Lobbying Relationship


Philanthropy Roundtable

More records

Lobbying firm

Philanthropy Roundtable

More records

  • 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)

Duration: to

General Issues: Taxation/Internal Revenue Code, Civil Rights/Civil Liberties, Retirement, Accounting, Banking, Budget/Appropriations, Communications/Broadcasting/Radio/TV, Constitution, Education, Financial Institutions/Investments/Securities, Government Issues

Spending: about $440,000 (But it's complicated. Here's why.)

Agencies lobbied since 2023: U.S. Senate, House of Representatives, Internal Revenue Service (IRS), Treasury - Dept of, Office of Administration

Bills mentioned

S.359: Supreme Court Ethics, Recusal, and Transparency Act of 2023

Sponsor: Sheldon Whitehouse (D-R.I.)

H.R.926: Supreme Court Ethics, Recusal, and Transparency Act of 2023

Sponsor: Hank Johnson (D-Ga.)

S.618: United States Foundation for International Conservation Act of 2024

Sponsor: Christopher A. Coons (D-Del.)


Sponsor: Michelle Steel (R-Calif.)

Show All Mentioned Bills


Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Courtney Shadegg n/a
Ted McCann n/a
Kristina Rasmussen n/a
Sandra Swirski n/a
Sara Barba n/a
Jorge Castro n/a
Courntey Shadegg n/a

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

Q1 Report
Q4 Report
Q3 Report

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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