Private foundations face evolving filing requirements and increased regulatory scrutiny. Watch our annual Form 990-PF workshop, presented in partnership with the Connecticut Council for Philanthropy, for practical guidance from PKF O’Connor Davies specialists and John Tyler, General Counsel of the Ewing Marion Kauffman Foundation. Explore key areas of Form 990-PF, self-dealing rules and IRS compliance expectations, along with common filing mistakes and strategies to avoid them.
Watch webinar replay here.
- Gain a practical understanding of Form 990-PF reporting requirements, including the calculation of minimum distribution requirements, net investment income tax and key annual filing obligations.
- Identify and avoid common Form 990-PF preparation and reporting errors, from investment disclosures and expense allocations to governance and compensation reporting.
- Understand the self-dealing rules that apply to private foundations, including prohibited transactions, available exceptions and the potential financial and reputational consequences of noncompliance.
- Learn effective strategies for managing annual payout requirements, tracking excess distributions and maximizing the use of carryforwards to support long-term grantmaking goals.
- Strengthen governance, documentation and grantmaking practices to improve transparency, support IRS reporting requirements and withstand regulatory scrutiny.
- Stay informed about current legislative and regulatory developments affecting private foundations, including evolving IRS reporting requirements, executive compensation considerations and emerging areas of compliance focus.
Featured Speakers:
Ewing Marion Kauffman Foundation
John Tyler, General Counsel, Secretary and Chief Ethics Officer
PKF O’Connor Davies
Michael Koenecke, CPA, Partner
Lauren Reale, CPA, Director
Tania Miranda, CPA, Director
Jason M. Velardi, EA, Director
Hosts:
PKF O’Connor Davies
Practice Leaders, Philanthropic and Foundation Services
Thomas F. Blaney, CPA, CFE, Partner
Christopher D. Petermann, CPA, Partner