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EIN 46-3253100

Policy and Taxation Group

IRS 501(c) type
501(c)(4)
Num. employees
0
City
Washington
State
District of Columbia
Year formed
2013
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
Policy and Taxation Group advocates for family offices and successful individuals, focusing on tax policy education and the elimination of punitive taxes.
Total revenues
$906,753
2023
Total expenses
$1,075,490
2023
Total assets
$173,374
2023
Num. employees
0
2023

Program areas at Policy and Taxation Group

Provide education about estate, gift and generation-skipping transfer taxes and to advocate for the elimination of those taxes through lobbying activities.

Grants made by Policy and Taxation Group

GranteeGrant descriptionAmount
Each American DreamGeneral Purpose$52,829

Personnel at Policy and Taxation Group

NameTitleCompensation
Patricia M SoldanoDirector$180,000
John MarinoDirector of Strategic Partnerships and Business Development

Financials for Policy and Taxation Group

RevenuesFYE 12/2023
Total grants, contributions, etc.$906,500
Program services$0
Investment income and dividends$253
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$906,753

Form 990s for Policy and Taxation Group

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990View PDF
2022-122023-06-02990View PDF
2021-122022-05-16990View PDF
2020-122021-05-10990View PDF
2019-122020-09-02990View PDF
...and 6 more Form 990s

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Data update history
July 18, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 18, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 2, 2023
Posted financials
Added Form 990 for fiscal year 2022
May 15, 2023
Used new vendors
Identified 2 new vendors, including , and
April 12, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
No nonprofit types found
Issues
No issues found
Characteristics
Political advocacyNo full-time employees
General information
Address
712 H St Ne 1091
Washington, DC 20002
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
Website URL
policyandtaxationgroup.com/ 
Phone
(714) 357-3140
IRS details
EIN
46-3253100
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2013
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Z99: Z99
Parent/child status
Independent
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