When:
Tuesday, October 16, 2012 -
2:45pm to 5:00pm EDT
Where:
Philanthropy New York, 79 Fifth Ave., 4th floor, NYC
Philanthropy New York, 79 Fifth Ave., 4th floor, NYC
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No longer just a report to the IRS, the 990-PF is now the most commonly used data source about private foundations. Reporters, researchers, grantseekers - and many others - look to these forms for information about an organization. This makes accurate numbers, correct entries, and properly worded descriptions more important than ever. This session will focus on critical issues that foundation staff and board members must understand when reviewing and signing their 990-PF.
Explore
- Important accounting and legal aspects of the 990-PF
- Common errors and potentially misleading entries on the form
- Communications pointers on the 990-PF as “the public face” of the foundation
- Key factors “watchdogs” use when rating your foundation
A program in Philanthropy New York’s Financial/Tax Analysis Series.
Presenters
- John Craig (Moderator), Executive Vice President, Chief Operating Officer, The Commonwealth Fund
- Steven Lawrence, Director of Research, Foundation Center
- Candice Meth, Senior Manager, Not-for-Profit Services, EisnerAmper LLP
Designed for
This session is designed primarily for trustees and staff, including communications staff, who are responsible for reviewing and signing a private foundation's annual tax return. It will also be of interest to preparers of the form.