Tax Exempt and Non-Profit Organizations

Tax-exempt organizations face many challenges today as they strive to provide excellent services and care while controlling costs.  Bourne, Noll & Kenyon has been meeting the specialized legal needs of nonprofit organizations for many years. We have represented a variety of clients in the field, including private foundations, public charities, religious organizations, trade associations and social and recreational organizations. Our experience, legal knowledge and technical skills enable us to deliver efficient, personalized services that are cost-effective for nonprofit organizations throughout their life cycle including formation, operations and dissolution.

The areas in which we assist our clients include but are not limited to the following:

  • Formation (certificates of incorporation, bylaws, charitable trust agreements and other governing documents)
  • Qualification for tax exemption under the Internal Revenue Code (Form 1023 and 1024 applications)

  • Advising boards of trustees and officers

  • Volunteer liability issues

  • Strategic and long range planning

  • Tax compliance (advice concerning private inurement, private benefit, conflicts of interest, unrelated business income and preparation of annual tax filings Form 990, 990-PF and NJ CRI)

  • Charitable planning and gifting

  • Business transactions (contracts, leases, purchase and sale of real estate)

"Serving our clients since 1936"
382 Springfield Avenue, Suite 507, Summit, New Jersey  07901
Tel: (908) 277-2200; Fax: (908) 277-6808; email: