This checklist is a comprehensive tool to use when preparing Form 990-PF, Return of Private Foundation or Sec. 4947(a)(1) Trust Treated as Private Foundation.
The AICPA Tax Section’s Annual Tax Compliance Kit provides a variety of resources to help you comply with tax laws and effectively serve your clients. The bundle of resources includes engagement letters, organizers, checklists and practice guides.
The Form 990 Series Checklists and Organizer are also available to Not-for-Profit Section members.