2024-08-26T08:51:40-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2023-01-01 521851347 HOLMAN SUPPORTING FOUNDATION INC HOLM 6094523156 650 COLLEGE ROAD EAST SUITE 4000 PRINCETON NJ 08540 WAYNE J HOLMAN III PRESIDENT 6094523156 2024-08-13 1 1 ASHLEY BARBER CPA P01392015 2159720701 2024-08-12 2023 2024-08-08 14:25:15Z WAYNE J HOLMAN III 55 EAST PEARSON STREET APT 5006/7 CHICAGO IL 60611 520623 0 X N/A X 1993 DE SUPPORTING ORGANIZATION PROVIDING SUPPORT FOR A PROGRAM OF A PUBLICLY SUPPORTED CHARITY. 5 3 0 0 0 0 70000 70000 0 0 53070 92027 0 0 123070 162027 100000 100000 0 0 0 0 0 0 0 23132 15004 123132 115004 -62 47023 1313863 1550836 0 0 1313863 1550836 SUPPORTING ORGANIZATION PROVIDING SIGNIFICANT SUPPORT FOR A CORE PROGRAM OF A PUBLICLY SUPPORTED CHARITY. 0 0 100000 100000 PROVIDING SUBSTANTIAL SUPPORT TO THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES. A $100,000 GRANT WAS MADE IN SUPPORT OF THE SOCIETY'S 2023 NATIONAL STUDENT SYMPOSIUM, WHICH IS A CORE PROGRAM OF THE FEDERALIST SOCIETY. 100000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 DE X BAKER TILLY US LLP 2159995724 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 WAYNE J HOLMAN III PRESIDENT/TRUSTEE 1.00 X X 0 0 0 EUGENE MEYER TREASURER/TRUSTEE 1.00 X X 0 689585 0 LEE LIBERMAN OTIS SECRETARY/TRUSTEE 1.00 X X 0 411625 0 STEPHEN MOORE TRUSTEE 1.00 X 0 0 0 GERARD ALEXANDER TRUSTEE 1.00 X 0 0 0 0 1101210 0 0 0 1 0 0 70000 70000 34622 34622 416001 358596 57405 57405 57405 162027 0 0 92027 100000 100000 7311 7311 7633 7633 FOREIGN TAXES PAID 60 60 115004 100000 15004 0 41236 56658 1272627 1494178 1313863 1550836 0 0 X 1313863 1550836 0 0 0 0 1313863 1550836 1313863 1550836 47023 189950 0 X 1 X 0 0 0 X X X 1 THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLCY STUDIES 363235550 7 1 100000 0 1 100000 0 1 0 0 0 0 0 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 0 0 0 1398458 0 14718 0 0 0 1413176 0 0 0 0 1413176 0 21198 0 1391978 0 48719 0 0 0 48719 0 0 0 48719 48719 0 48719 100000 0 0 0 0 0 100000 100000 48719 100.000000000000 48719 0 100000 100000 100000 100000 100000 500000 0 48719 51281 400000 100000 0 100000 0 0 500000 100000 100000 100000 100000 100000 PART IV, SECTION D, LINE 3: THE HOLMAN SUPPORTING FOUNDATION'S SUPPORTED ORGANIZATION IS THE FEDERALIST SOCIETY, WHOSE PRESIDENT IS EUGENE MEYER AND SENIOR VICE PRESIDENT IS LEE LIBERMAN OTIS. BOTH MR. MEYER AND MS. OTIS ALSO SERVE ON THE FEDERALIST SOCIETY'S BOARD OF DIRECTORS. SINCE 1994, MR. MEYER AND MS. OTIS HAVE SERVED AND HAD A SIGNIFICANT VOICE ON THE HOLMAN SUPPORTING FOUNDATION BOARD OF DIRECTORS. MR. MEYER HAS ALSO PLAYED A MAJOR ROLE IN FORMULATING THE HOLMAN SUPPORTING FOUNDATION'S INVESTMENT POLICIES, OVERSEEING INVESTMENTS AND DIRECTING THE USE OF THE HOLMAN SUPPORTING FOUNDATION'S INCOME AND ASSETS. SINCE 