018)), IN WHICH HE EXPLORES THE QUESTION OF HOW THE FEDERAL ARBITRATION ACT (FAA) RELATES TO OTHER FEDERAL LAWS, WHICH PROVIDE SOME OF THE MOST IMPORTANT CHECKS ON THE USE OF ARBITRATION TO BLOCK AGGREGATE LITIGATION AND HIDE EVIDENCE OF WRONGDOING FROM PUBLIC SCRUTINY. |
| FORM 990, PAGE 2, PART III, LINE 4D | THE INSTITUTE HELD ITS SECOND WEBINAR FOR ATTORNEYS IN PARTNERSHIP WITH THE NATIONAL COLLEGE OF ADVOCACY, AS A FOLLOW-UP TO THE 2021 JUDGES FORUM. "ACHIEVING FAIRNESS IN CIVIL JURY TRIALS: JURIES, BATSON, AND BEYOND" WEBINAR FOR ATTORNEYS WAS HELD VIA LIVE WEBCAST ON OCTOBER 27, 2021 AND ADDRESSED AVOIDING REHABILITATING JURORS WHO INDICATE BIAS; STRIKING JURORS FOR CAUSE; AND THE ROLE OF IMPLICIT BIAS IN USING PREEMPTORY CHALLENGES IN A NON-BIASED MANNER. |
| 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 50,001 0 0 CONTRACTED LABOR 52,110 589 2,512 OTHER PROFESSIONAL 0 9,375 5,048 TOTAL 102,111 9,964 7,560 |
| Software ID: | |
| Software Version: |