The attorneys at Gilbride, Tusa, Last & Spellane have extensively represented tax-exempt organizations, including private foundations.  Our attorneys provide tax and regulatory counsel that such organizations require.  Our attorneys in this area may be involved in the following matters:

    • Compliance with Federal and State Tax-Exempt Organization Laws, including Section 501(c)(3) of the Internal Revenue Code and applicable state laws
    • Avoidance of Self-Dealing and Sanction Issues arising in executive compensation matters or other arrangements with staff, donors and their families, or board members
    • Planned Giving Arrangement and other Charitable Gifts
    • Pledge Agreements and Endowment Fund Matters
    • Organizational Structure
    • Fundamental Governmental Issues, including Fiduciary Duties of Board Members and Officers, responsibilities of committee members and committees, indemnification rights and conflicts of interest
    • Regulatory Investigations by the Internal Revenue Service, State Attorneys General, or other state or local agencies
    • Policies, Procedures and Criteria for Grants

For more information regarding this area of our practice, please contact Frank J. Gilbride II or Thomas P. Spellane.