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    Dear Ilona,<br>
    <br>
    you might have missed my previous email, in the immediate aftermath
    of the Internet Society Board of Trustees meeting on 2nd November
    2024 and the run-up to the Internet Society Activities and Staff
    meetings taking place in Istanbul last week.<br>
    <br>
    I am therefore sending you a copy of the thread in which my question
    asking for a copy of the agreement which you refer to as "<i>The
      agreement in place since 2018 between the Foundation and Internet
      Society focuses on the legal obligations in line with the
      Foundation's role as a 509(a)(3)..." </i>remains unanswered.<br>
    <br>
    Since I am unable to locate this agreement, I should think it would
    be easy for you to forward it accordingly.<br>
    <br>
    Kindest regards,<br>
    <br>
    Olivier Crépin-Leblond<br>
    <br>
    <br>
    <div class="moz-cite-prefix">On 06/11/2024 22:33, Olivier MJ
      Crépin-Leblond wrote:<br>
    </div>
    <blockquote type="cite"
      cite="mid:4571a5a1-41d3-41ce-9bdb-24c42ff79f67@gih.com">
      <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
      Dear Ilona,<br>
      <br>
      Thank you for sharing the pointers to the documents on which you
      have based your response that ISOC is not "outsourcing" to the
      Foundation and that the two entities cooperate to achieve the
      mission of the Internet Society.<br>
      <br>
      In your email to Judith Hellerstein of 28th September 2024, you
      point to an agreement in place:<br>
      "<i>On the agreements side, the email of September 23 references
        the agreement in place since July 1, 2018 between the Foundation
        and Internet Society. The name of the agreement: Facilities and
        Services Agreement. Description: how the two organizations may
        share some employees and the use of space on a cost
        reimbursement basis as needed.</i>"<br>
      <br>
      In the 23rd September 2024 email you refer to, the only reference
      you make to a 2018 agreement is as follows:<br>
      "<i>The agreement in place since 2018 between the Foundation and
        Internet Society focuses on the legal obligations in line with
        the Foundation's role as a 509(a)(3) and therefore, won’t be
        useful for that purpose.</i>"<br>
      <br>
      Checking both the Internet Society and the Internet Society
      Foundation Web sites, I could not trace that agreement.<br>
      <br>
      Please be so kind to provide a copy of such an agreement.<br>
      <br>
      Kindest regards,<br>
      <br>
      Olivier Crépin-Leblond<br>
      <br>
      <br>
      <div class="moz-cite-prefix">On 28/10/2024 12:13, Ilona Levine
        wrote:<br>
      </div>
      <blockquote type="cite"
        cite="mid:86440D57-02FF-4B09-94EB-B00694896F65@isoc.org">
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        <div class="WordSection1">
          <p class="MsoNormal"><span style="font-size:11.0pt">Hi Judith,<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt">The
              request seeking services agreement is based on the
              assumption that the relationship between the two
              organization is of the vendor type.  As I mentioned in my
              emails of September 20, September 23 and October 10,
              the Foundation, instead, is a subsidiary of ISOC, not a
              third-party service provider or outside contractor.  So,
              ISOC is not “outsourcing” to the Foundation but instead,
              the two entities cooperate to achieve the mission of the
              Internet Society.  <o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt">In other
              words, that relationship is based on the US federal tax
              law, not a set of service agreements.  Here are some
              additional legal documents that expand on that principle:<o:p></o:p></span></p>
          <ul style="margin-top:0in" type="disc">
            <li class="MsoNormal" style="mso-list:l0 level1 lfo2"><span
                style="font-size:11.0pt">The Foundation’s articles of
                incorporation: <a
href="https://www.isocfoundation.org/wp-content/uploads/2020/04/Foundation-Articles-of-Incorporation.pdf?_gl=1*1t6uwq3*_up*MQ..*_ga*NjczNzE1NzcxLjE3Mjk3ODQ2OTI.*_ga_BQY6ZNFJLB*MTcyOTc4NDY5MC4xLjEuMTcyOTc4NDcxMy4wLjAuMA.."
                  target="_blank"
title="https://www.isocfoundation.org/wp-content/uploads/2020/04/Foundation-Articles-of-Incorporation.pdf?_gl=1*1t6uwq3*_up*MQ..*_ga*NjczNzE1NzcxLjE3Mjk3ODQ2OTI.*_ga_BQY6ZNFJLB*MTcyOTc4NDY5MC4xLjEuMTcyOTc4NDcxMy4wLjAuMA.."
                  moz-do-not-send="true">Articles of Incorporation</a>.
