2021 Rocky Mountain Tax Seminar for Private Foundations Presented by El Pomar Foundation

12th annual

Day 1

Day 1 Wednesday, September 15th

8:15 AM
Attendee Check In and Breakfast

Garden Pavilion 

8:15 AM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West

9:00 AM
Introductions and Announcements

Jim Hasson and Eleanor Martinez

9:15 AM
The Most Important Current Developments for Private Foundations

Bruce Hopkins

10:15 AM
Break

Garden Pavilion 

10:30 AM
Current Tax Legislative Considerations Relevant to Private Philanthropy

Ruth Madrigal and Jennifer Acuna

11:30 AM
Foundation Community Responses to Legislative Prospects

Faculty 

12:20 PM
Lunch

Garden Pavilion 

1:20 PM
Practical Issues Confronting Private Foundations

Faculty

2:15 PM
Hotel Shuttle to Broadmoor West

Departs from Garden Pavilion, upper parking lot

4:45 PM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West

5:00 PM
Welcome Reception; Hors d'oeuvres and Cocktails

Penrose House, Fountain Courtyard

*dinner at your leisure

6:30 PM
Hotel Shuttle to Broadmoor West

Departs from Garden Pavilion, upper parking lot

Day 2

Day 2 Thursday, September 16th

8:30 AM
Breakfast

Garden Pavilion

8:30 AM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West
 

9:00 AM
How to Structure a Program Related Investment (Loan or Equity)

Celia Roady and Kimberly Eney

9:50 AM
Should Operating Foundation Status Be Considered?

Ruth Madrigal

10:15 AM
Break

Garden Pavilion

10:30 AM
Final UBIT Regulations & the Investment Asset Rules for Private Foundations

Jim Hasson

10:55 AM
How Should a Foundation Hold Title to Real Estate

Erik Estrada

11:20 AM
Diversity, Equity and Inclusion; Foundation Legal and Practical Issues

Erik Estrada and Kimberly Eney

12:00 PM
Lunch

Garden Pavilion

1:00 PM
Practical Issues Confronting Private Foundations

Faculty

2:30 PM
Hotel Shuttle to Broadmoor West

Departs Garden Pavilion, upper parking lot

Day 3

Day 3 Friday, September 17th

8:30 AM
Hotel Shuttle to Penrose House, Garden Pavilion

Departs from Broadmoor West

8:30 AM
Breakfast

Garden Pavilion

9:00 AM
Announcements

Garden Pavilion

9:05 AM
How to Obtain a Miscellaneous Determination from the IRS

Jim Hasson

9:30 AM
Can a Private Foundation Affiliate with a (c)(4) to Pursue Lobbying?

Celia Roady

10:00 AM
Break

Garden Pavilion

10:15 AM
Can a Foundation Fund and Advise a DAF?

Bruce Hopkins

10:40 AM
Recent and Anticipated IRS Audit Activity

Ruth Madrigal

11:05 AM
Practical Issues Confronting Private Foundations

Faculty

12:05 PM
Hotel Shuttle to Broadmoor West

Departs Garden Pavilion, upper parking lot