3rd Quarter - Report — CM STRATEGIC, LLC for NATIONAL PHILANTHROPIC TRUST (2026)

Firm

CM STRATEGIC, LLC

Client

NATIONAL PHILANTHROPIC TRUST

Income

$50,000

Expenses

—

What was lobbied

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

Taxation/Internal Revenue Code TAX

Legislative and regulatory tax issues relating to philanthropic giving, the charitable sector, and donor-advised funds, including S. 317/H.R. 801, S. 3975/H.R. 2891, and issues relating to H.R. 1 (Public Law 119-21).

Lobbyist	Covered position, as disclosed
JORGE CASTRO	Counselor to the IRS Commissioner; Tax & Trade Counsel, Rep. Stephanie Tubbs Jones; Senior Counsel, Sen. John D. Rockefeller IV
TED MCCANN	Senior Policy Advisor, Speaker Paul Ryan. Subcommittee Staff Director, Ways and Means Committee. Budget Analyst, Budget Committee. Legislative Assistant, Legislative Correspondent, Office Administrator, Congressman Paul Ryan

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

Bills named: H.R. 2891 (119th), H.R. 1 (119th), S. 317 (119th), S. 3975 (119th), H.R. 801 (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.