Provide a grant to an individual for travel, study, or other similar purposes? Influence the outcome of any specific public election (see section 4955) or to carry on, directly or indirectly, any voter registration drive? Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?Īgree to pay money or property to a government official?ĭid any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?ĭid the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?Īt the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?Īre there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?ĭid the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?ĭid the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?ĭid the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?ĭid the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?ĭuring the year did the foundation pay or incur any amount to:Ĭarry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Statements Regarding Activities for Which Form 4720 May Be Requiredĭuring the year did the foundation (either directly or indirectly):Įngage in the sale or exchange, or leasing of property with a disqualified person?īorrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?įurnish goods, services, or facilities to (or accept them from) a disqualified person? Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?ĭid any persons become substantial contributors during the tax year?ĭid the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?ĭid the foundation comply with the public inspection requirements for its annual returns and exemption application? Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state? Was there a liquidation, termination, dissolution, or substantial contraction during the year? Has the foundation filed a tax return on Form 990-T for this year? Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? Has the foundation engaged in any activities that have not previously been reported to the IRS? Total operating and administrative expensesĮxcess of revenue over expenses and disbursementsĭuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? Interest on savings and temporary cash investmentsĬompensation of officers, directors, trustees, etc. Analysis of Revenue and Expenses (for 2013)ĭisbursements for charitable purposes (cash basis only)Ĭontributions, gifts, grants, etc., received
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