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Public Policy Resource

UBIT Coalition Sign-on Letter

Publication date: 
03/2019
The 2017 Tax Cuts and Jobs Act requires organizations to pay a 21 percent federal tax on the cost of employee transportation benefits, including transit and parking, and to calculate unrelated income streams in a way that increases tax burden. At the recommendation of Philanthropy Southwest’s engaged public policy committee, the Philanthropy Southwest Board of Directors recently voted to join associations from across the nation in signing a joint letter asking Congress to repeal the undue and burdensome UBIT on tax-exempt organizations.

State Tax Credit Programs

Publication date: 
10/2018
The Treasury Department has issued proposed regulations regarding state and local tax credits. This is largely in response to the State and Local Tax (SALT) workarounds that were generated following the Tax Cuts and Jobs Act of 2017. The deadline for submitting comments on these proposed regulations is prior to the November 5 public hearing. Please refer to this list to see how these regulations will impact specific state and local tax credits, not just the new workarounds.
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2020 Census: Citizenship Question Resources for Foundations

Publication date: 
06/2018
On March 29, 2018, the Census Bureau sent the planned 2020 census survey, which included a citizenship question, as requested by Commerce Secretary Wilbur Ross. Many are concerned that the addition of this untested question will undermine efforts to achieve a fair and accurate census count in 2020, which helps grantmakers identify community needs and prioritize grantmaking. On June 8, the Commerce Department (which oversees the Census Bureau) invited the public to comment on the paperwork associated with the 2020 census. The public has 60 days – until August 7 – to submit comments. The notice and form to submit comments can be found here . For those interested, The Funders Census Initiative, under the leadership of the Bauman Foundation, is circulating a sign-on letter for foundations. To add your foundation's name to this letter, click here . Signatures will be collected until July 16.

2017 Foundations on the Hill Leave Behinds

As part of Philanthropy Southwest's delegation to Foundations on the Hill, participating foundations produce one or two page "leave-behind" documents which capture giving, assets, grants of interest, etc. The documents below provide examples from the 2017 delegation. They include: The Roy F. & Joann Cole Mitte Foundation The Meadows Foundation The Stanzel Family Foundation Waco Foundation
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