Current Edition
November 1-15, 2006
Last Issue:
October 16-31, 2006

Grasso Breached Fiduciary Duty
By Failing to Report Income to Board

New York Court orders former NYSE CEO
to repay millions of his compensation

Full Article (free)

CRAT Trustee Not Required
To Diversity Stock Holdings

Trustee did not breach duty to remainder charities
by taking 10 months to divest Lilly stock during market decline

Free Preview | Full Article

Court Refuses to Permit Trust
To Meet Foundation Payout Requirement

Decision apparently overlooks fact that undistributed income
eventually goes to pay federal excise taxes, not fulfill trust’s purpose

Free Preview | Full Article

Ready Reference Page - No. 96
IRS Provides Interim Guidance
On Pension Act Provisions

Standards given for foundation grants to SOs,
applicability dates, disaster relief funds, and scholarships

Preview | Full Text

Issues Notes

  • Last Minute Gift for a Colleague—and Yourself.
  • Thursday with the Editor, December 28

To the Point

As a member of the Board of Directors, I have been told that the salary of our Executive Director is protected information not available to me or the public. Is this correct?
Answer

Lessons from Litigation  Full Article

  • Bequest for conservation purposes creates trust
  • Hospital not liable for acts of agency nursing assistant

Tax Matters Full Article

  • Charity can’t join benefits firm in tax refund claim
  • Even the U.S. gets the terminology wrong

Employment Law Full Article

  • Supervisor’s making life miserable may be constructive discharge

Say That Again

 


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