How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Charities Helping Americans Regularly Throughout the Year Act of 2017
Client: INDEPENDENT SECTOR · Firm: INDEPENDENT SECTOR
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act Support for adjustments to 2018 UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax Support for the CHARITY Act (S.1343/HR 2916)
Charities Helping Americans Regularly Throughout the Year Act of 2017
Client: INDEPENDENT SECTOR · Firm: INDEPENDENT SECTOR
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2018 · first_quarter · Q1
Statement advising Congress to oppose provisions in the President's FY 2019 budget proposal to cut or eliminate funding for critical social programs, the arts, and some mandatory spending
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act Support for adjustments to 2018 UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax Support for the CHARITY Act (S.1343/HR 2916)
Source: Senate LDA
Support for strengthening and expanding the charitable tax deduction in light of changes made to the individual tax code as part of the Tax Cuts and Jobs Act Support for adjustments to 2018 UBIT rules for charitable organizations as a result of the Tax Cuts and Jobs Act; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax Support for the CHARITY Act (S.1343/HR 2916)
An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.
Client: INDEPENDENT SECTOR · Firm: INDEPENDENT SECTOR
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the HR 1, Tax Cuts and Jobs Act; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates; Support for retaining 2017 UBIT rules for charitable organizations; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the HR 1, Tax Cuts and Jobs Act; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates; Support for retaining 2017 UBIT rules for charitable organizations; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264.
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264.
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264.
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264.
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the HR 1, Tax Cuts and Jobs Act; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates; Support for retaining 2017 UBIT rules for charitable organizations; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax
1. S. 557; H.R. 2502 the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. Charitable "extenders" (IRA rollover; enhanced deductions for food, computer, books, and real property for conservation purposes) - Advocated for reinstatement of these incentives for 2012 tax year and extension through 2013.
1. S. 557; H.R. 2502 the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. Charitable "extenders" (IRA rollover; enhanced deductions for food, computer, books, and real property for conservation purposes) - Advocated for reinstatement of these incentives for 2012 tax year.
1. S. 557; H.R. 2502 the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. Charitable "extenders" (IRA rollover; enhanced deductions for food, computer, books, and real property for conservation purposes) - Advocated for reinstatement of these incentives for 2012 tax year. 3. Submitted statement for the record for the House Ways and Means Subcommittee on Select Revenue Measures hearing on tax extenders on 4/26/12.
1. H.R. 2309 and S. 1625, Postal Reform Act of 2011 - Advocated for the removal of section 403(b) in legislation that would reduce the discount rate available for nonprofit postage; added advocacy materials on website 2. S. 1789, 21st Century Postal Service Act of 2011 - Offered support for the retention of the nonprofit discount rate
1. H.R. 2309 and S. 1625, Postal Reform Act of 2011 - sent letter to urge legislation sponsors to drop section 403(b) of legislation that would reduce the discount rate available for nonprofit postage
To amend the Internal Revenue Code of 1986 to modify the tax rate for excise tax on investment income of private foundations.
Client: INDEPENDENT SECTOR · Firm: INDEPENDENT SECTOR
1. S. 557 and H.R. 2502 , the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. S. 593 and H.R. 2311 , private foundation excise tax legislation - to amend the Internal Revenue Code to modify and simplify the excise tax on the investment income paid by private foundations.
1. S. 557 and H.R. 2502 , the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. S. 593 and H.R. 2311 , private foundation excise tax legislation - to amend the Internal Revenue Code to modify and simplify the excise tax on the investment income paid by private foundations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2017 · fourth_quarter · Q4
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the HR 1, Tax Cuts and Jobs Act; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates; Support for retaining 2017 UBIT rules for charitable organizations; support for allowing the IRS to make adjustments to volunteer mileage; Support for simplifying the private foundation excise tax
Continued support for adequate and sustainable funding to protect vulnerable populations as part of the FY 2018 appropriations process.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2017 · third_quarter · Q3
Issued statements in response to release of House and Senate draft budget resolutions urging Congress to protect vulnerable populations as part of the FY 2018 appropriations process.
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264). Support for retaining the federal estate tax in tax reform debates
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2017 · second_quarter · Q2
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264.
Issued statements in response to release of White House budget blueprints urging Congress to protect vulnerable populations as part of the FY 2018 appropriations process.
