Comprehensive Review of Form 990-PF and Avoiding Common Pitfalls

PKF O’Connor Davies, in collaboration with Philanthropy New York, will be hosting a virtual workshop focused on Form 990-PF. Designed for staff and leadership of foundations required to file Form 990-PF, participants in this free workshop will gain valuable insights into navigating and understanding this annual filing. The session hosts and speakers will provide a comprehensive page-by-page walk-through of the Form, explain what self-dealing is and how to avoid it, identify common errors, and offer tips for keeping foundations and trustees in compliance with IRS regulations.