About the Prohibited Persons/Entities Questionnaire
In order to comply with U.S. regulations prohibiting donor-advised fund (DAF) assets from being invested in any private entity that might confer a prohibited benefit to certain individuals or businesses (referred to as “Disqualified Persons/Entities”), you, as the Donor and/or Primary Advisor, must complete this questionnaire. This process is necessary to ensure compliance with IRS regulations, including IRC §4958, which prohibit any excess benefit transactions.Instructions
Please list all Disqualified Persons (DQPs) as defined by law and for the purposes of this DAF investment: The Donor themselves (if an individual) or any individual with advisory privileges on the DAF. The Donor’s entire family, including:- Spouse
- Ancestors
- Children, grandchildren, and great grandchildren
- Siblings (including half-siblings)
- Spouses of children, grandchildren, great grandchildren, and siblings
- The voting interests
- The profit interests
- The beneficial interests