                Article SECOND of the Articles of Incorporation provides
                that the Internet Society is the sole member the
                Foundation. Article THIRD provides that the Foundation
                is organized for the benefit of, or to conduct or
                carryout the purposes of, the Internet Society. <o:p></o:p></span></li>
            <li class="MsoNormal" style="mso-list:l0 level1 lfo2"><span
                style="font-size:11.0pt">The Foundation’s IRS
                Determination Letter, which designates the Foundation as
                a Type I Supporting Organization based on the
                Foundation’s Articles of Incorporation: <a
href="https://www.isocfoundation.org/wp-content/uploads/2020/04/Foundation-Determination-Letter.pdf"
                  target="_blank"
title="https://www.isocfoundation.org/wp-content/uploads/2020/04/Foundation-Determination-Letter.pdf"
                  moz-do-not-send="true">IRS Determination Letter</a><o:p></o:p></span></li>
            <li class="MsoNormal" style="mso-list:l0 level1 lfo2"><u><span
                  style="font-size:11.0pt">Foundation's</span></u><span
                style="font-size:11.0pt"> <a
href="https://www.isocfoundation.org/board-of-trustees/governance/by-laws/"
                  target="_blank"
title="https://www.isocfoundation.org/board-of-trustees/governance/by-laws/"
                  moz-do-not-send="true">Bylaws</a> might also helpful.<o:p></o:p></span></li>
          </ul>
          <p class="MsoNormal" style="margin-left:.5in"><span
              style="font-size:11.0pt"><o:p> </o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt">Similarly,
              for ISOC:<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><a
href="https://www.internetsociety.org/about-internet-society/governance-policies/articles-of-incorporation/"
                target="_blank"
title="https://www.internetsociety.org/about-internet-society/governance-policies/articles-of-incorporation/"
                moz-do-not-send="true">Articles of Incorporation</a><o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><a
href="https://www.internetsociety.org/about-internet-society/governance-policies/by-laws/"
                target="_blank"
title="https://www.internetsociety.org/about-internet-society/governance-policies/by-laws/"
                moz-do-not-send="true">Bylaws</a><o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt">On the
              agreements side, the email of September 23 references the
              agreement in place since July 1, 2018 between the
              Foundation and Internet Society. The name of the
              agreement: Facilities and Services Agreement. Description:
              how the two organizations may share some employees and the
              use of space on a cost reimbursement basis as needed. <o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt">Best,<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt">Ilona<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
          <div>
            <div>
              <p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white">Ilona
                    Levine,</span></b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"> SVP,
                  General Counsel and Corporate Secretary</span><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
              <p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"><a
                    href="mailto:levine@isoc.org"
                    title="mailto:levine@isoc.org"
                    moz-do-not-send="true"><span style="color:#0563C1">levine@isoc.org</span></a>|
                </span><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C"><br>
                  <span style="background:white">internetsociety.org |
                    @internetsociety</span></span><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
              <p class="MsoNormal"
                style="line-height:13.5pt;background:white"><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:red"><a
                    href="https://bit.ly/3nUsQmJ" target="_blank"
                    title="https://bit.ly/3nUsQmJ"
                    moz-do-not-send="true"><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Donate
                      today.</span></a><o:p></o:p></span></p>
              <p class="MsoNormal"
                style="line-height:13.5pt;background:white"><b><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Help
                    protect the Internet for everyone.</span></b><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:red"><o:p></o:p></span></p>
              <p class="MsoNormal"><span
style="font-family:"Calibri",sans-serif;color:black"> </span><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
              <p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black"><img
                    border="0" width="68" height="34"
                    style="width:.7083in;height:.3541in"
                    id="Picture_x0020_1"
                    src="cid:part1.ZkLFCD5X.NrQAmBGb@gih.com"
alt="https://backchannel.internetsociety.org/wp-content/uploads/2020/01/image001.png"
                    class=""></span><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
              <p class="MsoNormal"><span
style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:black">This
                  communication is the property of the Internet Society
                  and may contain confidential or privileged
                  information.  Unauthorized use of this communication
                  is strictly prohibited.  If you have received it in
                  error, please notify the sender by reply e-mail and
                  destroy all copies of the communication and any
                  attachments.</span><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
            </div>
          </div>
          <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
          <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
          <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
            <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Judith
                Hellerstein <a class="moz-txt-link-rfc2396E"
                  href="mailto:judith@jhellerstein.com"
                  moz-do-not-send="true"><judith@jhellerstein.com></a><br>
                <b>Date: </b>Sunday, October 27, 2024 at 8:27 PM<br>
                <b>To: </b>Ilona Levine <a
                  class="moz-txt-link-rfc2396E"
                  href="mailto:levine@isoc.org" moz-do-not-send="true"><levine@isoc.org></a><br>
                <b>Cc: </b>Olivier MJ Crépin-Leblond <a
                  class="moz-txt-link-rfc2396E"
                  href="mailto:ocl@gih.com" moz-do-not-send="true"><ocl@gih.com></a>,
                Ted IETF <a class="moz-txt-link-rfc2396E"
                  href="mailto:ted.ietf@gmail.com"
                  moz-do-not-send="true"><ted.ietf@gmail.com></a>,
                Chapter Delegates <a class="moz-txt-link-rfc2396E"
                  href="mailto:chapter-delegates@elists.isoc.org"
                  moz-do-not-send="true"><chapter-delegates@elists.isoc.org></a><br>
                <b>Subject: </b>Re: [Chapter-delegates] Follow-up on
                Chapters Advisory Council Meeting of 17 September 2024<o:p></o:p></span></p>
          </div>
          <div>
            <p class="MsoNormal"><o:p> </o:p></p>
          </div>
          <div>
            <p class="MsoNormal">Hi Ilona,<o:p></o:p></p>
            <div>
              <p class="MsoNormal">In Chris’s response there were no
                documents sent. He just talked about the communications
                plan.  What Olivier is seeking is documents that set out
                the rules for engagement between the foundation and the
                ISOC HQ <o:p></o:p></p>
            </div>
            <div>
              <p class="MsoNormal">As Olivier states, Supporting
                Organisation and the Supported Organisation is
                formalised by a set of service agreements since the two
                organisations remain legally distinct.<o:p></o:p></p>
            </div>
            <div>
              <p class="MsoNormal"><o:p> </o:p></p>
            </div>
            <div>
              <p class="MsoNormal">It is these documents we are seeking.
