The organization must list all of its current officers, directors, and trustees, as those terms are defined in the Glossary contained in the instructions. Investments – Other Securities.11 or X, as applicable. Note. All Form 990 filers are required to complete Schedule O. Part V. Statements Regarding Other IRS Filings and Tax Compliance. Complete if the organization is a section 501(c)(3) organization or a section. 4947(a)(1) nonexempt charitable trust. Check the box on line 1a, 2a, 3a, 4a, or 5a below and the amount on that line of the return being filed with this form was blank, then.