Form 990-PF: Preparing to File - Exponent Philanthropy

Form 990-PF: Preparing to File

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A key to completing or reviewing a private foundation’s Form 990-PF is to have the required source documents available and organized before you start—even if you are hiring someone to complete the form for you.

For easier access to what you need, it can be helpful to categorize expenses in certain ways and keep certain files throughout the year.

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