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This document provides the financial and operational data for The Henry and Ruth Blaustein Rosenberg Foundation, Inc. for the tax year 2009, detailing contributions, grants, and the organization's
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How to fill out 990-PF

01
Gather all necessary financial records, including income, expenses, and balance sheets.
02
Obtain the IRS Form 990-PF from the IRS website or a tax preparation software.
03
Start by completing part 1, providing basic information about the foundation, including its name, address, and EIN.
04
In part 2, report the foundation’s revenue and support, including contributions and investment income.
05
Complete part 3 by detailing the foundation’s expenses, such as grants made and administrative costs.
06
In part 4, fill out the foundation's assets and liabilities, ensuring all values are accurate as of the reporting date.
07
Part 5 requires you to list grants made to recipients, including their names and amounts.
08
If applicable, answer part 6 regarding additional schedules or attachments that may be necessary.
09
Review all entries for accuracy and completeness before signing and dating the form.
10
Submit the completed Form 990-PF to the IRS by the deadline, typically the 15th day of the 5th month after the end of the foundation's fiscal year.

Who needs 990-PF?

01
Private foundations that are classified under IRS regulations as 501(c)(3) organizations.
02
Foundations that have total assets of $500,000 or more at the end of their tax year.
03
Any private foundation that has received charitable contributions and is required to report their financial activities.
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The minimum investment return is generally five percent of the total fair market value of the foundation's non-charitable use assets.
Form 990-PF is used to figure the tax based on investment income, and to report charitable distributions and activities.
IRS e-Services Makes Taxes Easier You can e-file your Form 990-PF, Form 940 and 941 employment tax returns, and Forms 1099 and other information returns. You can pay taxes online or by phone using the free Electronic Federal Tax Payment System (EFTPS).
Tax Professionals Pricing Forms1-10 Returns11+ Returns Form 990-EZ (Price Per Form) $89.90 $69.90 Form 990-PF (Price Per Form) $149.90 $119.90 Form 990 (Price Per Form) $179.90 $139.90 Form 990-T (Price Per Form) $139.90 $109.905 more rows
The Form 990-PF, entitled "Return of Private Foundation" is a report that must be filed each year with the Internal Revenue Service (IRS) by organizations exempt from Federal income taxes under section 501 of the Internal Revenue Code, and whose annual receipts are normally more than $25,000 a year.
Form 990, Return of Organization Exempt From Income Tax An organization must file Form 990, if it is: An organization with either: ► gross receipts of $200,000 or more, or ► total assets of $500,000 or more. A sponsoring organization of one or more donor-advised funds.
A Guide to Private Non-Operating Foundations Private non-operating foundations are required by IRS regulations to make a minimum distribution each year for charitable purposes: roughly 5% of its assets, with certain adjustments, based on the previous year's assets.
The minimum investment return for any private foundation is 5 percent of the excess of the combined fair market value of all assets of the foundation, other than those used or held for use for exempt purposes, over the amount of indebtedness incurred to buy these assets.

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Form 990-PF is an annual information return that provides detailed financial information about private foundations to the IRS and the public.
Private foundations, regardless of their income, must file Form 990-PF annually.
To fill out Form 990-PF, foundations should accurately complete each section regarding their financial activities, assets, liabilities, and donations, along with providing schedules as required.
The purpose of Form 990-PF is to provide transparency and accountability for private foundations, allowing the IRS and the public to review their financial activities and compliance with tax laws.
Form 990-PF requires reporting on the foundation's financial statements, assets and liabilities, contributions, grants made, and expenditures for charitable purposes, among other information.
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