Henderson, Caverly & Pum LLP

About

About Henderson, Caverly & Pum LLP is one of a select handful of firms in California with a practice group devoted entirely to the representation of nonprofit organizations. Our attorneys represent a wide variety of public charities, family foundations, private operating foundations, community foundations, private schools, and other nonprofit organizations. Our clients include scientific research organizations, youth sports organizations, social welfare organizations, zoological associations, business leagues, social clubs, educational institutions and related groups, professional societies, trade associations, religious organizations, hospitals and related groups, and organizations dedicated to animal welfare, environmental protection, human rights, arts and culture, and other philanthropic causes. Our attorneys have represented nonprofit organizations before the Internal Revenue Service, California Franchise Tax Board, California State Board of Equalization, and the California Attorney General’s office and in various federal and state courts. Our attorneys and paralegals are experienced in advising and guiding nonprofit organizations through all stages of development and business needs. Whether you are forming a new nonprofit organization or working for an established organization or foundation, our Nonprofit Organizations Group can assist your organization with its legal needs. Members of the Nonprofit Organizations Group Jonathan A. Grissom, Esq., Chair Eric A. Baggett, Esq. Theresa J. Delia, Senior Paralegal Advisors to the Nonprofit Organizations Group Nancy G. Henderson, Esq. (Family Foundations and Planned Giving) Brian P. Tsu, Esq. (International Philanthropy)


Additional Information

Contact Name Jonathan A. Grissom, Esq (858) 755-3000 x 250, jgrissom@hcesq.com

Contact

12750 High Bluff Drive Suite 300
San Diego, CA

92130

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Fax: (858) 755-9900

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Features

  • Our representation of clients includes the following areas:
  • Nonprofit entity formation and applying for exempt status
  • Corporate governance and organizational structure
  • Compliance with federal and state exempt organization tax law
  • Private foundation matters (i.e. excess business holdings and qualified distributions)
  • Charitable giving, grant agreements, policies and procedures
  • Unrelated Business Income Tax (UBIT)
  • Regulatory
  • compliance
  • Charitable solicitation, including state registration and reporting
  • Endowment funds
  • and agreements
  • Attorney General inquiries
  • Fiscal sponsorship arrangements
  • Mergers and
  • joint ventures
  • Tax-exempt bond financing
  • Property tax
  • exemption
  • Real property
  • leasing
  • Program related
  • investments
  • Regulation of advocacy, lobbying and political intervention
  • Negotiation and drafting of commercial contracts
  • Dissolutions
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Issue 15