Report the amount and source of any fees that you received for service with a private foundation in Schedule A, and report a position that you hold with a foundation in Schedule D, Part I. Report the source of any fees that your spouse received for service with a private foundation in Schedule A only. For YouSchedule AReport the total amount of your fees during the reporting period if the amount is more than $200. Block A: Provide the name of the foundation. Block C: Describe the type of fees (e.g., “director fees”) followed by the exact amount of your fees in the column labeled “Other Income” on the right side of the page. Schedule D, Part IIn Schedule D, Part I, report any position that you hold with a foundation, whether paid or unpaid. Typically, more foundations are reported in Schedule D alone than in both Schedules A and D together because filers who serve on foundations, including family foundations, often do so without either compensation or personal financial interests in the foundations. Organization: Provide the name of the organization as well as its location (city and state). Type of Organization: Briefly describe the type of organization (e.g., private foundation). Position Held: Identify the position held. From: Provide the month and year in which you began in the position. To: Provide the month and year in which the position ended. If you still hold the position, write “Present.” For Your Spouse Schedule AReport your spouse’s fees only if your spouse received more than $1,000 during the reporting period. Do not provide the amount of income. Instead, describe the type of fees in the “Other Income” column. Schedule D, Part I Do not report your spouse’s position in Schedule D, Part I. Click Here for Frequently Asked Questions
This guide is not intended to provide investment advice, and you should not rely on statements in this guide when making investment decisions.