This session will provide a review of filing issues for public charities as well as a deep dive into Schedule A and its various tests/requirements. The session will also provide an analysis of common missteps that can occur. The session will also focus on the different alternatives for a public charity to consider to protect their imperiled public support status, for example, unusual grants, the 10% facts and circumstances test, accurate completion of Schedule A, Parts I, II and III, the ability to switch between Part II and Part III, etc.
Understand filing issues that are faced by public charities.
Understand different alternatives to protect public support status.