1st 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

5 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 —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

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, the Tax Extenders 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 —
DAVID LANE THOMPSON Senior Pension Counsel, US Senate 2001-2007

Contacted: HOUSE OF REPRESENTATIVES; SENATE

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

HR 4872, Patient Protection and Affordable Care Act; HR 3200, Americas Affordable Health Choices; HR 3590, Patient Protection and Affordable Care Act; HR 3962, Affordable Health Care for America Act; S1679, Affordable Health Choices; S 1796, Americas Healthy Future Act for provisions to extend employer-provided benefit incentives to nonprofits.

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. 3200 (111th), H.R. 4872 (111th), H.R. 3590 (111th), H.R. 3962 (111th)

Labor Issues/Antitrust/Workplace LBR

1. Hiring Incentives to Restore Employment (HIRE) Act (Became Public Law No: 111-147) - to ensure inclusion of nonprofit employers in hiring incentives. 2. HR 4812, Local Jobs for America Act - to ensure inclusion of nonprofit employers in incentives. 3. HR 4290, New Deal for a New Economy Act - to ensure inclusion of nonprofit employers in grant eligibility.

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

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 4812 (111th), H.R. 4290 (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.