The Associated Press reported on May 4, 2006 that the Community Foundation Silicon Valley and the Peninsula Community Foundation have announced that they are considering a merger to create a combined endowment of $1.36 billion. The merger would result in the nation’s third largest community foundation, behind only the...
Donor-Advised Funds in 2005
The Chronicle of Philanthropy (May 4, 2006) reported that assets of the nation’s largest donor-advised funds grew by a median of more than 20 percent from 2004 to 2005. Likewise, the amount granted to charities from these donor-advised funds increased by 20.8 percent from 2004 to 2005. Officials at...
Form 1023
Form 1023 (Rev. October 2004) * Effective July 1, 2006, the fee for initial applications for exemption under Section 501 will increase from $150 to $300 for small organizations (annual gross receipts not over $10,000), and from $500 to $750 for larger organizations (annual gross receipts over $10,000). The...
Executive Order 13224
The following description of Executive Order is from the U.S. Department of State: President Bush signed Executive Order 13224 on September 23, 2001. Executive Order 13224 gives the U.S. Government a powerful tool to impede terrorist funding and is part of our national commitment to lead the international effort...
Panel on the Nonprofit Sector Releases Supplemental Report
On April 24, 2006, the Panel on the Nonprofit Sector, a coalition of nonprofit and philanthropic leaders, released a Supplemental Report that recommends actions by Congress, the IRS, and charitable organizations. The Supplemental Report is a companion to the Panel’s Final Report delivered to Congress in June of 2005....
Form 990 – Lorman Seminar Presented by Terry Miller
I attended an excellent presentation on "Form 990: Critical Issues" given by nonprofit financial management consultant Terry Miller for Lorman Education Services on April 18, 2006. Terry’s coverage of Form 990 included the following areas: Tax Overview for 501(c)(3) Public Charities – Regulatory Viewpoint Form 990: Procedural Overview Filing...
CAN Policy Days: Keeping Up With the Law
On March 21, 2006, I had the great pleasure of moderating a panel for the California Association of Nonprofits Policy Days conference in Sacramento focused on "Keeping Up With the Law." The panelists were David Levitt, principal with Silk, Adler & Colvin; and Mark Krausse, executive director of the...
Form 990
Form 990 – 2005 Form 990-EZ – 2005 Form 990-PF – 2005 Form 990, Schedule A Form 990, 990-EZ, 990-PF, Schedule B 2005 Instructions for Form 990 and Form 990-EZ 2005 Instructions for Form 990 and Form 990-EZ, Schedule A
Paper on the Nonprofit Integrity Act of 2004
Attached is a paper I wrote on the Nonprofit Integrity Act for a Lorman Education Services continuing education seminar earlier this year. This may be a little more detailed than some other materials you may find on the web. Hope you find it useful. Download the_nonprofit_integrity_act_of_2004_v.3.pdf
International Giving – NCPGC Presentation 3/9/06
On March 9, 2006, I attended a Northern California Planned Giving Council luncheon meeting featuring Jane Peebles and a discussion of International Giving. Ms. Peebles, a partner in Bingam McCutchen’s estate planning group, is a leading legal expert in the area of international philanthropy. Here are some of the...
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