2025-02-27T22:33:23-06:00 2024-06-30 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2023-07-01 362384321 AMERICAN BAR ENDOWMENT AMER 3129886400 321 N CLARK STREET 1400 CHICAGO IL 606547648 DANA HILL EXECUTIVE DIRECTOR 3129886400 2025-02-25 1 1 REBEKUH ELEY P01247672 3126343400 2025-02-25 2023 2025-03-06 01:10:19Z DANA HILL 321 N CLARK STREET 1400 CHICAGO IL 606547648 86254919 0 X WWW.ABENDOWMENT.ORG X 1942 IL SEE SCHEDULE O FOR COMPLETE STATEMENT OF PURPOSE.THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, LITERARY, RELIGIOUS, AND SCIENTIFIC PURPOSES INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3). WITHIN THE FOREGOING, THE CORPORATION'S PURPOSES IN PART ARE TO ADVANCE LEGAL STUDY AND RESEARCH AND TO PROMOTE THE ADMINISTRATION OF JUSTICE AND UNIFORMITY OF JUDICIAL DECISION THROUGHOUT THE UNITED STATES. 14 14 12 14 247739 206105 8528933 8904419 0 0 15630898 6916958 111757 811470 24271588 16632847 7710731 8065750 0 0 1364154 1137069 0 0 49551 2420448 3178810 11495333 12381629 12776255 4251218 190147745 207097319 25778277 17801723 164369468 189295596 THE CORPORATION'S PURPOSES ARE TO ADVANCE LEGAL STUDY AND RESEARCH TO PROMOTE THE ADMINISTRATION OF JUSTICE AND UNIFORMITY OF JUDICIAL DECISION THROUGHOUT THE UNITED STATES. 0 0 8196667 8065750 0 UNRESTRICTED GRANTS TO THE AMERICAN BAR FOUNDATION AND THE ABA FUND FOR JUSTICE AND EDUCATION IN SUPPORT OF THEIR RESEARCH, PUBLIC SERVICE, AND EDUCATIONAL PROJECTS AND PROGRAMS. ALSO OPPORTUNITY GRANTS TO A NUMBER OF PRIMARILY COMMUNITY-BASED 501(C)(3) LEGAL SERVICE PROVIDERS. 1740797 0 0 INSURANCE PROGRAMS OPERATED TO PRODUCE CONTRIBUTIONS. 9937464 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 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 1 1 0 0 1 10 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT IL KS MA MI MN MS NH NJ NY NC ND OK OR PA TN UT VA WI X DANA HILL 3129886400 321 N CLARK STREET 1400 CHICAGO IL 606547648 X HOWARD H VOGEL PRESIDENT 1.00 0.00 X X 0 0 0 HON LORA J LIVINGSTON VICE PRESIDENT 1.00 0.00 X X 0 0 0 HILARIE BASS TREASURER 1.00 0.00 X X 0 0 0 TOMMY D PRESTON JR SECRETARY 1.00 0.00 X X 0 0 0 MICHELLE A BEHNKE DIRECTOR 1.00 0.00 X 0 0 0 ROBERT M CARLSON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL E FLOWERS DIRECTOR 1.00 0.00 X 0 0 0 TRACY A GILES DIRECTOR 1.00 0.00 X 0 0 0 ROBERTA B LIEBENBERG DIRECTOR 1.00 0.00 X 0 0 0 RANDALL D NOEL DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA LEE REFO DIRECTOR 1.00 0.00 X 0 0 0 KEVIN L SHEPHERD DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH ENIX-ROSS EX OFFICIO 1.00 0.00 X 0 0 0 FRANK H LANGROCK EX OFFICIO 1.00 0.00 X 0 0 0 JOANNE MARTIN EXEC DIR UNTIL 9/1/23, CONSULTANT UNTIL 10/1/23 37.50 0.00 X 352898 0 17605 DANIEL WOLTERINK DATA PROCESSING MANAGER 37.50 0.00 X 110424 0 4737 463322 0 22342 2 0 1 0 ZEISGROUP 13205 MANCHESTER ROAD SUITE 410 SAINT LOUIS MO 63131 PROMOTIONAL SERVICES 536136 SASS ADVISORS 12 W PARKWAY PLACE HOLMDEL NJ 07733 CONSULTING SERVICES 168000 RSM US LLP 30 S WACKER DR CHICAGO IL 60606 AUDIT AND TAX SERVICES 147453 3 8904419 8904419 4086616 97907 3988709 72452414 69622072 2830342 2830342 2830342 PENSION INCOME 900099 680905 680905 PLR SERVICE CHARGE 900099 144442 144442 SERVICES TO ALIP 900099 5390 5390 -19267 -19267 811470 16632847 0 247739 7480689 8065750 8065750 511080 255540 255540 478384 303936 164238 10210 11167 7153 3776 238 