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This form is used to report the extent to which protected groups benefit from specific area-wide activities under the Community Development Block Grant Program, detailing the demographic breakdown
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How to fill out exhibit 13-f - comdev
How to fill out EXHIBIT 13-F
01
Begin by gathering all necessary financial documentation.
02
Review the specific instructions for EXHIBIT 13-F to ensure compliance.
03
Fill in your personal and business information accurately in the designated sections.
04
Enter your assets and liabilities, ensuring all values are current.
05
Provide detailed explanations for any unusual entries.
06
Double-check all entered information for accuracy.
07
Sign and date the document where required.
08
Submit EXHIBIT 13-F by the specified deadline.
Who needs EXHIBIT 13-F?
01
Individuals or entities required to disclose detailed financial information for regulatory compliance.
02
Companies involved in certain financial transactions or reporting.
03
Financial institutions needing to verify client fiscal backgrounds.
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What is EXHIBIT 13-F?
EXHIBIT 13-F is a form required by the SEC for institutional investment managers to report their holdings of securities that they manage.
Who is required to file EXHIBIT 13-F?
Institutional investment managers who exercise investment discretion over $100 million or more in securities are required to file EXHIBIT 13-F.
How to fill out EXHIBIT 13-F?
To fill out EXHIBIT 13-F, institutional investment managers must accurately list their security holdings, including the names of issuers, class of securities, and the number of shares owned, along with any required signatures.
What is the purpose of EXHIBIT 13-F?
The purpose of EXHIBIT 13-F is to help the SEC and the public identify the investment strategies and holdings of institutional investors.
What information must be reported on EXHIBIT 13-F?
EXHIBIT 13-F must report the names of the issuers, class of securities, the number of shares owned, and the value of each holding as of the end of the reporting period.
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