[Board] Evergreen - 1023 Approval/IRS Exemption Letter

[Jason Boyer]

Excellent news!

-- 
Jason Boyer
Senior System Administrator
Equinox Open Library Initiative
phone:  +1 (877) Open-ILS (673-6457)
email:  JBoyer at EquinoxInitiative.org
web:  https://EquinoxInitiative.org/

> On Sep 28, 2020, at 2:39 PM, Goben, Anna <AGoben at library.IN.gov> wrote:
> 
> FYI!!!
>  
> Anna Goben
> Evergreen Indiana Coordinator
> Indiana State Library
> 140 N Senate Ave
> Indianapolis, IN 46204
> 317-234-6624
> Fax: 317-232-1925
>  
> From: Jonathan N Dilly <jdilly at swansonbernard.com <mailto:jdilly at swansonbernard.com>> 
> Sent: Monday, September 28, 2020 2:30 PM
> To: apply at tix.sfconservancy.org <mailto:apply at tix.sfconservancy.org>; scott.thomas at sparkpa.org <mailto:scott.thomas at sparkpa.org>; evergreen at sfconservancy.org <mailto:evergreen at sfconservancy.org>
> Cc: David G. Watkins <dwatkins at swansonbernard.com <mailto:dwatkins at swansonbernard.com>>
> Subject: Evergreen - 1023 Approval/IRS Exemption Letter
>  
> **** This is an EXTERNAL email. Exercise caution. DO NOT open attachments or click links from unknown senders or unexpected email. ****
> All,
> Today I received the attached IRS approval regarding Evergreen’s 1023 application. This letter will need to be provided to donor’s for tax deduction eligibility. If Evergreen has not already been doing so, Evergreen will now need to be prepared to file the applicable 990 for tax year 2020. Please let me know if you have any questions.
> Sincerely,
> Jon
>  
> <image001.png> 
>  
> Jonathan N. Dilly
> Member
> + 1 816.410.4633
>  
> 4600 Madison Ave, Ste 600
> Kansas City, MO 64112
>  
> A member of MERITAS – LAW FIRMS WORLDWIDE
> swansonbernard.com <http://swansonbernard.com/>
>  
>  
>  
>  
> From: Galen Charlton via RT <apply at tix.sfconservancy.org <mailto:apply at tix.sfconservancy.org>> 
> Sent: Thursday, August 13, 2020 5:00 PM
> To: scott.thomas at sparkpa.org <mailto:scott.thomas at sparkpa.org>
> Cc: evergreen at sfconservancy.org <mailto:evergreen at sfconservancy.org>; Jonathan N Dilly <jdilly at swansonbernard.com <mailto:jdilly at swansonbernard.com>>
> Subject: Re: [sfconservancy.org <http://sfconservancy.org/> #2046] Termination: Evergreen: exit agreement & 1023 filing
>  
> Hi Karen,
>  
> Our form 1023 filing was submitted in March and we've been periodically checking on its status. Unfortunately, it appears to have been caught up in the general IRS backlog and we have no ETA from the IRS when we can expect approval or questions.
>  
> I will proceed with producing the grant report.
>  
> Regards,
>  
> Galen
>  
> On Thu, Aug 13, 2020 at 5:54 PM Karen Sandler via RT <apply at tix.sfconservancy.org <mailto:apply at tix.sfconservancy.org>> wrote:
> Hi everyone,
> 
> I hope you are all doing as well as possible these days.
> 
> I just wanted to check in as we haven't heard anything back about the status of Evergreen's tax exempt status (and I don't see EP Corp listed on the IRS site). Do you have any updates? I believe we're coming up on the deadline for a grant report under the agreement, do you know when we might expect that?
>  
> thanks,
> karen 
> -- 
> 
> Karen M. Sandler
> Executive Director, Software Freedom Conservancy
> __________
> Become a Supporter today! http://sfconservancy.org/supporter/ <https://protect2.fireeye.com/v1/url?k=71d63ec5-2f66489f-71d277c5-8681d5b5fa8e-b0667865e04eccc8&q=1&e=f218dd90-0ddb-42bc-a5c8-daa24adf0c9d&u=http%3A%2F%2Fsfconservancy.org%2Fsupporter%2F>
> 
> 
> -- 
> Galen Charlton
> Implementation and Services Manager
> Equinox Open Library Initiative
> phone:  1-877-OPEN-ILS (673-6457)
> email:  gmc at equinoxInitiative.org <mailto:gmc at equinoxInitiative.org>
> web:  https://equinoxInitiative.org <https://protect2.fireeye.com/v1/url?k=dca226d2-82125088-dca66fd2-8681d5b5fa8e-6263cb032133afb1&q=1&e=f218dd90-0ddb-42bc-a5c8-daa24adf0c9d&u=https%3A%2F%2Fequinoxinitiative.org%2F>
> direct: +1 770-709-5581
> cell:   +1 404-984-4366
> <The Evergreen Project IRS 501(c)(3) Acceptance Letter (00836039x9E57C).pdf>_______________________________________________
> Board mailing list
> Board at list.evergreen-ils.org <mailto:Board at list.evergreen-ils.org>
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/board <http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/board>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://list.evergreen-ils.org/pipermail/board/attachments/20200928/d1a386b4/attachment.html>