Navigate Compliance with Sections 4941 and Section 4945

Form 990-PF and PF Excise Taxes

Presented on June 5, 2025

Maggie Elliott, Senior Manager, Foundations Practice
Marisa Meltebeke, Partner, Davis Wright Tremaine LLP

Learn about and discuss the longstanding rules governing private foundations, the penalties for noncompliance under Sections 4941 and 4945, and recommended practices to avoid common mistakes.

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File Your IRS Form 990-PF by May 15

Learn which areas a private foundation should focus on when preparing IRS Form 990-PF. Filing deadline is May 15.

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