What is the percentage of tax subjected to the domestic exempt private foundations?
3.5k views |Last modified 4/19/2024 4:34:35 AM EST |

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL
  • Usually, these foundations are subjected to a tax of 1.39% on net investment income under section 4940(a). 
  • However, a few private foundations that meet the requirements of section 4940(e) may qualify for a 1% tax
  • Certain exempt operating foundations described in section 4940(d)(2) may not owe any tax. 
  • For an organization making an election under section 41(e)(6)(D), section 4940 doesn't apply.
  • However, an exempt foreign private foundation is subjected to a 4% tax on their gross investment income derived from U.S sources.

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