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2025 · 4th Quarter (Oct 1 - Dec 31)

PHILANTHROPY ROUNDTABLE

Filed by PHILANTHROPY ROUNDTABLE.

Open official filing
Source: Lobbying Disclosure APIRecently refreshed. 2026-08-03 06:26:15 UTC.

Source-reported fields

Filing overview

Type
4th Quarter - Report
Posted
Jan 20, 2026
Income
Not reported
Expenses
$160,000.00
Filing UUID
3f0e63de-f8d3-4056-8410-ebe78ca637f2
Termination date
Not reported

Expense method: B

Literal source text

Lobbying issues and bill citations

TAX · Taxation/Internal Revenue Code

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

CIV · Civil Rights/Civil Liberties

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

RET · Retirement

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

ACC · Accounting

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

BAN · Banking

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

BUD · Budget/Appropriations

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

COM · Communications/Broadcasting/Radio/TV

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

CON · Constitution

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

EDU · Education

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

FIN · Financial Institutions/Investments/Securities

Tax policy relating to donor privacy, donor advised funds, donor intent, and sector regulation. HF 4563 (ACE Act) | S.359/HR 926 (AMICUS) | S. 618 (Universal Giving Pandemic Response and Recovery Act) | Defending Education Transparency and Ending Rogue Regimes Engaging in Nefarious Transactions Act (HR 5933) | H.R. 8290 - Foreign Grant Reporting Act | H.R. 8293 - American Donor Privacy and Foreign Funding Transparency Act | H.R. 8292 - The Taxpayer Data Protection Act | S 4326 | S 3604/HR 7027 | S. 3064 Safeguarding Charities Act | S. 4326 Protecting Charitable Giving Act | H.R. 2891 IRA Charitable Rollover Facilitation and Enhancement Act of 2025 | H.R. 137: TCJA Permanency Act

Literal federal measure citations: S.359, HR 926, S. 618, HR 5933, H.R. 8290, H.R. 8293, H.R. 8292, S 4326, S 3604, HR 7027, S. 3064, S. 4326, H.R. 2891, H.R. 137

Relationship and amount limits

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