Epstein File EFTA01372335: Endowment, Submission and Scholarship (DS10)

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Epstein File EFTA01372335: Endowment, Submission and Scholarship (DS10)

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This document contains IRS Form 990 or related tax guidance regarding foundation endowments, scholarships, and grant procedures. The excerpt discusses submission requirements for applications, information on partnerships or entities in which a foundation holds 10% or greater interest, and endowment asset valuation tests.

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🔑 Evidence Keywords

submission scholarship endowment asset

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Excerpt 1

to whom applications should be addressed b The form in which applications should be submitted and information and materials they should include C Any **submission**

Excerpt 2

ownership of a partnership or other entity) of which the foundation has a 10% or greater interest 2 Information Regarding Contribution, Grant, Gift, Loan, **Scholarship**

Excerpt 3

alternative test relied upon a "Assets" alternative test-enter (1) Value of all assets (2) Value of assets qualifying under section 4942(j)(3)(B)(i) b "**Endowment**