Conversions / Mergers / Dissolutions

Unfortunately, since the inception of YH Advisors, we have been confronted with an increasing number of exempt organization clients wishing to either convert to a different type of entity, merge into another exempt organization, or dissolve. Accordingly, we have an extensive amount of first-hand practical experience in helping our exempt organization clients undertake the foregoing, including also the following:

• Helping a private foundation convert to a public charity (supporting organization).

• Helping a private foundation convert to a public charity (§509(a)(1) public charity).

• Helping a supporting organization convert to a 509(a)(1) public charity.

• Helping a supporting organization convert from a Type III to a Type I supporting organization.

• Helping facilitate a merger between two religious exempt organizations.

• Helping merge a taxable entity into an exempt organization.

• Helping a foreign exempt organization register to operate in California.