What You Should Know Before Signing Your Organization’s Form 990-PF

For better or worse, the Form 990-PF is the document that the Internal Revenue Service, Congress, state regulators, the media, and the general public will examine when investigating your foundation’s activities. This checklist, intended for foundation officers, highlights items for the signer’s review and notes questions signers should ask of the Form’s preparer.

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Audits, Accounting, and Completing the 990-PF Form

What questions should we ask our auditors? What are our fiduciary responsibilities as family foundation board members? What common mistakes do foundations make when completing the 990-PF? This Content Collection provides comprehensive but concise answers to these questions and many more.

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