Ingrid Mittermaier
Principal
Principal
Ms. Mittermaier specializes in Grantmaking & Social Investing, International Charitable Transactions & Operations, Private Foundations, Public Charities, Religious Institutions, Revenue-generating Activities, Social Enterprise, Nonprofit Structures, and Relationships and Transactions.
Languages: German
Ms. Mittermaier is a past member of the Executive Committee of the State Bar of California’s Taxation Section, and is also a past Chair of the Tax-Exempt Organizations Committee of the Taxation Section. She is a member of the American Bar Association (Exempt Organizations Committee of the Tax Law Section), the California State Bar Association, and the Bar Association of San Francisco.
Ms. Mittermaier is admitted to the bar in the state of California.
Before joining Adler & Colvin, Ms. Mittermaier practiced with several other law firms in the areas of transactional law, state and local tax law, and nonprofit law.
Ms. Mittermaier lives with her husband and son in Berkeley. She is engaged with several social justice organizations in her community and enjoys music and travel. She regularly spends time in Germany and Turkey connecting with family.
In this legal basics module of the Foundations 101 virtual seminar, you will hear an overview of all private foundation rules, from filing Form 990-PF to public disclosure rules and self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
By the end of this session, you will be able to:
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
2 p.m. to 3:30 p.m. ET
Join an insightful webinar featuring expertise from Adler & Colvin, a renowned nonprofit legal matters law firm specializing in fiscal sponsorships and CalNonprofit Insurance Services. Discover the intricacies of becoming a fiscal sponsor, explore various models, their popularity, associated risks, and insurance requirements.
Co-Presenters:
11:00 a.m. – 12:00 p.m. PT
Panelists:
Moderator: Ingrid Mittermaier, Adler & Colvin
11:00 a.m. – 12:15 p.m. PT
Los Angeles, California
Ingrid Mittermaier will discuss what’s behind the trend of major asset donations to non-501(c)(3) charities; types of tax-exempt/philanthropic vehicles (501(c)(3), 501(c)(4), 501(c)(6), taxable nonprofit corporation, philanthropic LLC); major differences in governance, tax treatment, and regulatory oversight and restrictions; and planning opportunities in light of those differences.
Moderator: I. Mittermaier
Co-presenters: Jennifer Becker Harris, Clark Nuber PS & Jinna Kwak, Adler & Colvin
Moderator: Ingrid Mittermaier
Co-presenters:
Co-presenter: Jane Searing, Deloitte Tax LLP
Co-precentors:
Ingrid Mittermaier, Adler & Colvin, San Francisco
Richard (Rich) Ruvelson, J.D., WithumSmith+Brown
San Francisco, CA
Moderator: I. Mittermaier
Presenters: Michael Durham, Kirton McKonkie; Tania Ibañez, California Attorney General’s Office; Marisa Meltebeke, Davis Wright Tremaine; Audrey Rowe, California Franchise Tax Board’s Office
Los Angeles, CA
Moderator: Ingrid Mittermaier, Adler & Colvin
Co-panelist: Steven Clarke, Ernst & Young
Co-panelist: Alex Reid, Morgan Lewis
Los Angeles, CA
Co-presenter: Richard Ruvelson, WithumSmith + Brown
Sponsor: Strafford Webinars
Legal Intensive (for PFs)
Co-Presenter: John Tyler, Esq., Ewing Marion Kauffman Foundation
Denver, CO
Using Non-c3 Vehicles to Accomplish Philanthropic Objectives
Moderator: Ingrid Mittermaier
Panelists: Prof. Dana Brakman Reiser, Brooklyn Law School; Sharon Lincoln, Foley Hoag LLP
Boston, MA
Mastering Form 990 Schedule D: Supplemental Financial Statements, Identifying Assets Requiring Separate Reporting, Navigating the Interplay between Schedule D Assets and UBTI, and More
Co-Presenter: Richard L. Ruvelson
Nonprofit Issues for the ‘Non’ Nonprofit Lawyer: Nonprofit Formation Issues
Co-Presenters: Lisa Runquist, Willard L. Boyd III
Self-Dealing and Conflicts of Interest
Chicago, IL
Washington D.C.