                 We are not seeking the communications plan but these
                specific legal documents that are connecting the two
                groups.  <o:p></o:p></p>
            </div>
            <div>
              <p class="MsoNormal"><o:p> </o:p></p>
            </div>
            <div>
              <p class="MsoNormal">I have not seen these either neither
                in your emails or in Chris’s and so I support Olivier’s
                request<o:p></o:p></p>
            </div>
            <div>
              <p class="MsoNormal"><o:p> </o:p></p>
            </div>
            <div>
              <p class="MsoNormal">Best,<o:p></o:p></p>
            </div>
            <div>
              <p class="MsoNormal"><o:p> </o:p></p>
            </div>
            <div>
              <p class="MsoNormal">Judith Hellerstein<o:p></o:p></p>
            </div>
            <div>
              <p class="MsoNormal">Chapter Advisory Representative from
                ISOC DC<o:p></o:p></p>
              <div>
                <p class="MsoNormal">Sent from my iPad<span
                    style="font-size:13.0pt"> </span><o:p></o:p></p>
                <div>
                  <p class="MsoNormal"><span style="font-size:13.0pt"><a
class="moz-txt-link-abbreviated moz-txt-link-freetext"
                        href="mailto:judith@jhellerstein.com"
                        moz-do-not-send="true">judith@jhellerstein.com</a> </span><o:p></o:p></p>
                </div>
                <div>
                  <p class="MsoNormal"><span style="font-size:13.0pt">Skype
                      ID:JudithHellerstein</span><o:p></o:p></p>
                </div>
              </div>
              <div>
                <p class="MsoNormal"><br>
                  <br>
                  <o:p></o:p></p>
                <blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
                  <p class="MsoNormal" style="margin-bottom:12.0pt">On
                    Oct 27, 2024, at 11:28<span
                      style="font-family:"Arial",sans-serif"> </span>AM,
                    Ilona Levine via Chapter-delegates <a
                      class="moz-txt-link-rfc2396E"
                      href="mailto:chapter-delegates@elists.isoc.org"
                      moz-do-not-send="true"><chapter-delegates@elists.isoc.org></a>
                    wrote:<o:p></o:p></p>
                </blockquote>
              </div>
              <blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
                <div>
                  <p class="MsoNormal"><span style="font-size:11.0pt">Hello
                      Olivier,</span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt">To
                      address your concern that you have not received
                      any response from me on the matters you have
                      raised, I refer you to the emails dated 20
                      September, 23 September, and 10 October. They
                      contain information necessary to assist you and
                      ChAC, if needed, in the meeting with Chris next
                      week.</span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt">Best,</span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt">Ilona</span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <div>
                    <div>
                      <p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white">Ilona
                            Levine,</span></b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"> General
                          Counsel and Corporate Secretary</span><o:p></o:p></p>
                      <p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"><a
                            href="mailto:levine@isoc.org"
                            title="mailto:levine@isoc.org"
                            moz-do-not-send="true"><span
                              style="color:#0563C1">levine@isoc.org</span></a>|
                        </span><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C"><br>
                          <span style="background:white">internetsociety.org
                            | @internetsociety</span></span><o:p></o:p></p>
                      <p class="MsoNormal"
                        style="line-height:13.5pt;background:white"><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:red"><a
                            href="https://bit.ly/3nUsQmJ"
                            target="_blank"
                            title="https://bit.ly/3nUsQmJ"
                            moz-do-not-send="true"><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Donate
                              today.</span></a></span><o:p></o:p></p>
                      <p class="MsoNormal"
                        style="line-height:13.5pt;background:white"><b><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Help
                            protect the Internet for everyone.</span></b><o:p></o:p></p>
                      <p class="MsoNormal"><span
style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
                      <div>
                        <p class="MsoNormal"><image001.png><o:p></o:p></p>
                      </div>
                      <p class="MsoNormal"><span
style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:black">This
                          communication is the property of the Internet
                          Society and may contain confidential or
                          privileged information.  Unauthorized use of
                          this communication is strictly prohibited.  If
                          you have received it in error, please notify
                          the sender by reply e-mail and destroy all
                          copies of the communication and any
                          attachments.</span><o:p></o:p></p>
                    </div>
                  </div>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                  <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
                    <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
                        MJ Crépin-Leblond <a
                          class="moz-txt-link-rfc2396E"
                          href="mailto:ocl@gih.com"
                          moz-do-not-send="true"><ocl@gih.com></a><br>
                        <b>Date: </b>Thursday, October 24, 2024 at
                        10:24 AM<br>
                        <b>To: </b>Ilona Levine <a
                          class="moz-txt-link-rfc2396E"
                          href="mailto:levine@isoc.org"
                          moz-do-not-send="true"><levine@isoc.org></a>,
                        Ted IETF <a class="moz-txt-link-rfc2396E"
                          href="mailto:ted.ietf@gmail.com"
                          moz-do-not-send="true"><ted.ietf@gmail.com></a><br>
                        <b>Cc: </b>Chapter Delegates <a
                          class="moz-txt-link-rfc2396E"
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
                        Sally Wentworth <a
                          class="moz-txt-link-rfc2396E"
                          href="mailto:wentworth@isoc.org"
                          moz-do-not-send="true"><wentworth@isoc.org></a><br>
                        <b>Subject: </b>Re: Follow-up on Chapters
                        Advisory Council Meeting of 17 September 2024</span><o:p></o:p></p>
                  </div>
                  <div>
                    <p class="MsoNormal"> <o:p></o:p></p>
                  </div>
                  <p class="MsoNormal" style="margin-bottom:12.0pt">Dear
                    Ilona,<br>
                    <br>
                    referring to my email below, I note with concern
                    that I appear to have not received any response from
                    you on the matters I raised. Having mentioned in
                    your email dated 8 October 2024 that "<i>All
                      necessary legal documents, including agreements,
                      have been put in place to respect the separate
                      nature of the two organizations." </i>, I am yet
                    to have seen any of these documents which you
                    mentioned. Please be so kind to share them or if
                    this is not possible, even in a redacted manner,
                    then please provide a list of the agreements to
                    which you refer, including the date of the
                    agreement, the name of the agreement, the signatory
                    parties, and a brief description of each agreement.<br>
                    <br>
                    I reiterate the differentiation between a
                    "supporting organisation" and a "merged
                    organisation", which are not legally the same.
