2nd Quarter - Report

INDEPENDENT SECTOR for INDEPENDENT SECTOR

Firm
Client
Income
—
Expenses
$10,000
Expense method
B: tax-exempt organisations, Internal Revenue Code section 6033(b)(8)

What was lobbied

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

Financial Institutions/Investments/Securities FIN

HR 4173, Wall Street Reform and Consumer Protection Act - to exclude charitable donation advice conducted by nonprofit organizations from the definition of financial service.

LobbyistCovered position, as disclosed
PATRICIA READ —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 4173 (111th)

Taxation/Internal Revenue Code TAX

1. HR 1250/ S 864 Public Good IRA Rollover Act, and HR 4213 American Jobs and Closing Tax Loopholes Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. HR 4154, Permanent Estate Tax Relief to maintain the estate tax at the 2009 levels.

LobbyistCovered position, as disclosed
NORMAN MEYER Leg Director, Rep. Major Owens 2001-2006
PATRICIA READ —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1250 (111th), H.R. 4154 (111th), H.R. 4213 (111th)

Government Issues GOV

1. HR 5533, Nonprofit Sector and Community Solutions Act -- support the bill and worked to add cosponsors 2. HR 5175, DISCLOSE Act - sent June 17 letter to House Speaker Nancy Pelosi in opposition to "carve out" exemptions for certain large nonprofit organizations

LobbyistCovered position, as disclosed
NORMAN MEYER Leg. Director, Rep. Major Owens 2001-2006
PATRICIA READ —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5533 (111th), H.R. 5175 (111th)

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.