Filing targets: HOUSE OF REPRESENTATIVES, Office of Management & Budget (OMB), SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2017 · first_quarter · Q1
Support for strengthening and expanding the charitable tax deduction as part of comprehensive tax reform efforts in Congress (including the House Blueprint on Tax reform; oppose repeal of the Johnson Amendment prohibition against political activity by 501(c)(3) organizations (includes opposition to the Free Speech Fairness Act H.R. 781/S. 264.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2016 · first_quarter · 1A
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; generally promoting incentives to give; enhancing nonprofit operations to meet missions, including the Fair Labor Standards Act; protect advocacy rights of nonprofits, such as supporting the IRSs adoption of new, clearer regulations governing nonprofit engagement in partisan political activities; and a simplified excise tax for private foundations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2016 · fourth_quarter · Q4
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; generally promoting incentives to give; enhancing nonprofit operations to meet missions, including the Fair Labor Standards Act; protect advocacy rights of nonprofits, such as supporting the IRSs adoption of new, clearer regulations governing nonprofit engagement in partisan political activities; and a simplified excise tax for private foundations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2016 · third_quarter · Q3
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; generally promoting incentives to give; enhancing nonprofit operations to meet missions, including the Fair Labor Standards Act; protect advocacy rights of nonprofits, such as supporting the IRSs adoption of new, clearer regulations governing nonprofit engagement in partisan political activities; and a simplified excise tax for private foundations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2016 · second_quarter · Q2
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; generally promoting incentives to give; enhancing nonprofit operations to meet missions, including the Fair Labor Standards Act; protect advocacy rights of nonprofits, such as supporting the IRSs adoption of new, clearer regulations governing nonprofit engagement in partisan political activities; and a simplified excise tax for private foundations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2016 · first_quarter · Q1
Discussion of provisions of law and regulation related to the nonprofit sector, including the charitable deduction and preserving it as an itemized deduction; generally promoting incentives to give; enhancing nonprofit operations to meet missions, including the Fair Labor Standards Act; protect advocacy rights of nonprofits, such as supporting the IRSs adoption of new, clearer regulations governing nonprofit engagement in partisan political activities; and a simplified excise tax for private foundations.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2013 · first_quarter · Q1
Urged Congress and the President to enact deficit reduction without increasing poverty or widening income inequality.
Charitable "extenders" (IRA rollover; enhanced deductions for food and real property for conservation purposes) - Advocated for making these giving incentives permanent.
Filing targets: HOUSE OF REPRESENTATIVES, President of the U.S., SENATE, White House Office
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2012 · fourth_quarter · Q4
Urged Congress and the President to enact deficit reduction without increasing poverty or widening income inequality.
Charitable Deduction - preserving the itemized deduction for charitable giving; opposing caps on charitable itemized deductions for high-income taxpayers as deficit reduction tool or as an offset for a broader legislative priority.
Filing targets: HOUSE OF REPRESENTATIVES, President of the U.S., SENATE, White House Office
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2012 · third_quarter · Q3
1. S. 557; H.R. 2502 the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. Charitable "extenders" (IRA rollover; enhanced deductions for food, computer, books, and real property for conservation purposes) - Advocated for reinstatement of these incentives for 2012 tax year and extension through 2013.
Urged Congress to enact deficit reduction without increasing poverty or widening income inequality.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2012 · second_quarter · Q2
1. S. 557; H.R. 2502 the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. Charitable "extenders" (IRA rollover; enhanced deductions for food, computer, books, and real property for conservation purposes) - Advocated for reinstatement of these incentives for 2012 tax year. 3. Submitted statement for the record for the House Ways and Means Subcommittee on Select Revenue Measures hearing on tax extenders on 4/26/12.
Urged Congress to enact deficit reduction without increasing poverty or widening income inequality.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2012 · first_quarter · Q1
1. S. 557; H.R. 2502 the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. Charitable "extenders" (IRA rollover; enhanced deductions for food, computer, books, and real property for conservation purposes) - Advocated for reinstatement of these incentives for 2012 tax year.
Filing targets: HOUSE OF REPRESENTATIVES, President of the U.S., SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2011 · fourth_quarter · Q4
1. S. 557 and H.R. 2502 , the Public Good IRA Rollover Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. S. 593 and H.R. 2311 , private foundation excise tax legislation - to amend the Internal Revenue Code to modify and simplify the excise tax on the investment income paid by private foundations.
1. H.R. 2309 and S. 1625, Postal Reform Act of 2011 - Advocated for the removal of section 403(b) in legislation that would reduce the discount rate available for nonprofit postage; added advocacy materials on website 2. S. 1789, 21st Century Postal Service Act of 2011 - Offered support for the retention of the nonprofit discount rate
Filing targets: HOUSE OF REPRESENTATIVES, President of the U.S., SENATE
INDEPENDENT SECTOR via INDEPENDENT SECTOR
2011 · third_quarter · Q3
1. Budget Control Act of 2011 (S. 365; PL 112-25) - preserving the itemized deduction for charitable giving; opposing proposed cap on itemized deductions for high-income taxpayers. 2. American Jobs Act of 2011 (S. 1549; S. 1660) - Opposed proposed cap on itemized deduction for charitable giving as an offset; encouraged nonprofit employer eligibility for hiring incentives. 3. Joint Select Committee on Deficit Reduction - sent letter encouraging committee members to preserve incentives for charitable giving in present and future tax reform efforts 4. Tax Reform - preserving charitable giving incentives in the tax code
1. H.R. 2309 and S. 1625, Postal Reform Act of 2011 - sent letter to urge legislation sponsors to drop section 403(b) of legislation that would reduce the discount rate available for nonprofit postage
Filing targets: HOUSE OF REPRESENTATIVES, President of the U.S., SENATE