Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (22) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: KLTolly One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121599  
Subject: How do I handle a forced "donation"? Date: 8/23/2009 5:52 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
My husband volunteers to coordinate an annual program for a not-for-profit organization. (To quote a commercial, this is "a name you would know", and the program has existed for over 4 decades). There are several students hired on a weekly basis as counselors. After submitting a list of the expenses to be paid - facility, vendors, counselors, the organization provided checks for all but the counselors, claiming thatthe expenses were higher this year than anticipated. Hubby was told that if he wanted them paid, he could pay them himself, then submit for reimbursement. The organization collected the program payments directly in advance of the program. Soft touch that he is, he did not want the counselors stiffed after a week of 24/7 services, so he paid them, which I am sure the foundation was counting on. He has been provided the form to request reimbursement; unfortunately, it is a grant application that cannot be completed by an individual, as they do not award grants to indivduals, only to organizations. They now feel that we should consider this a "donation" to them, and move on.

He has volunteered for this organization (and this program) for over 20 years; this is the first time that he has been out-of-pocket for anything other than some postage and minimal expenses. We have always made annual contributions to the organization, just not in the neighborhood of $5,000 in one shot.

I looked at the IRS website, and it does not appear that we can deduct this on Schedule A, as all of the checks were made payable to individuals, even though the program was referenced on the memo line.

The real irony (to me) is that the program has historically run at a deficit; this year was the closest to breakeven ever! What they've done amounts to extortion, in my mind.

TIA for any suggestions.

Tina
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (22) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

Disclaimer:
In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

Looking at Currency Ratios
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement