Get the free Form 990 PF I

Return of Private Foundation Department of the Treasury Internal Revenue Service OMB No 15450052 or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Form 990PF I 2012

How to fill out form 990 pf i

How to fill out Form 990 PF I:

Gather the necessary information:

1. Have all the relevant financial records and documents ready, including receipts, invoices, and bank statements.
2. Make sure you have the organization's tax identification number (TIN) and other pertinent identifying information.
3. Collect any additional supporting documents required for specific sections of the form.

Fill out the top section:

1. Provide the organization's name, address, and contact information.
2. Indicate the tax year for which the form is being filled out.
3. Include the organization's TIN and confirm if it has changed since the previous filing.

Complete Part I - Summary:

1. Report the organization's assets, liabilities, and net assets at the beginning and end of the tax year.
2. Provide information about any changes in the board of directors or key officers.
3. Indicate if the organization was terminated or ceased operations during the year.

Fill out Part II - Balance Sheets:

1. Provide a breakdown of the organization's assets and liabilities.
2. Categorize assets and include their respective values.
3. Enter any mortgages, loans, or other debts under liabilities.

Complete Part III - Financial Data:

1. Report the organization's revenue, expenses, and net investment income for the tax year.
2. Categorize and provide details of the various sources of income.
3. Break down expenses into program services, management and general expenses, and fundraising costs.

Fill out Part IV - Capital Gains and Losses:

1. Report any capital gains or losses the organization incurred during the tax year.
2. Include details of the transactions and any supporting documentation.

Complete Part V - Qualifications and Distributions:

1. Provide information on the organization's qualifying distributions for charitable purposes.
2. Indicate if any penalties were incurred for failure to distribute income in a timely manner.

Fill out Part VI - Other Information:

Answer various questions related to the organization's activities, policies, and compliance with tax regulations.

Complete the required schedules and attachments:

Include any additional schedules or attachments necessary to provide further details or explanations.

Who needs form 990 PF I?

Form 990 PF I is required by private foundations and non-exempt charitable trusts that are subject to certain tax obligations. It provides important financial and operational information to the Internal Revenue Service (IRS) and the public. Organizations with large endowments or significant investment activities are typically required to file this form. It helps ensure transparency and accountability for these tax-exempt entities.

Note: It is recommended to consult with a tax professional or refer to the IRS instructions for Form 990 PF I to ensure accurate and compliant completion of the form.

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What is form 990 pf i?

Form 990-PF is a form that private foundations use to report their financial information to the IRS.

Who is required to file form 990 pf i?

Private foundations are required to file Form 990-PF with the IRS.

How to fill out form 990 pf i?

Form 990-PF can be filled out using the instructions provided by the IRS. It requires detailed financial information about the foundation.

What is the purpose of form 990 pf i?

The purpose of Form 990-PF is to provide transparency and accountability for private foundations by reporting their financial activities to the IRS.

What information must be reported on form 990 pf i?

Form 990-PF requires information on the foundation's assets, income, grants made, expenses, and more.