What should be mentioned in the schedule that is attached while filling out the investments?
907 views | Last modified 9/30/2020 4:20:51 AM EST | Added by ExpressTaxExempt Team

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

The schedule should list each security held by the organization at the end of the year and show whether the security is listed at cost or end-of-year market value. The amount shown on savings and temporary cash investments should not be listed.

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