Get the free Form 990-PF - Foundation Center

Or Section 4947× a)(1) Trust Treated as Private Foundation 2013 Do not enter Social Security numbers on this form as it may be made public. Information about Form 990 PF and its separate instructions

How to fill out form 990-pf - foundation

How to fill out form 990-pf - foundation:

1. Gather all necessary information: Before filling out form 990-pf, make sure you have all the required information at hand. This includes the foundation's name, address, tax identification number, and financial data such as income and expenses.
2. Download the form: Visit the official website of the Internal Revenue Service (IRS) and search for form 990-pf. Download the latest version of the form to ensure compliance with current guidelines.
3. Read the instructions: The form 990-pf comes with instructions on how to fill it out correctly. Take the time to carefully read and understand these instructions, as they will provide valuable guidance throughout the process.
4. Provide general information: Begin by entering the foundation's basic details such as its name, address, and tax year. It's important to be accurate and ensure that the information matches the foundation's official records.
5. Complete Part I: This section requires information about the foundation's activities and its purpose. Be descriptive and provide specific details to give a clear understanding of the foundation's operations.
6. Fill out Part II: Part II focuses on the foundation's balance sheet and income statement. You will need to report the financial data related to the foundation's assets, liabilities, revenue, and expenses. Accuracy and attention to detail are crucial in this section.
7. Provide additional information: There may be additional sections and schedules to fill out depending on the nature of the foundation's activities. Make sure to complete all applicable sections and provide any supporting documentation required by the IRS.
8. Review and double-check: Once you have filled out the form, take the time to review all the information provided. Double-check for any errors or omissions and make necessary corrections before submitting the form.

Who needs form 990-pf - foundation?

1. Private foundations: Form 990-pf is primarily required to be filed by private foundations. These are typically nonprofit organizations that are established and run by families, individuals, or corporations for charitable purposes.
2. Exempt organizations: Certain exempt organizations, such as social welfare organizations and trade associations, may also be required to file form 990-pf if they meet specific criteria. It is important to consult the IRS guidelines or seek professional advice to determine if your organization falls within this category.
3. Organizations with significant assets: Form 990-pf is specifically designed for organizations with significant assets. If your foundation has total assets exceeding $5,000,000 or if it files a section 4947(a)(1) nonexempt charitable trust, then form 990-pf is likely required.

Note: It is always recommended to consult with a tax professional or attorney to ensure compliance with the IRS regulations and to accurately determine if your specific organization needs to file form 990-pf.

For pdfFiller’s FAQs

What is form 990-pf - foundation?

This form is used by private foundations to provide the IRS with information about their finances, activities, and governance.

Who is required to file form 990-pf - foundation?

Private foundations are required to file form 990-pf with the IRS.

How to fill out form 990-pf - foundation?

Form 990-pf must be filled out accurately and completely, including information about the foundation's income, expenses, grants, investments, and governance.

What is the purpose of form 990-pf - foundation?

The purpose of form 990-pf is to provide transparency and accountability for private foundations, as well as to ensure compliance with tax laws.

What information must be reported on form 990-pf - foundation?

Information such as financial statements, grants made, investments, expenses, and governance structure must be reported on form 990-pf.

How can I send form 990-pf - foundation to be eSigned by others?

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