75053 45260 28622 1171 61385 35092 25626 667 205109 198102 7007 38811 38811 295247 295247 587239 587239 184667 175125 9407 135 578935 551185 27750 192238 144366 47729 143 46132 8751 37381 339870 189390 148377 2103 4559 4559 331255 331255 20436 11474 8835 127 76881 76881 PLR SERVICE CHARGE 144442 144442 TAXES CURRENT YEAR 53010 53010 PREMIUM 17036 17036 62943 62943 12381629 9937464 2394614 49551 7331365 1506263 116205 15000 40213 70027 289872 257368 21061 32504 179341447 201569117 457030 421587 2840424 3482821 190147745 207097319 12668139 4919252 9236858 9508679 3873280 3373792 25778277 17801723 X 160339461 184894395 4030007 4401201 164369468 189295596 190147745 207097319 4251218 13217205 7457705 0 X 0 1 X 1 0 X 6803570 7024291 5772001 8528933 8904419 37033214 6803570 7024291 5772001 8528933 8904419 37033214 37033214 3513532 2561202 3468187 4046377 3988709 17578007 132846 137937 177854 168158 206105 822900 1857 628591 39858 1366 697081 1368753 56802874 0.65200 0.65190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ALL OTHER REVENUE - 2019 AMOUNT: $ 1,857. 2020 AMOUNT: $ 489,873. 2021 AMOUNT: $ 820. 2022 AMOUNT: $ 1,366. 2023 AMOUNT: $ 16,176. ALIP NET INCOME - 2020 AMOUNT: $ 138,718. 2021 AMOUNT: $ 39,038. PENSION INCOME - 2023 AMOUNT: $ 680,905. 20 27250 105750 1209739 1 1 1 -6766 17425706 17442741 -23801 0 170745542 8877169 19908518 7960000 1727272 1768593 188075364 159329736 8675932 13510656 7657710 1760924 1352148 170745542 175526309 5689501 -9871156 7667176 3189769 1157973 159329736 138837164 7386575 39880001 7272903 2135049 1169479 175526309 138898799 8052983 2413117 7158514 2300708 1068513 138837164 0.97660 0.02340 0.00000 0 0 289872 257368 32504 32504 ALLOWANCE FOR REFUNDS OF DIVIDENDS 2802353 PENSION LIABILITY 571439 3373792 X PART V, LINE 4: TO MAKE GRANTS IN FURTHERANCE OF ITS PURPOSES. PART X, LINE 2: THE ENDOWMENT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ENDOWMENT'S TAX-EXEMPT PURPOSES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ENDOWMENT FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ENDOWMENT MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ENDOWMENT AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES DURING THE REPORTING PERIODS COVERED BY THESE CONSOLIDATED FINANCIAL STATEMENTS. 1 ABA FUND FOR JUSTICE & EDUCATION 321 N CLARK STREET CHICAGO IL 60654 366110299 501(C)(3) 3830000 0 UNRESTRICTED,SUPPORTS LAW-RELATED PROJECTSAND PROGRAMS AMERICAN BAR FOUNDATION 750 N LAKE SHORE DRIVE CHICAGO IL 60611 366110271 501(C)(3) 3830000 0 UNRESTRICTED,SUPPORTS LAW-RELATED PROJECTSAND PROGRAMS CALIFORNIA COLLABORATIVE FOR IMMIGRANT JUSTICE 1999 HARRISON ST STE 1800 OAKLAND CA 94612 852856613 501(C)(3) 25000 0 GENERAL SUPPORT CHABAD LUBAVITCH OF THE LEHIGH VALLEY 4457 CRACKERSPORT RD ALLENTOWN PA 18104 233099157 501(C)(3) 10000 0 GENERAL SUPPORT CODE THE DREAM 201 W MAIN ST STE 100 PMB003 DURHAM NC 27701 263275886 501(C)(3) 25000 0 GENERAL SUPPORT CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE SUITE 1100N BETHESDA MD 20814 131930701 501(C)(3) 17000 0 GENERAL SUPPORT DC REFERS 1629 K ST NW SUITE 300 WASHINGTON DC 20006 820910236 501(C)(3) 15000 0 GENERAL SUPPORT HOME IS HERE NOLA 1610 ORETHA CASTLE HALEY BLVD NEW ORLEANS LA 70113 883206221 501(C)(3) 25000 0 GENERAL SUPPORT IDEAS42 80 BROAD STREET 30TH FLOOR NEW YORK NY 10004 271678009 501(C)(3) 25000 0 GENERAL SUPPORT