[Congressional Bills 116th Congress]
[From the U.S. Government Publishing Office]
[H.R. 7244 Introduced in House (IH)]
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116th CONGRESS
2d Session
H. R. 7244
To amend the Internal Revenue Code of 1986 for purposes of the tax on
private foundation excess business holdings to treat as outstanding any
employee-owned stock purchased by a business enterprise pursuant to
certain employee stock ownership retirement plans.
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IN THE HOUSE OF REPRESENTATIVES
June 18, 2020
Mr. Diaz-Balart (for himself and Mr. Kildee) introduced the following
bill; which was referred to the Committee on Ways and Means
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A BILL
To amend the Internal Revenue Code of 1986 for purposes of the tax on
private foundation excess business holdings to treat as outstanding any
employee-owned stock purchased by a business enterprise pursuant to
certain employee stock ownership retirement plans.
Be it enacted by the Senate and House of Representatives of the
United States of America in Congress assembled,
SECTION 1. CERTAIN PURCHASES OF EMPLOYEE-OWNED STOCK DISREGARDED FOR
PURPOSES OF FOUNDATION TAX ON EXCESS BUSINESS HOLDINGS.
(a) In General.--Section 4943(c)(4)(A) of the Internal Revenue Code
of 1986 is amended by adding at the end the following new clause:
``(v) For purposes of clause (i), subparagraph (D),
and paragraph (2), any voting stock which--
``(I) is not readily tradable on an
established securities market,
``(II) is purchased by the business
enterprise on or after January 1, 2005, from an
employee stock ownership plan (as defined in
section 4975(e)(7)) in which employees of such
business enterprise participate, in connection
with a distribution from such plan, and
``(III) is held by the business enterprise
as treasury stock, cancelled, or retired,
shall be treated as outstanding voting stock, but only
to the extent so treating such stock would not result
in permitted holdings exceeding 49 percent (determined
without regard to this clause). The preceding sentence
shall not apply with respect to the purchase of stock
from a plan during the 10-year period beginning on the
date the plan is established.''.
(b) Effective Date.--
(1) In general.--The amendments made by this section shall
apply to taxable years ending after the date of the enactment
of this Act and to purchases by a business enterprise of voting
stock in taxable years beginning before, on, or after the date
of the enactment of this Act.
(2) Special rule for grandfathered foundations in case of
decrease in ownership by reason of pre-enactment purchases.--
Section 4943(c)(4)(A)(ii) of the Internal Revenue Code of 1986
shall not apply with respect to any decrease in the percentage
of holdings in a business enterprise by reason of the
application of section 4943(c)(4)(A)(v) of such Code (as added
by this section).
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