We have extensive experience working with public charities, private foundations and other philanthropic organizations to determine the most appropriate tax status they need to achieve their objectives. We prepare the necessary IRS filings for exemption under Section 501(c)(3),(4) or (6) or other exemption category as appropriate, prepare private letter ruling requests for particular transactions and counsel clients and their accountants on appropriate disclosures in Form 990 filings. The Tax Group also provides advice on various operational issues that impact the organizations tax status including contract terms, business ventures, unrelated business income, licensing and royalty issues, advertising, lobbying and political campaign activity, sponsorship payments, and governance. We can also assist with planned giving programs and fund raising solicitation and regulation.

Ober, Kaler, Grimes & Shriver

Maryland
120 East Baltimore Street, Baltimore, MD 21202
Telephone 410-685-1120, Fax 410-547-0699

Washington, D.C.
1401 H Street, NW, Suite 500, Washington, DC 20005
Telephone 202-408-8400, Fax 202-408-0640

Virginia
407 North Washington Street, Suite 105, Falls Church, VA 22046
Telephone 703-237-0126, Fax 202-408-0640