                    Supporting organisations require, under Company Law,
                    that the link between the Supporting Organisation
                    and the Supported Organisation is formalised by a
                    set of service agreements since the two
                    organisations remain legally distinct.<br>
                    <br>
                    I look forward to your prompt response.<br>
                    <br>
                    Kindest regards,<br>
                    <br>
                    Olivier Crépin-Leblond<br>
                    <br>
                    <br>
                    <o:p></o:p></p>
                  <div>
                    <p class="MsoNormal">On 15/10/2024 10:56, Olivier MJ
                      Crépin-Leblond wrote:<o:p></o:p></p>
                  </div>
                  <blockquote
                    style="margin-top:5.0pt;margin-bottom:5.0pt">
                    <p class="MsoNormal" style="margin-bottom:12.0pt">Dear
                      Ilona,<br>
                      <br>
                      thank you for your email dated 10 October 2024.<br>
                      <br>
                      I am disappointed to note that you have still not
                      provided a response with the information requested
                      in my emails appended in the email thread below.
                      You will note the extract below from my email
                      dated 8 October 2024: <br>
                      <br>
                      QUOTE: <br>
                      "Responding to your note: "<i>All necessary legal
                        documents, including agreements, have been put
                        in place to respect the separate nature of the
                        two organizations.</i><br>
                      <br>
                      All I am asking is for them to be shared. If that
                      is not possible, even in a redacted manner, for
                      whatever reason, then please provide a list of the
                      agreements to which you refer, including the date
                      of the agreement, the name of the agreement, the
                      signatory parties, and a brief description of each
                      agreement."<br>
                      <br>
                      I reiterate this request and would be grateful if
                      you could provide the information requested
                      without further delay. <br>
                      <br>
                      I very much appreciate (and draw your attention
                      to) the input and support for this information
                      request from my fellow "Chapter Delegates". <br>
                      <br>
                      As a reminder, in U.S. company law, a "supporting
                      organisation" and a "merged organisation" are not
                      legally the same.<br>
                      <br>
                      I am pleased that we all appear to agree that the
                      Internet Society Foundation is formally a "Section
                      509(a)(3) Supporting Organisation" under United
                      States Non Profit Tax Law. <br>
                      The information from the IRS links below provide
                      helpful "Official Guidance":<br>
                      <br>
                      <a
href="https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations"
                        moz-do-not-send="true"
                        class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations</a><br>
                      <a
href="https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types"
                        moz-do-not-send="true"
                        class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types</a><br>
                      <br>
                      I look forward to your prompt response.<br>
                      <br>
                      Kindest regards,<br>
                      <br>
                      Olivier Crépin-Leblond<br>
                      <br>
                      <br>
                      <o:p></o:p></p>
                    <div>
                      <p class="MsoNormal">On 10/10/2024 17:04, Ilona
                        Levine wrote:<o:p></o:p></p>
                    </div>
                    <blockquote
                      style="margin-top:5.0pt;margin-bottom:5.0pt">
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt">Hi Olivier,</span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt"> </span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt">Thank you for your
                          follow up email. I think the use of the term
                          "outsourcing" in the email below might have
                          caused some confusion.  You mentioned you are
                          familiar with the “supporting organizations”
                          and how they operate, but it might also be
                          helpful for me to provide some additional
                          background for others.<br>
                          <br>
                          As you know, the relationship between
                          supporting and supported organizations is not
                          a vendor or contractor relationship. Though
                          the Foundation is a separate corporation, it
                          is a controlled subsidiary of ISOC, not a
                          third-party service provider or outside
                          contractor.  So ISOC is not “outsourcing” to
                          the Foundation but instead, the two entities
                          cooperate to achieve the mission of the
                          Internet Society.  In other words, as a
                          supporting organization, the Foundation’s
                          purpose is to operate for the benefit of, and
                          to support, ISOC. In furtherance of that
                          purpose, the Foundation conducts programs and
                          activities that benefit ISOC and furthers
                          ISOC’s mission. For example, the Foundation
                          engages in communications activities at the
                          direction of and to the benefit of ISOC.<br>
                          <br>
                          <br>
                          <br>
                        </span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt">As you also know
                          based on your extensive experience with
                          nonprofits, the Internet Society Board
                          develops the overall strategy for
                          ISOC. Internet Society management then
                          develops its action plan and in turn, works
                          with the Foundation to ensure that it, as a
                          supporting organization, provides the support
                          necessary to achieve ISOC’s goals. The
                          Foundation does that through its own action
                          plan, which sets out objectives for all of its
                          functions, including the communications
                          function.  So the Board sets the strategy,
                          Internet Society management creates the action
                          plans, and the Foundation management allocates
                          resources to support those plans as necessary.
