2025-03-25T09:18:52-05:00 2024-12-31 742382941 JAMES E ROBERSON & COMPANY PC 9111 JOLLYVILLE ROAD SUITE 109 AUSTIN TX 78759 990 2024-01-01 844100002 THE INSTITUTE FOR LAW AND STRATEGY INST 5129708314 1505 WINDSOR ROAD AUSTIN TX 78703 PHILIP BOBBITT PRESIDENT - TRUSTEE 5129708314 2025-03-24 1 0 SANDRA M RAINES CPA P00221301 5127958080 2024 2025-03-06 01:10:19Z PHILIP BOBBITT 1505 WINDSOR ROAD AUSTIN TX 78703 750000 0 X N/A X 2019 TX THIS INSTITUTE, UNLIKE MANY INSTITUTIONS CONCERNED WITH LAW AND PUBLIC AFFAIRS, WILL NOT DEVOTE ITSELF TO ADVOCACY OR LOBBYING, TO LITIGATION, OR TO HOLDING LARGE-SCALE PUBLIC EVENTS. RATHER, IT WILL FOCUS ON COLLABORATION WITH ESTABLISHED ACADEMIC DEPARTMENTS AND PUBLIC POLICY SCHOOLS, THINK-TANKS, POLICY MAKERS AND EXECUTIVE OFFICERS IN GOVERNMENT, AND GOVERNMENT ENTITIES TO UNDERTAKE EDUCATIONAL PROGRAMS IN ITS FIELD OF STUDY: THE INTERSECTION OF LAW AND STRATEGY. IN ALL INSTANCES, THE INSTITUTE WILL EMPHASIZE THE GENERATION AND CULTIVATION OF TOP-FLIGHT THINKING ON AMERICAN LAW AND NATIONAL SECURITY AS THESE SUBJECTS INTERSECT. THE INSTITUTE WILL UNDERTAKE ITS WORK THROUGH THE PARTICIPATION OF THOSE WHO MOST NEED TO SEE IT IN GOVERNMENT, ACADEMIA, AND THE MEDIA, SO THAT IT CAN INFORM AND ENRICH THEIR WORK IN GOVERNMENT AND POLICY. THE INSTITUTE PLANS TO ALSO MAKE ITS WORK AVAILABLE TO INTERESTED MEMBERS OF THE PUBLIC THROUGH PUBLICATIONS. 4 2 0 0 0 0 187500 750000 0 0 0 0 0 0 187500 750000 0 0 0 0 400000 367700 0 0 0 57873 15911 457873 383611 -270373 366389 667051 1029560 3980 100 663071 1029460 X THIS INSTITUTE, UNLIKE MANY INSTITUTIONS CONCERNED WITH LAW AND PUBLIC AFFAIRS, WILL NOT DEVOTE ITSELF TO ADVOCACY OR LOBBYING, TO LITIGATION, OR TO HOLDING LARGE-SCALE PUBLIC EVENTS. RATHER, IT WILL FOCUS ON COLLABORATION WITH ESTABLISHED ACADEMIC DEPARTMENTS AND PUBLIC POLICY SCHOOLS, THINK-TANKS, POLICYMAKERS AND EXECUTIVE OFFICERS IN GOVERNMENT, AND GOVERNMENT ENTITIES TO UNDERTAKE EDUCATIONAL PROGRAMS IN ITS FIELD OF STUDY: THE INTERSECTION OF LAW AND STRATEGY. IN ALL INSTANCES, THE INSTITUTE WILLEMPHASIZE THE GENERATION AND CULTIVATION OF TOP-FLIGHT THINKING ON AMERICAN LAW AND NATIONAL SECURITY AS THESE SUBJECTS INTERSECT. THE INSTITUTE WILL UNDERTAKE ITS WORK THROUGH THE PARTICIPATION OF THOSE WHO MOST NEED TO SEE IT IN GOVERNMENT, ACADEMIA, AND THE MEDIA, SO THAT IT CAN INFORM AND ENRICH THEIR WORK IN GOVERNMENT AND POLICY. THE INSTITUTE PLANS TO ALSO MAKE ITS WORK AVAILABLE TO INTERESTED MEMBERS OF THE PUBLIC THROUGH PUBLICATIONS. 