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

[Jeanette Lundgren]

Thanks to everyone who worked so hard on making this happen!

-j

On Mon, Sep 28, 2020 at 3:21 PM Jessica Woolford <jwoolford at biblio.org>
wrote:

> 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/
>>> <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
>>> 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
>>> _______________________________________________
>>> Board mailing list
>>> Board at list.evergreen-ils.org
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>>>
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>
>
> --
> Jessica Woolford
> Evergreen Systems Manager
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070 ext. 105
> _______________________________________________
> Board mailing list
> Board at list.evergreen-ils.org
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>


-- 

​

Jeanette Lundgren | CW MARS

Executive Director

jlundgren at cwmars.org | 508-755-3323 x 120 <(508)%20755-3323>

http:// <http://www.cwmars.org/>www.cwmars.org

Pronouns <https://www.mypronouns.org/what-and-why>: she, her, hers
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