Private Foundation IRS Requirements and 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% requirement and discuss the sustainability issues private foundations face meeting the requirement.

Friday, October 15, 2021
12:35 PM - 1:05 PM (EDT)
Organization Type
Job Type
Accounting, Board, CFO, Executive, Grants
Solution Focus
Blackbaud Solutions
Blackbaud Grantmaking™
Knowledge Level
Intermediate: 1-3 years of experience with the topic/product; comfortable with basic functions; looking to dive deeper