3rd Quarter - Report

INDEPENDENT SECTOR for INDEPENDENT SECTOR

Firm
Client
Income
—
Expenses
$40,000
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.

Health Issues HCR

S. 1679, the Affordable Health Choices; Americas Healthy Future Act (Senate Finance Committee bill - no bill number yet); HR 3200, Americas Affordable Health Choices 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: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1679 (111th), H.R. 3200 (111th)

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. 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)

Retirement RET

Rep. Pomeroy Pension Funding Relief bill (no bill number yet) - 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: HOUSE OF REPRESENTATIVES; SENATE

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. HR 3293, Labor, Health and Human Services, Education, and Related Agencies appropriations bill for funding for Serve America Act programs.

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. 2847 (111th), H.R. 3293 (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.