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Enhanced Understanding: 501(c)(3) Private Foundation and 501(c)(2) and 501(c)(25) Relationship
This presentation explores the relationship between 501(c)(3) Private Foundations and 501(c)(2) organizations, highlighting their complementary roles in creating sustainable philanthropic impact.

by The Wealthy Legacies VFO

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PTKG Grant Cost Breakdown

"Our PTKG grant operates on a streamlined 85/15 cost-sharing model - with 85% covered by the grant and just 15% as the client contribution. Let's walk you through the breakdown."

501(c)(3) Private Foundation (PF)
Tax Exemptions
Exempt from income, property, and capital gains taxes with IRS 1023 determination letter.
Revenue Generation
Generates revenue through passive means like investments and lending.
Use of Profits
Allocates profits to support philanthropic endeavors aligned with foundation's mission.
501(c)(2) Role
Asset Leverage
Serves as conduit to leverage 501(c)(3) PF assets.
Smart Investments
Identifies and executes strategic investment opportunities.
Profit Flow
Returns generated profits to the 501(c)(3) PF.
Advantages of This Structure

Balance Sheet Strength
Minimizes risks while maintaining strong financial position
Profit Distribution
Ensures profits flow to charitable purposes
Profit Creation
Maximizes asset potential through strategic investments
This symbiotic relationship enhances financial sustainability while the 501(c)(3) focuses on its philanthropic mission.

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Wyoming Series LLC Overview

Structure and Requirements Formation: A Wyoming Series LLC is formed by filing Articles of Organization with the Wyoming Secretary of State. The filing must explicitly state that the LLC is authorized to establish protected series. Naming: Each series must have a unique name, typically following t

Strategic Benefits of Combining 501(c)(3) and 501(c)(25):
  • Tax-Exempt Financing: The combination allows for the use of tax-exempt bonds to reduce financing costs for large-scale projects.
  • Asset Protection: Real estate assets are held separately under the 501(c)(25), protecting the 501(c)(3) from liabilities.
  • Mission Alignment: Projects can focus on charitable purposes, such as providing affordable housing or revitalizing underserved communities.
  • Long-Term Affordability: The structure ensures that housing remains affordable for low-income residents over time.
This structure combines tax advantages with asset protection while ensuring mission-focused development and sustainable affordability.
Knowledge Unlocks Value
Beyond Entity Structure
It's NEVER the entity alone that matters.
Applied Knowledge
Applicable knowledge unlocks value and protects assets.
Wealthy Legacies
Building sustainable philanthropic impact through smart structures.
WealthyLegacies.com