Totals
- Total revenue
- $123,070
- Total expenses
- $123,132
- Contributions and grants received
- $70,000
- Grants paid
- $100,000
- Program service revenue
- $0
- Investment income
- $53,070
- Other revenue
- $0
- Total assets, end of year
- $1,313,863
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,313,863
- Program services expenses (Part IX)
- $100,000
- Management and general expenses
- $23,132
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $100,000
Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$70,000
-
3 · Investment income
total $22,612 · excluded $22,612
-
7a · Gross sales of assets other than inventory
securities $243,834
-
7b · Less cost or other basis and sales expenses
securities $213,376
-
7c · Gain or loss
securities $30,458
-
7d · Net gain or loss
total $30,458 · excluded $30,458
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $100,000 · program services $100,000
-
11b · Fees: legal
total $2,913 · management and general $2,913
-
11c · Fees: accounting
total $11,800 · management and general $11,800
-
11f · Fees: investment management
total $7,610 · management and general $7,610
-
24a · Other expenses: STATE FILING FEES
total $516 · management and general $516
-
24b · Other expenses: FOREIGN TAXES PAID
total $293 · management and general $293
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $18,514 · end of year $41,236
-
11 · Investments: publicly traded securities
beginning of year $1,598,158 · end of year $1,272,627
-
29 · Capital stock, trust principal or current funds
beginning of year $1,616,672 · end of year $1,313,863
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
SUPPORTING ORGANIZATION PROVIDING SIGNIFICANT SUPPORT FOR A CORE PROGRAM OF A PUBLICLY SUPPORTED CHARITY.
Activities or mission (Part I)
SUPPORTING ORGANIZATION PROVIDING SUPPORT FOR A PROGRAM OF A PUBLICLY SUPPORTED CHARITY.
-
PROVIDING SUBSTANTIAL SUPPORT TO THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES. A $100,000 GRANT WAS MADE IN SUPPORT OF THE SOCIETY'S 2022 NATIONAL STUDENT SYMPOSIUM, WHICH IS A CORE PROGRAM OF THE FEDERALIST SOCIETY.
Expenses $100,000 · Grants $100,000
As filed on the 2022 return.
Listed in Part VII
-
Wayne J Holman IIIWAYNE J HOLMAN III
PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Eugene MeyerEUGENE MEYER
TREASURER/TRUSTEE
- Total calculated
- $753,594
- From this org
- $0
- From related orgs
- $689,585
- Other
- $64,009
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $689,585 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,300 related
- Nontaxable benefits
- $0 + $43,709 related
- Filer's total
- $0 + $753,594 related
-
Lee Liberman OtisLEE LIBERMAN OTIS
SECRETARY/TRUSTEE
- Total calculated
- $433,407
- From this org
- $0
- From related orgs
- $411,625
- Other
- $21,782
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $411,625 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $20,300 related
- Nontaxable benefits
- $0 + $1,482 related
- Filer's total
- $0 + $433,407 related
-
Stephen MooreSTEPHEN MOORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gerard AlexanderGERARD ALEXANDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART II:
- THE HOLMAN SUPPORTING FOUNDATION SUPPORTS A SINGLE PUBLIC CHARITY: THE FEDERALIST SOCIETY (EIN: 36-3235550). AS A SUPPORTED ORGANIZATION, THE FEDERALIST SOCIETY IS PROPERLY LISTED AS A RELATED ENTITY AT SCHEDULE R, PART II. EUGENE MEYER AND LEE LIBERMAN OTIS ARE BOTH COMPENSATED AS OFFICERS OF THE FEDERALIST SOCIETY, HOWEVER 2022 COMPENSATION WAS NOT MADE AVAILABLE FOR THIS FILING. COMPENSATION INFORMATION AVAILABLE ON THE MOST RECENT PUBLIC FORM 990 FILED BY THE FEDERALIST SOCIETY IS RECREATED HERE AS A REASONABLE ESTIMATE.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
FUNDING FOR THE FEDERALIST SOCIETY'S 2022 STUDENT SYMPOSIUM (CORE PROGRAM)
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PRIVATE FOUNDATION - GRANT MAKING · NJ
-
THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES
501(C)(3) · PROMOTES INTELLECTUAL DIVERSITY IN THE LEGAL PROFESSION & COMMUNITY · DC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349309515
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