I am looking for someone who could help me analyze some documents I got about a private 501c3 foundation I’m looking into. The documents are 990-PF information returns that foundations have to file annually with the IRS. I’m no accountant and some of the sections of the reports seem rather complex to me. I’m looking for someone who is familiar with this type of document and who could help me understand the financial information on the returns.
The IRS has incredibly detailed instructions for Form 990 and its schedules (as they do for all tax forms). It’s well worth reading the instructions for the areas of the form you are interested in or having trouble with.