                        </span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt"> </span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt">After the approval of
                          the 2025 action plans, ISOC will share them
                          with the community.  As discussed earlier,
                          part of that will be Chris presenting to this
                          community how the communications group will be
                          tackling its work in the upcoming year.</span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt"> </span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt">Best regards,</span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt">Ilona </span><o:p></o:p></p>
                      <p class="MsoNormal"><span
                          style="font-size:11.0pt"> </span><o:p></o:p></p>
                      <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
                        <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
                            MJ Crépin-Leblond <a
                              href="mailto:ocl@gih.com"
                              moz-do-not-send="true"><ocl@gih.com></a><br>
                            <b>Date: </b>Tuesday, October 8, 2024 at
                            8:47 AM<br>
                            <b>To: </b>Ilona Levine <a
                              href="mailto:levine@isoc.org"
                              moz-do-not-send="true"><levine@isoc.org></a>,
                            Ted IETF <a
                              href="mailto:ted.ietf@gmail.com"
                              moz-do-not-send="true"><ted.ietf@gmail.com></a><br>
                            <b>Cc: </b>Chapter Delegates <a
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
                            Sally Wentworth <a
                              href="mailto:wentworth@isoc.org"
                              moz-do-not-send="true"><wentworth@isoc.org></a><br>
                            <b>Subject: </b>Re: Follow-up on Chapters
                            Advisory Council Meeting of 17 September
                            2024</span><o:p></o:p></p>
                      </div>
                      <div>
                        <p class="MsoNormal"> <o:p></o:p></p>
                      </div>
                      <p class="MsoNormal" style="margin-bottom:12.0pt">Dear
                        Ilona,<br>
                        <br>
                        Further to our discussion two weeks ago
                        regarding the definition of the relationship
                        between the Internet Society and the Internet
                        Society Foundation, in the absence of your
                        response, I wish to reiterate the need for a
                        clear outsourcing agreement between these
                        entities. It is recognised as good business
                        practice internationally to establish such
                        agreements to delineate respective liabilities
                        in the execution of these contracts.<br>
                        <br>
                        Responding to your note: "<i>All necessary legal
                          documents, including agreements, have been put
                          in place to respect the separate nature of the
                          two organizations.</i>"<br>
                        <br>
                        All I am asking is for them to be shared. If
                        that is not possible, even in a redacted manner,
                        for whatever reason, then please provide a list
                        of the agreements to which you refer, including
                        the date of the agreement, the name of the
                        agreement, the signatory parties, and a brief
                        description of each agreement.<br>
                        <br>
                        Looking forward to your prompt response.<br>
                        <br>
                        Kindest regards,<br>
                        <br>
                        Olivier Crépin-Leblond<br>
                        <br>
                        <br>
                        <br>
                        <br>
                        <o:p></o:p></p>
                      <div>
                        <p class="MsoNormal">On 24/09/2024 17:22,
                          Olivier MJ Crépin-Leblond wrote:<o:p></o:p></p>
                      </div>
                      <blockquote
                        style="margin-top:5.0pt;margin-bottom:5.0pt">
                        <p class="MsoNormal">Dear Ilona,<br>
                          <br>
                          Many thanks for your follow-up.<br>
                          <br>
                          The thread may not have come all through.
                          During the Chapter Advisory Council call, Ted
                          mentioned the transfer of some
                          responsibilities in relation to Communications
                          from the Internet Society to the Internet
                          Society Foundation. My initial question to Ted
                          was in regards to the outsourcing agreement as
                          follows:<br>
                          <br>
                          <i>"I was previously unaware of this change.
                            Although the Internet Society Foundation may
                            have been designated by the Internet Society
                            as a "supporting organisation" of the
                            Internet Society, it remains a distinct and
                            separate legal entity. Therefore, I assume
                            that any "outsourcing" of responsibilities
                            such as Marketing and/or Communications
                            would be defined in a written "contract for
                            services" between the Parties setting out
                            (inter-alia) the terms, rights, and
                            obligations of each Party. Could you please
                            provide the terms for such an agreement and
                            any limitations therein?<br>
                            <br>
                            My principal concern lies in distinguishing
                            between executing the Communications Plan
                            and drafting the Communications Plan. These
                            are fundamentally different tasks and would
                            undoubtedly be included in the "contract for
                            services"".</i> <br>
                          <br>
                          The top level responsibility of the strategy
                          of the Internet Society remains within the
                          Internet Society. I find it surprising that an
                          outsourcing entity would be able to dictate
                          that strategy without it being agreed by the
                          Internet Society itself.<br>
                          The Internet Society has the opportunity to
                          outsource the execution of its Communications
                          Plan to a supporting organisation on the basis
                          of terms and conditions agreed between the
                          parties. This requires outsourcing
                          agreement(s) in order to know where the
                          boundaries and responsibilities are between
                          the two organisations, including their
                          respective liabilities in the execution of
                          these agreement(s).<br>
                          <br>
                          For example: <br>
                          <br>
                          <br>
                          <br>
                          <br>
                          <o:p></o:p></p>
                        <h3
style="mso-margin-top-alt:9.0pt;margin-right:0in;margin-bottom:0in;margin-left:0in;background:white">
                          <span style="font-family:Roboto;color:#111111">Key
                            Components of an Outsourcing Communications
                            Agreement</span><o:p></o:p></h3>
                        <ol
style="margin-top:0in;display:flex;flex-direction: column;gap: 12px;padding-inline-start: 24px;font-variant-ligatures: normal;font-variant-caps: normal;orphans: 2;text-align:start;widows: 2;-webkit-text-stroke-width: 0px;text-decoration-thickness: initial;text-decoration-style: initial;text-decoration-color: initial;word-spacing:0px"
                          start="1" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Introduction
                                and Definitions</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="1" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Clearly
                                define the parties involved.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Provide
                                definitions for key terms used
                                throughout the agreement.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="2" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Scope of
                                Services</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="2" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Detail
                                the specific services to be outsourced.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Include
                                service level agreements (SLAs) to set
                                performance standards.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="3" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Term and
                                Termination</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="3" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Specify
                                the duration of the agreement.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Outline
                                conditions for termination by either
                                party.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="4" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Pricing and
                                Payment Terms</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="4" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Define
                                the pricing structure and payment
                                schedule.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Include
                                any penalties for late payments or
                                performance failures.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="5" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Confidentiality
                                and Data Protection</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="5" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Ensure
                                compliance with data protection laws.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Include
                                confidentiality clauses to protect
