Audit & 990 Efile Guides
Anthony Blair, April 2026
Links to our guides for managing money.
Internal Audit
This is a guide for our internal auditor, assigned randomly among non-officers at our annual meeting. Whatever year the meeting was held (for example, 2026), the audit will be of the previous year (in this example, that would be 2025). We ask that you conduct the audit within a month of the assignment, and report the results to the Chair.
The audit process should probably take 2-3 hours altogether. The first step is, you’ll need to request read-only access to the GFF Schwab investment portfolio website. You can request that from the Secretary or Treasurer (list of officers is also on this website). There’s three documents you’ll need to gather at the beginning, all of them are available on Schwab or this website. Then the guide (link above) will walk you step by step through the process.
Thank you for helping us feel confident in the financial security of our foundation!
Efiling the 990-PF
Here’s a link to a guide for efiling with the IRS for our foundation. This needs to be done by May 15 annually. It hasn’t been possible to submit hardcopy since 2021. I’ve tried different submission packages, and nobody comes near Tax 990. it costs a little more, but it’s worth it. I just log in with my google account, so you’ll probably have to create your own account. it’s pretty smart about loading in your history data with our EIN, though.
It’s probably going to take 5-8 hours altogether, between gathering the docs, and walking through the forms. the finished product is 20-ish pages long, but a lot of it is blanks and checkmarks, and i’ll walk you through all of that.
One significant consideration is whether we had a remote meeting, or in person. The in person years involve a little more accounting work.
There’s one nut i still haven’t cracked as of the 2025 990 submission, which is reconciling the net income with cash flow; i’ve been plugging that number. hopefully, next year..