2024-05-14T15:56:20-05:00 2023-12-31 814234542 BPM LLP 36 TECHNOLOGY DRIVE SUITE 100 IRVINE CA 926185307 990 2023-01-01 463253100 POLICY AND TAXATION GROUP INC POLI 7143573140 712 H ST NE 1091 WASHINGTON DC 20002 PATRICIA M SOLDANO DIRECTOR 7143573140 2024-05-13 1 PATRICIA SOLDANO XXX-XX-XXXX 0 ELIZABETH A DODSON P01079713 7145583236 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z PATRICIA M SOLDANO PO BOX 17693 ANAHEIM CA 92817 906753 0 X N/A X 2013 DE ORGANIZED AND OPERATED TO EDUCATE THE PUBLIC ABOUT ESTATE, GIFT AND GENERATION-SKIPPING TRANSFER TAXES AND TO ADVOCATE FOR THE ELIMINATION OF THOSE TAXES THROUGH LOBBYING ACTIVITIES. 9 0 0 0 0 0 734500 906500 0 0 94 253 0 0 734594 906753 1000 0 0 0 175000 180000 0 0 136911 774186 895490 950186 1075490 -215592 -168737 335969 173374 2065 8207 333904 165167 ORGANIZED AND OPERATED TO EDUCATE THE PUBLIC ABOUT ESTATE, GIFT AND GENERATION-SKIPPING TRANSFER TAXES AND TO ADVOCATE FOR THE ELIMINATION OF THOSE TAXES THROUGH LOBBYING ACTIVITIES. 0 0 809615 PROVIDE EDUCATION ABOUT ESTATE, GIFT AND GENERATION-SKIPPING TRANSFER TAXES AND TO ADVOCATE FOR THE ELIMINATION OF THOSE TAXES THROUGH LOBBYING ACTIVITIES. 809615 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 0 0 0 0 0 1 1 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X PATRICIA M SOLDANO 7143573140 PO BOX 17693 ANAHEIM HILLS CA 92817 PATRICIA M SOLDANO PRESIDENT & DIRECTOR 20.00 X X 180000 0 0 ERNEST A POMERLEAU DIRECTOR 1.00 X X 0 0 0 BRETT ROUSCH DIRECTOR 1.00 X X 0 0 0 STEVE ELSBERRY DIRECTOR 1.00 X 0 0 0 ALAN HIRSCHFIELD DIRECTOR 1.00 X 0 0 0 JEFF MICHAEL DIRECTOR 1.00 X 0 0 0 ANGELA SIMMONS DIRECTOR 1.00 X 0 0 0 KIP R PETERSON DIRECTOR 1.00 X 0 0 0 CHARLES D FOX OFFICER 1.00 X 0 0 0 180000 0 0 1 0 1 0 SQUIRE PATTON BOGGS 2550 M STREET NW WASHINGTON DC 20037 LEGAL 280500 BROWNSTEIN HYATT FARBER SCHRECK LLP 410 17TH STREET 22ND FLOOR DENVER CO 80202 LEGAL 268000 PATRICIA M SOLDANO PO BOX 17693 ANAHEIM CA 92817 MANAGEMENT 180000 3 906500 906500 906500 253 253 906753 0 0 253 X 180000 60000 60000 60000 548500 548500 40770 40770 241541 168147 12322 61072 1684 1684 8366 8366 31678 15839 15839 12482 12482 40 40 4107 4107 DUES & SUBSCRIPTIONS 2997 2997 REFERENCE MATERIALS 1650 1650 CHARITABLE CONTRIBUTION 1500 1500 STATE REGISTRATION & FE 175 175 1075490 809615 128964 136911 335929 173374 681 681 40 0 335969 173374 2065 8207 2065 8207 X 333904 165167 333904 165167 335969 173374 -168737 0 X 0 0 0 681 681 0 0 CREDIT CARD PAYABLE 8207 8207 X X 0 0 0 0 0 0 0 0 0 PATRICIA M SOLDANO PRESIDENT & DIRECTOR 160000 0 20000 0 0 0 0 0 0 0 180000 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE CORPORATION HAS 9 DIRECTORS THAT ARE THE CORPORATION'S MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE MEMBERS OF THE CORPORATION ARE AUTHORIZED AND DIRECTED TO TAKE ACTIONS AS MAY BE NECESSARY OR ADVISABLE TO CARRY OUT THE PURPOSES OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE DIRECTORS OF THE CORPORATION ARE ALSO THE MEMBERS OF THE CORPORATION AND ARE AUTHORIZED AND DIRECTED TO TAKE ACTIONS AS MAY BE NECESSARY OR ADVISABLE TO CARRY OUT THE PURPOSES OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - COPY OF FORM 990 PROVIDED TO GOVERNING BODY FOR REVIEW BEFORE FILED. FORM 990, PART VI, SECTION B, LINE 12C NO DIRECTOR OR OFFICER MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY THE CORPORATION WHICH WOULD DIRECTLY OR INDIRECTLY BENEFIT SUCH DIRECTOR OR OFFICER. THE BOARD OF DIRECTORS SHALL NOT APPROVE ANY TRANSACTION TO WHICH THE CORPORATION WOULD BE A PARTY AND IN WHICH A DIRECTOR OR OFFICER OF THE CORPORATION HAS A MATERIAL FINANCIAL INTEREST UNLESS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 107,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,075. BUSINESS DEVELOPMENT: PROGRAM SERVICE EXPENSES 48,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 48,750. TOTAL EXPENSES 97,500. WEBSITE MAINTENANCE: PROGRAM SERVICE EXPENSES 12,322. MANAGEMENT AND GENERAL EXPENSES 12,322. FUNDRAISING EXPENSES 12,322. TOTAL EXPENSES 36,966.