                                sensitive information.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="6" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Intellectual
                                Property Rights</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="6" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Clarify
                                the ownership of any intellectual
                                property created during the agreement.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="7" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Warranties
                                and Liability</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="7" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Outline
                                the warranties provided by the service
                                provider.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Define
                                the liability limits for both parties.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="8" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Monitoring
                                and Reporting</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="8" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Establish
                                how performance will be monitored and
                                reported.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Include
                                provisions for regular review meetings.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="9" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Dispute
                                Resolution</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="9" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Specify
                                the process for resolving disputes.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Include
                                mediation or arbitration clauses if
                                applicable.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <ol style="margin-top:0in" start="10" type="1">
                          <li class="MsoNormal"
style="color:#111111;mso-list:l1 level1 lfo1;background:white"> <strong><span
                                style="font-family:Roboto">Exit
                                Management</span></strong><span
                              style="font-family:Roboto">:</span><o:p></o:p></li>
                        </ol>
                        <ol start="10" type="1">
                          <ol start="1" type="1">
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Plan for
                                the transition of services back to the
                                company or to another provider.</span><o:p></o:p></li>
                            <li class="MsoNormal"
style="color:#111111;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level2 lfo1;background:white">
                              <span style="font-family:Roboto">Include
                                provisions for the transfer of data and
                                assets.</span><o:p></o:p></li>
                          </ol>
                        </ol>
                        <p class="MsoNormal"
                          style="margin-bottom:12.0pt"><br>
                          <br>
                          I trust that you mentioned: "All necessary
                          legal documents, including agreements, have
                          been put in place to respect the separate
                          nature of the two organizations."<br>
                          Thus I would be interested in its details as
                          explained in my email.<br>
                          <br>
                          Kindest regards,<br>
                          <br>
                          Olivier<br>
                          <br>
                          <br>
                          <br>
                          <o:p></o:p></p>
                        <div>
                          <p class="MsoNormal">On 23/09/2024 18:36,
                            Ilona Levine wrote:<o:p></o:p></p>
                        </div>
                        <blockquote
                          style="margin-top:5.0pt;margin-bottom:5.0pt">
                          <p class="MsoNormal"><span
                              style="font-size:11.0pt">Dear Olivier,</span><o:p></o:p></p>
                          <p class="MsoNormal"><span
                              style="font-size:11.0pt">I understand that
                              the nature of your request is to assist
                              the Chapters Advisory Council and Chris
                              Locke in preparation to his session on the
                              communication plan. The agreement in place
                              since 2018 between the Foundation and
                              Internet Society focuses on the legal
                              obligations in line with the Foundation's
                              role as a 509(a)(3) and therefore, won’t
                              be useful for that purpose.</span><o:p></o:p></p>
                          <p class="MsoNormal"><span
                              style="font-size:11.0pt">Best regards,</span><o:p></o:p></p>
                          <p class="MsoNormal"><span
                              style="font-size:11.0pt">Ilona</span><o:p></o:p></p>
                          <p class="MsoNormal"><span
                              style="font-size:11.0pt"> </span><o:p></o:p></p>
                          <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
                            <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
                                MJ Crépin-Leblond <a
                                  href="mailto:ocl@gih.com"
                                  moz-do-not-send="true"><ocl@gih.com></a><br>
                                <b>Date: </b>Sunday, September 22, 2024
                                at 8:52 AM<br>
                                <b>To: </b>Ilona Levine <a
                                  href="mailto:levine@isoc.org"
                                  moz-do-not-send="true"><levine@isoc.org></a>,
                                Ted IETF <a
                                  href="mailto:ted.ietf@gmail.com"
                                  moz-do-not-send="true"><ted.ietf@gmail.com></a><br>
                                <b>Cc: </b>Chapter Delegates <a
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
                                Sally Wentworth <a
                                  href="mailto:wentworth@isoc.org"
                                  moz-do-not-send="true"><wentworth@isoc.org></a><br>
                                <b>Subject: </b>Re: Follow-up on
                                Chapters Advisory Council Meeting of 17
                                September 2024</span><o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"> <o:p></o:p></p>
                          </div>
                          <p class="MsoNormal"
                            style="margin-bottom:12.0pt">Dear Ilona,<br>
                            <br>
                            thank you for clarifying that all necessary
                            legal documents, including agreements, have
                            been duly executed to respect the separate
                            nature of the two organisations.<br>
                            <br>
                            I am aware of the publication of the
                            original IETF Administration LLC agreements
                            with the Internet Society, specifically:<br>
                            <a
href="https://www.ietf.org/media/documents/IETF_Funding_Agreement_-_Executed_-_20201123.pdf"
                              moz-do-not-send="true">IETF-ISOC Funding
                              Agreement (2020)</a><br>
                            <a
href="https://www.ietf.org/media/documents/IETF_ISOC_Funding_Amendment_Amendment_-_20201222.pdf"
                              moz-do-not-send="true">IETF-ISOC Funding
                              Agreement Amendment (2020)</a><br>
                            <a
href="https://www.ietf.org/media/documents/ISOC-IETF_Amended_Funding_Agreement_-_20240103_-_Redacted_Executed.pdf"
                              moz-do-not-send="true">IETF-ISOC Funding
                              Agreement Amended and Restated (2024)</a><br>
                            <br>
                            These documents are accessible on the IETF
                            Administration LLC’s website at <a
href="https://www.ietf.org/administration/overview/"
                              moz-do-not-send="true"
                              class="moz-txt-link-freetext">
https://www.ietf.org/administration/overview/</a>.<br>
                            <br>
                            Could you kindly confirm whether the
                            agreements between the Foundation and the
                            Internet Society are also publicly
                            available? I have been unable to locate them
                            on either website.<br>
                            <br>
                            I would appreciate it if you could provide a
                            list of the agreements to which you refer,
                            including the date of the agreement, the
                            name of the agreement, the signatory
                            parties, and a brief description of each
                            agreement.<br>
                            <br>
                            I look forward to your kind response.<br>
                            <br>
                            Kindest regards,<br>
                            <br>
                            Olivier<br>
                            <br>
                            <br>
                            <br>
                            <br>
                            <o:p></o:p></p>
                          <div>
                            <p class="MsoNormal">On 20/09/2024 19:48,
                              Ilona Levine wrote:<o:p></o:p></p>
                          </div>
                          <blockquote
                            style="margin-top:5.0pt;margin-bottom:5.0pt">
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt">Hi Olivier,
                                thank you for your follow up email.  You
                                noted that you are aware of the tax
                                requirements that apply to supporting
                                organizations.  Mainly, those
                                requirements relate to supporting the
                                mission of its supported entities.  In
                                this case, the Internet Society.  </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt">As part of that
                                support, the Foundation provides grants
                                to other organizations that have
                                missions consistent with the Internet
                                Society’s in order to fund programs that
                                further the Internet Society’s purposes.
