4th Quarter - Report

INDEPENDENT SECTOR for INDEPENDENT SECTOR

Firm
Client
Income
—
Expenses
$50,000
Expense method
B: tax-exempt organisations, Internal Revenue Code section 6033(b)(8)

What was lobbied

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

Taxation/Internal Revenue Code TAX

1. HR 1250/ S 864 Public Good IRA Rollover Act, and HR 4213, the Tax Extenders Act to extend and expand tax-free distributions from individual retirement accounts for charitable purposes. 2. HR 4154, Estate tax to maintain the estate tax at the 2009 levels. 3. HR 1596, Segal AmeriCorps Education Award Tax Relief Act to treat the award as tax-free for participants.

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: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 4213 (111th), H.R. 1250 (111th), H.R. 4154 (111th), H.R. 1596 (111th)

Financial Institutions/Investments/Securities FIN

HR 4173, Wall Street Reform and Consumer Protection Act -- to exempt charitable donation advice conducted by nonprofit organizations.

LobbyistCovered position, as disclosed
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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

Retirement RET

HR 3936, Preserve Benefits and Jobs Act of 2009 - for temporary relief in meeting new pension funding requirements

LobbyistCovered position, as disclosed
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3936 (111th)

Health Issues HCR

S1679, Affordable Health Choices; S 1796, Americas Healthy Future Act; HR 3200, Americas Affordable Health Choices; HR 3590, Patient Protection and Affordable Care Act; and HR 3962, Affordable Health Care for America Act for provisions to extend employer-provided benefit incentives to nonprofits.

LobbyistCovered position, as disclosed
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 3200 (111th), H.R. 3962 (111th), H.R. 3590 (111th)

Budget/Appropriations BUD

HR 2847, Commerce, Justice, Science and Related Agencies FY 2010 Appropriations for funding the census at the level requested by the President; against the Vitter citizenship amendment; and, to lift Legal Services Corporation restrictions against use of private funds.

LobbyistCovered position, as disclosed
PATRICIA READ —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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.