Part I. Complete this part for all taxable investments.
2025 Inst 4720 (PDF) · 2026-10-03 edition · updated 2026-10-04 · United States
Investments that jeopardize the carrying out of the foundation’s exempt purpose are corrected by selling or otherwise disposing of the investment, and holding the proceeds of such sale or other disposition in investments that do not jeopardize the carrying out of the foundation's exempt purpose. In column (c), for each act of investment listed in Part I, indicate whether the investment has been corrected. Answer “Yes,” if correction has been made in whole or in part. Answer “No,” only if the investment has not been corrected in any way.
If correction has been made, provide a detailed description of any correction made, and the date of each correction. If correction is partial, explain why complete correction has not been made. If correction is made in more than one transaction, describe each transaction separately.
If correction has not been made, provide a detailed explanation of why correction hasn't been made and what steps are being taken to make the correction.
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