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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