MOUNT VERNON LADIES' ASSOCIATION OF THE UNION PO BOX 110 MOUNT VERNON VA 22121 540564701 501(C)(3) 25000 0 GENERAL SUPPORT NATIONAL ASSOCIATION OF COUNSEL FOR CHILDREN 899 N LOGAN STREET SUITE 208 DENVER CO 80203 840743810 501(C)(3) 25000 0 GENERAL SUPPORT NATIONAL CENTER FOR VICTIMS OF CRIME INC 3118 WASHINGTON BLVD PO BOX 101207 ARLINGTON VA 22201 300022798 501(C)(3) 20500 0 GENERAL SUPPORT NEIGHBORHOOD CHRISTIAN LEGAL CLINIC INC 3333 N MERIDIAN STREET SUITE 201 INDIANAPOLIS IN 46208 351916572 501(C)(3) 23500 0 GENERAL SUPPORT PARTNERS FOR JUSTICE 244 FIFTH AVENUE SUITE R277 NEW YORK NY 10001 821202125 501(C)(3) 25000 0 GENERAL SUPPORT PRO BONO NET 228 PARK AVE S PMB 90360 NEW YORK NY 10003 134019162 501(C)(3) 25000 0 GENERAL SUPPORT START SMALL THINK BIG INC 132 WEST 31ST ST 9TH FLOOR NEW YORK NY 10001 271821066 501(C)(3) 20500 0 GENERAL SUPPORT THE RIGHT TO IMMIGRATION INSTITUTE 14B FELTON STREET WALTHAM MA 02453 814220881 501(C)(3) 25000 0 GENERAL SUPPORT WOMEN ON THE RISE GA 1005 VIRGINIA AVE SUITE 325 HAPEVILLE GA 30354 814828140 501(C)(3) 20500 0 GENERAL SUPPORT 18 0 PART I, LINE 2: THE ABE RECEIVES QUARTERLY WRITTEN REPORTS AND ORAL PRESENTATIONS FROM ITS PRINCIPAL GRANTEES AT ABE BOARD MEETINGS WITH REGARD TO THE PROPOSED AND ACTUAL USE OF GRANT FUNDS. ABE ALSO RECEIVES ANNUAL FINANCIAL REPORTS FROM THE PRINCIPAL GRANTEES. OPPORTUNITY GRANT RECIPIENTS SUBMIT INTERIM AND FINAL REPORTS ON THE USE OF ABE GRANT FUNDS. X X 0 0 0 0 0 0 0 1 0 JOANNE MARTIN EXEC DIR UNTIL 9/1/23, CONSULTANT UNTIL 10/1/23 352455 0 0 0 443 0 6917 0 10688 0 370503 0 0 0 PART I, LINE 7 NON-FIXED BONUSES WERE AWARDED BASED ON THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ABE ARE, (A) THE PERSONS WHO CONSTITUTE THE MEMBERS IN GOOD STANDING OF THE AMERICAN BAR ASSOCIATION AND (B) THE INDIVIDUALS WHO ARE MEMBERS OF CERTAIN OTHER ASSOCIATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS MADE UP OF 14 DIRECTORS, 10 OF WHOM ARE ELECTED BY THE ABE'S MEMBERS. TWO OF THE ABE'S DIRECTORS ARE APPOINTED BY THE BOARD OF GOVERNORS OF THE AMERICAN BAR ASSOCIATION. TWO OF THE ABE'S DIRECTORS ARE APPOINTED BY THE PRESIDENT OF THE AMERICAN BAR ASSOCIATION FROM AMONG THE THEN-SERVING OFFICERS OF THE AMERICAN BAR ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS OF THE ABE MUST BE APPROVED BY A MAJORITY VOTE OF THE MEMBERS OF THE ABE PRESENT AT ANY ANNUAL OR SPECIAL MEETINGS OF THE MEMBERS. ADDITIONALLY, BOARD MEMBERS ARE ELECTED IN ACCORDANCE WITH PART VI, SECTION A, LINE 7A. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO ALL THE MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL ABE BOARD MEMBERS MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM IN ACCORDANCE WITH ABE'S CONFLICT OF INTEREST POLICY, AND REGULARLY DISCLOSE CONFLICTS AS THEY ARISE. SHOULD A POTENTIAL CONFLICT ARISE, THE BOARD REVIEWS THE INDIVIDUAL INSTANCE FOR MATERIALITY AND THE NEED FOR, OR NATURE OF CURE IN ACCORDANCE WITH ITS CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE 990'S ARE AVAILABLE ON GUIDESTAR AND ARE ON FILE WITH THE VARIOUS STATES WHERE THE ORGANIZATION IS REGISTERED. OTHER CORPORATE DOCUMENTS, SUCH AS BYLAWS AND CONFLICTS POLICY ARE AVAILABLE UPON REQUEST. AMERICAN LAWYERS INSURANCE PLANS INC 312 N CLARK STREET 14TH FLOOR CHICAGO IL 60654 363650005 INSURANCE IL ABE C 1671 440681 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0