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PFS2104 - Troublesome Taxable Expenditure (Section 4945) Issues

‐ Nov 17, 2021 4:00pm

Establish focused objectives to meet the challenges of grants to relieve pandemic, disaster, hunger, or other social needs include. Institute best practices that create a framework for improved decision-making. Understand different and complex rules that govern how private foundations, including corporation foundations, can make a grant to an individual, a charity, a non-exempt community group or a business to accomplish the charitable purpose. Design the grant application or proposal and review reports that contain data and information to document chosen grantee(s) comply with tax code and record-keeping requirements.

Learning Objectives:

  • Consider examples of activities a Private Foundation can conduct not necessarily implied by the tax code.
  • Understand broad scope of permissible expenditures not necessarily implied by strict reading of the tax code.
  • Learn the permissible breadth of the terms "Travel, Study, or Similar Purposes."



General Session Onsite and Online

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