Private Foundation IRS Requirements & Accounting Practices
Learn the history of the 990PF along with key items to focus on when reviewing the form, common mistakes made when preparing it, and potential future changes to the document. Tom Blaney and Chris Peterman from O'Connor Davies, a national accounting firm, and participants will share methods used for managing and tracking how they meet the 5 percent requirement and discuss the sustainability issues private foundations face meeting the requirement.
Accounting, Board, CFO, Executive, Grants
Intermediate: 1-3 years of experience with the topic/product; comfortable with basic functions; looking to dive deeper