0 0 13504 THE INSTITUTE HOSTED EIGHT MEETINGS IN 2024, STRUCTURED AS ONE DAY SEMINARS ON SPECIFIC TOPICS WITHIN THE INSTITUTE'S FIELD OF STUDY, ATTENDED BY ITS FELLOWS, BY INVITED PARTICIPANTS WITH SPECIAL KNOWLEDGE, EXPERTISE, AND ROLES IN ITS FIELD OF STUDY, AND BY EXPERT SPEAKERS AND OTHER PRESENTERS OF MATERIAL COVERED IN THE MEETING. THESE MEETINGS FURTHER THE INSTITUTE'S EDUCATIONAL PURPOSES (I) BY BRINGING NEW, MORE FULLY RESEARCHED, AND MORE DEVELOPED IDEAS AND INFORMATION TO MEMBERS OF THE STRATEGIC, DIPLOMATIC, ACADEMIC, POLICY, LEGAL, AND MEDIA COMMUNITIES FOR USE IN THEIR WORK, AND (II) BY PROVIDING A FORUM FOR THOSE INDIVIDUALS AND ORGANIZATIONS TO IDENTIFY AREAS AND ISSUES THAT ARE GERMANE TO THEIR WORK FOR FURTHER EXPLORATION BY THE INSTITUTE.SUMMARY OF 2022 MEETINGS OF THE FELLOWS:DATE: FEBRUARY 12, 2024LOCATION: AUSTIN, TEXASTOPIC: GEOPOLITICAL CHANGES AND THEIR CONSEQUENCES FOR DEVELOPMENTOUR PRINCIPAL SPEAKER WAS JAMIE GALBRAITH, THE LLOYD M. BENTSEN, JR. CHAIR IN GOVERNMENT AT THE LBJ SCHOOL OF PUBLIC AFFAIRS.DATE: APRIL 30, 2024LOCATION: AUSTIN, TEXASTOPIC: US PRESIDENTIAL IMMUNITY FROM CRIMINAL LIABILITYOUR PRINCIPAL SPEAKERS WERE SANFORD LEVINSON, THE W. ST. JOHN GARWOOD, JR. CENTENNIAL CHAIR IN LAW; STEPHEN VLADECK, CHARLES ALAN WRIGHT CHAIR IN FEDERAL COURTS ; BARTOLOMEW SPARROW, PROFESSOR OF GOVERNMENT; AND JEFFREY TULIS, PROFESSOR OF GOVERNMENT, PROFESSOR OF LAW & PROFESSOR OF COMMUNICATION STUDIES.DATE: MAY 23, 2024LOCATION: NEW YORK, NEW YORKTOPIC: CHINA, THE USA AND AUKUS - A VIEW FROM SYDNEYOUR PRINCIPAL SPEAKER WAS DR. MICHAEL FULLILOVE, THE EXECUTIVE DIRECTOR OF THE LOWY INSTITUTE IN AUSTRALIA, FORMER ADVISOR TO AUSTRALIAN PRIME MINISTER PAUL KEATING, A FELLOW AT THE BROOKINGS INSTITUTION, AND A MEMBER OF THE COUNCIL OF THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES IN THE UK.DATE: JULY 9, 2024LOCATION: LONDON, ENGLANDTOPIC: - ECONOMIC CHALLENGES AFTER THE ELECTIONS IN EUROPEOUR PRINCIPAL SPEAKER WAS LORD MERVYN KING , KG, GBE, FBA, AND FORMER GOVERNOR OF THE BANK OF ENGLAND.DATE: JULY 30, 2024LOCATION: LONDON, ENGLANDTOPIC: THE WAR IN UKRAINE: ITS PROSPECTS AND CHALLENGESOUR PRINCIPAL SPEAKER WAS GENERAL SIR RUPERT SMITH, KCB, DSO & BAR, OBE, QGM, AND FORMER DEPUTY SUPREME ALLIED COMMANDER EUROPE.DATE: SEPTEMBER 20, 2024LOCATION: NEW YORK, NEW YORKTOPICS: SCENARIO PLANNING AND SCENARIOS TREATING THE GEOPOLITICAL FUTURE OF CHINAOUR PRINCIPAL SPEAKER WAS CHO KHONG, FORMERLY WITH THE ROYAL DUTCH SHELL GLOBAL FUTURES GROUP, AND CURRENTLY TEACHING COURSES ON SCENARIOS AND FUTURES THINKING IN SINGAPORE AND IN OXFORD. DATE: OCTOBER 18, 2024LOCATION: LONDON, ENGLANDTOPICS: PROSPECTS FOR A NEW WORLD WAROUR PRINCIPAL SPEAKER WAS SIR LAWRENCE FREEDMAN, KCMG, CBE, PC, FBA, FORMERLY PROFESSOR OF WAR STUDIES AT KING'S COLLEGE, LONDON AND HEAD OF THAT DEPARTMENT.DATE: NOVEMBER 20, 2024LOCATION: NEW YORK, NEW YORKTOPICS: IMPLICATIONS OF THE RECENT AMERICAN PRESIDENTIAL ELECTIONOUR PRINCIPAL SPEAKERS WERE BENJAMIN WITTES, EDITOR IN CHIEF OF LAWFARE AND SENIOR FELLOW IN GOVERNANCE STUDIES AT THE BROOKINGS INSTITUTION, AND JULIAN ZELIZER, PROFESSOR OF POLITICAL HISTORY AND AUTHOR AT PRINCETON UNIVERSITY. 