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Form ; 990Dr OM66 15450052 Return of Private Foundation or Section 4947(AXL) Nonexempt Charitable Trust Treated as a Private Foundation 2012 Department of the Treasury Internal Revenue Service Note.

How to fill out 990-dr

How to fill out 990-dr:

1. Collect all necessary financial information and documents, such as the organization's income and expenses, assets and liabilities, and details about any grants or contributions received.
2. Begin filling out the form by providing general information about your organization, including its name, address, and EIN (Employer Identification Number).
3. Provide a detailed explanation of your organization's mission, activities, and accomplishments during the tax year.
4. Report any compensation and benefits provided to key officers, directors, and employees of the organization.
5. Detail any grants or scholarships awarded during the tax year and provide information about the recipients.
6. Provide information about any foreign activities or financial transactions your organization was involved in.
7. Include an itemized statement of revenue and expenses, providing specifics about different sources of income and relevant expenses.
8. Complete any additional schedules that may apply to your organization, such as Schedule A for public charities or Schedule J for hospitals.
9. Review the completed form for accuracy and completeness, ensuring that all required fields have been filled out and any necessary attachments have been included.
10. Sign and date the form, and keep a copy for your records before submitting it to the IRS.

Who needs 990-dr:

1. Nonprofit organizations recognized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code are generally required to file Form 990-dr, also known as the Annual Information Return.
2. This includes a wide range of organizations, such as charitable, educational, religious, scientific, and literary groups, as well as social welfare, veterans, and athletic organizations.
3. Even if your organization did not have any income or activities during the tax year, you may still be required to file a 990-dr, but you can complete a simplified version known as the 990-N e-Postcard.
4. It's important to consult with the IRS or a tax professional to determine whether your organization is required to file Form 990-dr and which version is applicable.

Please note that this is general information and it is always recommended to consult with the IRS or a tax professional for specific guidance and requirements related to filling out Form 990-dr.

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What is 990-dr?

990-dr is a specific form used by tax-exempt organizations to provide information to the IRS about their finances and activities.

Who is required to file 990-dr?

Tax-exempt organizations such as charities, foundations, and other non-profit entities are required to file 990-dr.

How to fill out 990-dr?

990-dr can be filled out online using the IRS's electronic filing system or by submitting a paper form with all the required information.

What is the purpose of 990-dr?

The purpose of 990-dr is to provide transparency and accountability for tax-exempt organizations by reporting their financial information and activities to the IRS.

What information must be reported on 990-dr?

Information such as revenue, expenses, assets, liabilities, program activities, governance, and other relevant financial data must be reported on 990-dr.