                                The Foundation also engages in
                                activities that support Internet Society
                                directly. For example, the Foundation
                                engages in fundraising and communication
                                activities for the benefit of the
                                Internet Society.</span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt">As you also
                                pointed out, the Foundation is a
                                separate legal entity.  It is a
                                controlled subsidiary of Internet
                                Society.  All necessary legal documents,
                                including agreements, have been put in
                                place to respect the separate nature of
                                the two organizations.</span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt">I trust this
                                answers your question.</span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt">Best regards,</span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt">Ilona</span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <div>
                              <div>
                                <p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white">Ilona
                                      Levine,</span></b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"> SVP,
                                    General Counsel and Corporate
                                    Secretary</span><o:p></o:p></p>
                                <p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"><a
                                      href="mailto:levine@isoc.org"
                                      title="mailto:levine@isoc.org"
                                      moz-do-not-send="true"><span
                                        style="color:#0563C1">levine@isoc.org</span></a>|
                                  </span><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C"><br>
                                    <span style="background:white">internetsociety.org
                                      | @internetsociety</span></span><o:p></o:p></p>
                                <p class="MsoNormal"
style="line-height:13.5pt;background:white"><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:red"><a
                                      href="https://bit.ly/3nUsQmJ"
                                      target="_blank"
                                      title="https://bit.ly/3nUsQmJ"
                                      moz-do-not-send="true"><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Donate
                                        today.</span></a></span><o:p></o:p></p>
                                <p class="MsoNormal"
style="line-height:13.5pt;background:white"><b><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Help
                                      protect the Internet for everyone.</span></b><o:p></o:p></p>
                                <p class="MsoNormal"><span
style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
                                <div>
                                  <p class="MsoNormal"><image002.png><o:p></o:p></p>
                                </div>
                                <p class="MsoNormal"><span
style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:black">This
                                    communication is the property of the
                                    Internet Society and may contain
                                    confidential or privileged
                                    information.  Unauthorized use of
                                    this communication is strictly
                                    prohibited.  If you have received it
                                    in error, please notify the sender
                                    by reply e-mail and destroy all
                                    copies of the communication and any
                                    attachments.</span><o:p></o:p></p>
                              </div>
                            </div>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <p class="MsoNormal"><span
                                style="font-size:11.0pt"> </span><o:p></o:p></p>
                            <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
                              <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
                                  MJ Crépin-Leblond <a
                                    href="mailto:ocl@gih.com"
                                    moz-do-not-send="true"><ocl@gih.com></a><br>
                                  <b>Date: </b>Friday, September 20,
                                  2024 at 11:38 AM<br>
                                  <b>To: </b>Ted IETF <a
                                    href="mailto:ted.ietf@gmail.com"
                                    moz-do-not-send="true"><ted.ietf@gmail.com></a>,
                                  Ilona Levine <a
                                    href="mailto:levine@isoc.org"
                                    moz-do-not-send="true"><levine@isoc.org></a><br>
                                  <b>Cc: </b>Chapter Delegates <a
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
                                  Sally Wentworth <a
                                    href="mailto:wentworth@isoc.org"
                                    moz-do-not-send="true"><wentworth@isoc.org></a><br>
                                  <b>Subject: </b>Re: Follow-up on
                                  Chapters Advisory Council Meeting of
                                  17 September 2024</span><o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal"> <o:p></o:p></p>
                            </div>
                            <p class="MsoNormal"
                              style="margin-bottom:12.0pt">Dear Ted,<br>
                              <br>
                              thank you for your follow-up on this
                              matter. I am aware of the special tax
                              terms in relation to "supporting
                              organisations". <br>
                              <br>
                              That being said, the Internet Society
                              Foundation is a distinct and separate
                              legal entity to the Internet Society,
                              irrespective of the relationship between
                              them. As a result, any outsourcing task
                              undertaken by one, for the other entity,
                              would be defined in a contract, whether
                              written, verbal or otherwise. If not,
                              there is a lack of clarity and
                              expectations about the relationship, which
                              brings potential liability and risk that
                              both entities are subjected to, in
                              relation to the other's actions. Any
                              lawyer would tell you that it is highly
                              advisable to have a written contract, if
                              only for legal protection.<br>
                              <br>
                              Thanks for letting me know that you are
                              travelling. I am copying President and CEO
                              Sally Wentworth in case you're unavailable
                              for a length of time.<br>
                              <br>
                              Kindest regards,<br>
                              <br>
                              Olivier<o:p></o:p></p>
                            <div>
                              <p class="MsoNormal">On 20/09/2024 13:12,
                                Ted Hardie wrote:<o:p></o:p></p>
                            </div>
                            <blockquote
style="margin-top:5.0pt;margin-bottom:5.0pt">
                              <div>
                                <div>
                                  <div>
                                    <p class="MsoNormal">Hi Olivier,<o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"> <o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal">A supporting
                                      organization is a term of art in
                                      US tax law, please see:<o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"> <o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"><a
href="https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types"
                                        moz-do-not-send="true"
                                        class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types</a><o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"> <o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal">and<o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"> <o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"><a
href="https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations"
                                        moz-do-not-send="true"
                                        class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations</a><o:p></o:p></p>
                                  </div>
                                  <div>
                                    <p class="MsoNormal"> <o:p></o:p></p>
                                  </div>
                                  <div>
                                    <div>
                                      <p class="MsoNormal">Explaining
                                        how the two relate is
                                        complicated enough that there
                                        are legal briefs on it; I have
                                        cc'ed the Society's chief
                                        counsel in case you would like
                                        that level of detail.  The
                                        summary, however, is that a
                                        supporting organization is a
                                        charity because it supports the
                                        charitable purpose of the main
                                        organization.  As a result, it
                                        can provide services to the main
