This legal basics module of the Foundations 101 virtual seminar, offers an overview of all private foundations rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional. By the end of this module participants will be able to:
- Identify simple ways to follow the public disclosure rules
- Restate the definition of disqualified persons and know the three steps to identify potential self-dealing
Darren B. Moore
Bourland, Wall & Wenzel, P.C.
Darren B. Moore’s practice focuses on the representation of nonprofit organizations and social enterprises. Darren advises clients on a wide range of tax and legal compliance issues including organization of various types of nonprofit and social enterprise entities, obtaining and maintaining tax-exempt status, risk management, employment issues, governance, and other business issues, as well as handling IRS audits, attorney general investigations, and litigation matters on behalf of his exempt organization clients.
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
The Foundations 101 Virtual Seminar Consists of 5 Modules:
- Getting Started
- Governance Basics
- Legal Basics
- Investment Management Oversight
- Grantmaking Basics