13504 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PHILIP BOBBITT 5129708314 1505 WINDSOR ROAD AUSTIN TX 78703 PHILIP BOBBITT PRESIDENT 10.00 X X 350000 0 0 MAYA BOBBITT SECRETARY 0.25 X X 0 0 0 JEROME DAVIS TRUSTEE 1.00 X 0 0 0 GREGORY TEVERTON TRUSTEE 1.00 X 0 0 0 350000 0 0 1 0 1 0 0 750000 750000 750000 0 0 0 350000 350000 17700 17700 2367 2367 13 13 896 896 12608 12608 BANK SERVICE CHARGES 27 27 383611 13504 370107 0 667051 1029560 667051 1029560 3880 100 100 3980 100 X 0 0 0 0 663071 1029460 663071 1029460 667051 1029560 366389 0 X 0 0 0 X 1000050 750000 187500 750000 2687550 1000050 750000 187500 750000 2687550 0 0 0 2687550 1000050 750000 187500 750000 2687550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 X X X 0 0 0 0 0 0 0 0 0 PHILIP BOBBITT PRESIDENT 350000 0 0 0 0 0 0 0 0 0 350000 0 0 0 PHILIP BOBBITT ADD TO BANK ACCOUNT TO PAY START UP COSTS X 100 100 0 0 0 100 FORM 990, PART VI, SECTION A, LINE 2 PHILIP C. BOBBITT, A DIRECTOR AND THE PRESIDENT, AND MAYO O. BOBBITT, A DIRECTOR, ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE ORGANIZATION'S FORM 990, PREPARED BY AN OUTSIDE TAX PREPARER, IS REVIEWED BY THE PRESIDENT AND LEGAL COUNSEL, AND A FINAL DRAFT IF CIRCULATED TO EACH TRUSTEE FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ARTICLE III PROCEDURES 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT ISN'T REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. 4. VIOLATIONS OF THE CONFLICT OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ARTICLE IV - RECORDS OF PROCEEDINGS THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: A. THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. B. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. ARTICLE V COMPENSATION A. A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. B. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. C. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. ARTICLE VI - ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. PERIODIC REVIEWS TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES, AND DOESN'T ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DON'T RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT, OR IN AN EXCESS BENEFIT TRANSACTION. ARTICLE VIII - USE OF OUTSIDE EXPERTS WHEN CONDUCTING THE PERIODIC REVIEWS, AS PROVIDED FOR IN ARTICLE VII, THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 THE CONSULTING AGREEMENT FOR PRESIDENT WAS REVIEWED AND MODERATED BY AN INDEPENDENT PERSON. NO OTHER INDIVIDUALS HAVE BEEN ENGAGED AT THIS TIME, BUT THE PROCESS IS IN PLACE FOR INDEPENDENT PERSON TO MODERATE ADDITIONAL COMPENSATION AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST.