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

Mon Sep 28 16:15:15 EDT 2020

Hurray! (And I confirm that I'm now switching gears to the production of
the 990).

Regards,

Galen

On Mon, Sep 28, 2020 at 4:11 PM Jeanette Lundgren <jlundgren at cwmars.org>
wrote:

> 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
>>>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/board
>>>>
>>> _______________________________________________
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>>> Board at list.evergreen-ils.org
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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
>> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/board
>>
>
>
> --
>
> 
>
> 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
> _______________________________________________
> Board mailing list
> Board at list.evergreen-ils.org
> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/board
>

-- 
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
direct: +1 770-709-5581
cell:   +1 404-984-4366
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