[Board] FW: Evergreen - 1023 Approval/IRS Exemption Letter

[Jessica Woolford]

Culmination of years of hard work! Congrats to us all! :)

On Mon, Sep 28, 2020 at 3:08 PM Deborah Luchenbill <
deborah at mobiusconsortium.org> wrote:

> Woohoo!!
>
> Debbie Luchenbill
> Associate Director, Open Source Initiatives
> MOBIUS
> 2511 Broadway Bluffs, Ste. 101
> Columbia, MO  65201
> debbie at mobiusconsortium.org <deborah at mobiusconsortium.org>
> 573-234-4914
> https://mobiusconsortium.org <http://mobiusconsortium.org>
> Evergreen Help Desk: help at mobiusconsortium.org / 877-312-3517
> Pronouns: She/Her/Hers
>
>
> On Mon, Sep 28, 2020 at 1:39 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>
>> *Sent:* Monday, September 28, 2020 2:30 PM
>> *To:* apply at tix.sfconservancy.org; scott.thomas at sparkpa.org;
>> evergreen at sfconservancy.org
>> *Cc:* David G. Watkins <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
>>
>>
>>
>>
>>
>>
>>
>> *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
>>
>>
>>
>>
>>
>>
>>
>>
>>
>> *From:* Galen Charlton via RT <apply at tix.sfconservancy.org>
>> *Sent:* Thursday, August 13, 2020 5:00 PM
>> *To:* scott.thomas at sparkpa.org
>> *Cc:* evergreen at sfconservancy.org; Jonathan N Dilly <
>> jdilly at swansonbernard.com>
>> *Subject:* Re: [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> 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/
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>>
>>
>>
>> --
>>
>> Galen Charlton
>> Implementation and Services Manager
>> Equinox Open Library Initiative
>> phone:  1-877-OPEN-ILS (673-6457)
>> email:  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
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-- 
Jessica Woolford
Evergreen Systems Manager
Bibliomation, Inc.
24 Wooster Ave.
Waterbury, CT 06708
203-577-4070 ext. 105
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