2nd Quarter - Report

PHILANTHROPY ROUNDTABLE for PHILANTHROPY ROUNDTABLE

Period 2nd Quarter 2025 Filed Jul 21, 2025 Signed by Richard G. Schwarm

Official filing
Firm
PHILANTHROPY ROUNDTABLE
Client
PHILANTHROPY ROUNDTABLE
Income
—
Expenses
$150,000
Expense method
B: tax-exempt organisations, Internal Revenue Code section 6033(b)(8)

What was lobbied

10 issue areas, each in the filer's own words, with who lobbied on it and where.

Taxation/Internal Revenue Code TAX

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; White House Office; SENATE

Bills named: H.R. 8293 (119th), S. 359 (119th), H.R. 8292 (119th), H.R. 137 (119th), H.R. 926 (119th), H.R. 2891 (119th), H.R. 8290 (119th), H.R. 5933 (119th), S. 618 (119th), H.R. 7027 (119th), S. 4326 (119th), S. 3064 (119th)

Civil Rights/Civil Liberties CIV

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE; White House Office

Bills named: H.R. 7027 (119th), H.R. 8293 (119th), H.R. 2891 (119th), H.R. 5933 (119th), H.R. 8292 (119th), S. 359 (119th), H.R. 137 (119th), H.R. 926 (119th), S. 618 (119th), H.R. 8290 (119th), S. 4326 (119th), S. 3064 (119th)

Retirement RET

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: HOUSE OF REPRESENTATIVES; Internal Revenue Service (IRS); White House Office; Treasury, Dept of; SENATE

Bills named: S. 359 (119th), H.R. 926 (119th), H.R. 5933 (119th), H.R. 2891 (119th), S. 4326 (119th), H.R. 8292 (119th), H.R. 137 (119th), H.R. 7027 (119th), S. 618 (119th), S. 3064 (119th), H.R. 8290 (119th), H.R. 8293 (119th)

Accounting ACC

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: White House Office; HOUSE OF REPRESENTATIVES; SENATE; Internal Revenue Service (IRS); Treasury, Dept of

Bills named: H.R. 5933 (119th), H.R. 8292 (119th), H.R. 137 (119th), S. 618 (119th), H.R. 7027 (119th), H.R. 2891 (119th), H.R. 8290 (119th), S. 359 (119th), H.R. 926 (119th), S. 4326 (119th), S. 3064 (119th), H.R. 8293 (119th)

Banking BAN

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: White House Office; Treasury, Dept of; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5933 (119th), S. 618 (119th), S. 4326 (119th), H.R. 7027 (119th), H.R. 2891 (119th), S. 359 (119th), H.R. 8293 (119th), H.R. 137 (119th), H.R. 8290 (119th), H.R. 926 (119th), S. 3064 (119th), H.R. 8292 (119th)

Budget/Appropriations BUD

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Internal Revenue Service (IRS); White House Office; Treasury, Dept of

Bills named: H.R. 8292 (119th), S. 3064 (119th), H.R. 8293 (119th), H.R. 8290 (119th), H.R. 7027 (119th), H.R. 926 (119th), H.R. 5933 (119th), S. 4326 (119th), H.R. 2891 (119th), H.R. 137 (119th), S. 618 (119th), S. 359 (119th)

Communications/Broadcasting/Radio/TV COM

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: Internal Revenue Service (IRS); Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE; White House Office

Bills named: H.R. 8290 (119th), H.R. 7027 (119th), S. 4326 (119th), H.R. 8293 (119th), H.R. 137 (119th), S. 618 (119th), S. 359 (119th), H.R. 926 (119th), H.R. 5933 (119th), H.R. 2891 (119th), S. 3064 (119th), H.R. 8292 (119th)

Constitution CON

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: Internal Revenue Service (IRS); SENATE; White House Office; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: H.R. 926 (119th), S. 3064 (119th), H.R. 8293 (119th), S. 4326 (119th), H.R. 8292 (119th), S. 359 (119th), S. 618 (119th), H.R. 137 (119th), H.R. 5933 (119th), H.R. 2891 (119th), H.R. 8290 (119th), H.R. 7027 (119th)

Education EDU

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: SENATE; White House Office; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: S. 618 (119th), S. 3064 (119th), H.R. 8290 (119th), H.R. 5933 (119th), H.R. 2891 (119th), H.R. 137 (119th), H.R. 7027 (119th), H.R. 8292 (119th), S. 359 (119th), H.R. 926 (119th), H.R. 8293 (119th), S. 4326 (119th)

Financial Institutions/Investments/Securities FIN

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

LobbyistCovered position, as disclosed
COURTNEY SHADEGG —

Contacted: HOUSE OF REPRESENTATIVES; SENATE; Internal Revenue Service (IRS); Treasury, Dept of; White House Office

Bills named: H.R. 137 (119th), S. 3064 (119th), H.R. 2891 (119th), H.R. 8293 (119th), S. 359 (119th), H.R. 7027 (119th), H.R. 5933 (119th), H.R. 8292 (119th), S. 4326 (119th), H.R. 8290 (119th), S. 618 (119th), H.R. 926 (119th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.