1994, ALL OF THE HOLMAN SUPPORTING FOUNDATION'S GRANTS HAVE BEEN DIRECTED TO PROVIDING SIGNIFICANT FUNDING FOR THE FEDERALIST SOCIETY'S ANNUAL STUDENT SYMPOSIUM, ITS CORE EDUCATIONAL PROGRAM. MORE SPECIFICALLY: * BOTH MR. MEYER AND MS. OTIS SERVE ON THE FIVE MEMBER BOARD OF DIRECTORS OF THE HOLMAN SUPPORTING FOUNDATION AND REGULARLY ATTEND AND PARTICIPATE AT BOARD MEETINGS. * MR. MEYER IS TREASURER AND ALSO CHAIRS THE INVESTMENT COMMITTEE, WHICH PREPARED THE HOLMAN SUPPORTING FOUNDATION'S INVESTMENT POLICIES THAT WERE ADOPTED BY THE BOARD, AND WHICH MEETS REGULARLY TO REVIEW THE HOLMAN SUPPORTING FOUNDATION'S INVESTMENT PERFORMANCE. * MR. MEYER PROVIDES THE INVESTMENT COMMITTEE REPORTS AND RECOMMENDATIONS TO THE HOLMAN SUPPORTING FOUNDATION BOARD OF DIRECTORS. * MR. MEYER SENDS COMPREHENSIVE WRITTEN REPORTS TO THE DIRECTORS OF THE HOLMAN SUPPORTING FOUNDATION FOLLOWING EACH FEDERAL SOCIETY STUDENT SYMPOSIUM. * MR. MEYER SENDS DETAILED FUNDING REQUESTS TO THE DIRECTORS OF THE HOLMAN SUPPORTING FOUNDATION EACH YEAR. * AT ITS ANNUAL MEETING, MR. MEYER AND MS. OTIS FULLY INFORM THE BOARD OF THE HOLMAN SUPPORTING FOUNDATION CONCERNING THE PRIOR YEAR'S STUDENT SYMPOSIUM AND PLANS FOR THE UPCOMING SYMPOSIUM AND THE FEDERALIST SOCIETY'S BUDGETED FUNDING NEEDS. PART V, SECTION D, LINE 8: SUPPORTED ORGANIZATION: THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLCY STUDIES. THE SUPPORTING ORGANIZATION MEETS BOTH THE ATTENTIVENESS AND RESPONSIVENESS TESTS. PLEASE REFER TO SUPPLEMENTAL INFORMATION FOR PART IV, SECTION D LINE 3 FOR ADDITIONAL INFORMATION ON MEETING BOTH THE ATTENTIVENESS AND RESPONSIVENESS TESTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES 1015 18TH STREET NW WASHINGTON DC 20036 363235550 501(C)(3) 100000 0 CASH N/A FUNDING FOR THE FEDERALIST SOCIETY'S 2023 STUDENT SYMPOSIUM (CORE PROGRAM) 1 0 PART I, LINE 2: THE FOUNDATION REQUIRES A DETAILED REPORT FROM THE FEDERALIST SOCIETY ABOUT THE STUDENT SYMPOSIUM AND THE USE OF THE FUNDS. 0 0 0 0 0 0 0 0 0 EUGENE MEYER TREASURER/TRUSTEE 0 689585 0 0 0 0 0 20300 0 43709 0 753594 0 0 LEE LIBERMAN OTIS SECRETARY/TRUSTEE 0 411625 0 0 0 0 0 20300 0 1482 0 433407 0 0 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 2023 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT FOR MANAGEMENT REVIEW. ONCE COMPLETED, THE FORM 990 IS REVIEWED BY THE PRESIDENT AND SUPPLIED TO THE GOVERNING BOARD BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE HOLMAN FOUNDATION INC 650 COLLEGE ROAD EAST SUITE 4000 PRINCETON NJ 08540 223127387 PRIVATE FOUNDATION - GRANT MAKING NJ 501(C)(3) PF N/A 0 THE FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY STUDIES 1015 18TH STREET NW WASHINGTON DC 20036 363235550 PROMOTES INTELLECTUAL DIVERSITY IN THE LEGAL PROFESSION & COMMUNITY DC 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0