                                        organization under the special
                                        tax rules noted above. <o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal"> <o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal">Note that I
                                        am traveling and will generally
                                        be slow to respond for a few
                                        days, but hopefully the links
                                        above will get you started and
                                        Ilona can provide more detailed
                                        legal information as needed.<o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal"> <o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal">regards,<o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal"> <o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal">Ted Hardie<o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal"> <o:p></o:p></p>
                                    </div>
                                    <div>
                                      <p class="MsoNormal"> <o:p></o:p></p>
                                    </div>
                                  </div>
                                </div>
                                <div>
                                  <div>
                                    <p class="MsoNormal">On Fri, Sep 20,
                                      2024 at 6:24<span
style="font-family:"Arial",sans-serif"> </span>AM Olivier MJ
                                      Crépin-Leblond <<a
                                        href="mailto:ocl@gih.com"
                                        moz-do-not-send="true"
                                        class="moz-txt-link-freetext">ocl@gih.com</a>>
                                      wrote:<o:p></o:p></p>
                                  </div>
                                  <blockquote
style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
                                    <div>
                                      <p class="MsoNormal">Dear Ted, <o:p></o:p></p>
                                      <div>
                                        <p class="MsoNormal"
                                          style="margin-bottom:12.0pt"><br>
                                          During this week’s Chapters
                                          Advisory Council call, you
                                          mentioned that the Internet
                                          Society Foundation, as a
                                          "supporting organisation" of
                                          the Internet Society, is
                                          managing the communications
                                          department for the Internet
                                          Society. <br>
                                          <br>
                                          Upon seeking clarification,
                                          you explained that the
                                          Internet Society Foundation
                                          comprises two elements: one
                                          philanthropic (grant-making)
                                          and the other as a "supporting
                                          organisation" of the Internet
                                          Society. "This implies that
                                          many of the supporting
                                          functions for the Internet
                                          Society as a whole are now
                                          part of the Foundation,
                                          primarily because the
                                          Foundation can provide these
                                          services to the Internet
                                          Society at no cost".<br>
                                          <br>
                                          You further elaborated that
                                          this "arrangement" allows the
                                          Internet Society to allocate
                                          its budget more effectively.<br>
                                          <br>
                                          I was previously unaware of
                                          this change. Although the
                                          Internet Society Foundation
                                          may have been designated by
                                          the Internet Society as a
                                          "supporting organisation" of
                                          the Internet Society, it
                                          remains a distinct and
                                          separate legal entity.
                                          Therefore, I assume that any
                                          "outsourcing" of
                                          responsibilities such as
                                          Marketing and/or
                                          Communications would be
                                          defined in a written "contract
                                          for services" between the
                                          Parties setting out
                                          (inter-alia) the terms,
                                          rights, and obligations of
                                          each Party. Could you please
                                          provide the terms for such an
                                          agreement and any limitations
                                          therein?<br>
                                          <br>
                                          My principal concern lies in
                                          distinguishing between
                                          executing the Communications
                                          Plan and drafting the
                                          Communications Plan. These are
                                          fundamentally different tasks
                                          and would undoubtedly be
                                          included in the "contract for
                                          services". <br>
                                          <br>
                                          The "contract for services"
                                          (together with any relevant
                                          supporting information) will
                                          be helpful input for both the
                                          Chapters Advisory Council and
                                          also for Chris Locke and his
                                          Team (including for the
                                          current "branding"
                                          presentations) in preparation
                                          for the promised session from
                                          Chris Locke to the Chapters
                                          Advisory Council. <br>
                                          <br>
                                          I look forward to your
                                          response and to receiving a
                                          copy of the "contract for
                                          services" agreement, together
                                          with any relevant supporting
                                          information as requested
                                          above.<br>
                                          <br>
                                          Kindest regards,<br>
                                          <br>
                                          Olivier<o:p></o:p></p>
                                      </div>
                                    </div>
                                  </blockquote>
                                </div>
                              </div>
                            </blockquote>
                            <p class="MsoNormal"><br>
                              <br>
                              <br>
                              <br>
                              <br>
                              <br>
                              <o:p></o:p></p>
                          </blockquote>
                          <p class="MsoNormal"><br>
                            <br>
                            <br>
                            <br>
                            <br>
                            <o:p></o:p></p>
                        </blockquote>
                        <p class="MsoNormal"> <o:p></o:p></p>
                      </blockquote>
                      <p class="MsoNormal"><br>
                        <br>
                        <br>
                        <br>
                        <o:p></o:p></p>
                    </blockquote>
                    <p class="MsoNormal"> <o:p></o:p></p>
                  </blockquote>
                  <p class="MsoNormal"><br>
                    <br>
                    <br>
                    <o:p></o:p></p>
                  <p class="MsoNormal">_______________________________________________<br>
                    As an Internet Society Chapter Officer you are
                    automatically subscribed<br>
                    to this list, which is regularly synchronized with
                    the Internet Society Chapter Portal (AMS): <a
                      class="moz-txt-link-freetext"
                      href="https://community.internetsociety.org"
                      moz-do-not-send="true">https://community.internetsociety.org</a>.<br>
                    -<br>
                    View the Internet Society Code of Conduct: <a
                      class="moz-txt-link-freetext"
href="https://www.internetsociety.org/become-a-member/code-of-conduct/"
                      moz-do-not-send="true">https://www.internetsociety.org/become-a-member/code-of-conduct/</a><o:p></o:p></p>
                </div>
              </blockquote>
            </div>
          </div>
        </div>
      </blockquote>
      <br>
    </blockquote>
    <br>
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