Description Date Docket #
Orange Catholic Foundation v. Arvizu
California Court of Appeal
Tax-exempt Organizations, Probate, Trusts & Estates
Affirmed the denial of a Roman Catholic Diocese's petition to remove an individual from her position as trustee of an individual's trust and for...
10/17/2018 G055189
Americans for Prosperity Foundation v. Becerra
United States Ninth Circuit
Constitutional Law, Tax Law, Tax-exempt Organizations
Upheld the constitutionality of California's requirement that charitable organizations must disclose the names and addresses of certain large...
09/11/2018 16-55727
Advocate Health Care Network v. Stapleton
United States Supreme Court
Tax-exempt Organizations, Labor & Employment Law, ERISA
In a class action under the Employee Retirement Income Security Act of 1974 (ERISA) against church-affiliated nonprofits that run hospitals and other...
06/05/2017 16-74
City and County of S.F. v. Regents
California Court of Appeal
Tax-exempt Organizations, Tax Law, Education Law, Constitutional Law
In a case to decide whether the City and County of San Francisco can compel state universities that operate parking lots in the city to collect city...
05/25/2017 A144500
Tract No. 7260 Assn. v. Parker
California Court of Appeal
Tax-exempt Organizations, Corporation & Enterprise Law
In an action brought by a member of a nonprofit mutual benefit corporation to inspect the corporation's membership list, and other books and records,...
03/24/2017 B271111
Puri v. Khalsa
United States Ninth Circuit
Tax-exempt Organizations, Constitutional Law
In a dispute over the control of two nonprofit entities associated with the Sikh Dharma religious community, the district court's dismissal of the...
01/06/2017 13-36024
Nat'l Inst. of Famil and Life Advocates v. Harris
United States Ninth Circuit
Tax-exempt Organizations, Civil Rights, Constitutional Law, Corporation & Enterprise Law
In a motion for a preliminary injunction sought by three religiously-affiliated non-profit corporations to prevent the enforcement of the California...
10/14/2016 16-55249
George v. Commissioner of IRS
United States First Circuit
Tax-exempt Organizations, Tax Law
In an appeal of a tax court decision affirming a determination by the Commissioner of the Internal Revenue Service (IRS) that he owed $3.790 million...
09/13/2016 15-2305
Rollins v. Dignity Health
United States Ninth Circuit
Tax-exempt Organizations, Class Actions, ERISA
In a putative class action against an employer, alleging it has not maintained its pension plan in compliance with the the Employee Retirement Income...
07/26/2016 15-15351
Diocese of San Joaquin v. Gunner
California Court of Appeal
Tax-exempt Organizations, Property Law & Real Estate, Corporation & Enterprise Law
In a case concerning the ownership of property that belonged to the Dioceses before the disaffiliation of a majority of members from the Episcopal...
04/05/2016 F070264

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