2nd Quarter - Report

INDEPENDENT SECTOR for INDEPENDENT SECTOR

Firm
Client
Income
—
Expenses
$30,000
Expense method
B: tax-exempt organisations, Internal Revenue Code section 6033(b)(8)

What was lobbied

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

Taxation/Internal Revenue Code TAX

1. Public Good IRA Rollover Act (HR 1250/ S 864) to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. MOBILE Cell Phone Act of 2009 (S 144/HR 690) to repeal record-keeping requirements for employer-provided cell phones. 3. Estate tax to maintain the estate tax at the 2009 levels, no bill numbers yet.

LobbyistCovered position, as disclosed
NORMAN MEYER Leg Director, Rep. Major Owens 2001-2006
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 1250 (111th), H.R. 690 (111th)

Health Issues HCR

1. Health care reform to extend employer-provided benefit incentives to nonprofits and to preserve the charitable deduction. Senate discussion draft and House tri-committee discussion draft (no bill numbers yet).

LobbyistCovered position, as disclosed
NORMAN MEYER Leg Director, Rep. Major Owens 2001-2006
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Small Business SMB

1. SBIR/STTR Reauthorization Act of 2009 (HR 2965/S 1233) to change Small Business Innovation Research (SBIR) rules to allow for-profit subsidiaries of nonprofit organizations compete for SBIR grants.

LobbyistCovered position, as disclosed
NORMAN MEYER Leg Director, Rep. Major Owens 2001-2006
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2965 (111th)

Budget/Appropriations BUD

1. HR 2847, Commerce, Justice, Science and Related Agencies FY 2010 Appropriations for funding the census at the level requested by the President and to lift Legal Services Corporation restrictions against use of private funds. 2. National service appropriations for funding for Serve America Act programs in the Labor, Health and Human Services, Education, and Related Agencies appropriations bill (no bill number yet).

LobbyistCovered position, as disclosed
NORMAN MEYER Leg Director, Rep. Major Owens 2001-2006
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2847 (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.