Get the free FORM 990-PF, PAGE 1 of 16

Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. You can check the scheduled release date on our website

How to fill out form 990-pf page 1

How to fill out form 990-pf page 1

1. Read the instructions: Before filling out form 990-pf page 1, it is important to carefully read the instructions provided by the Internal Revenue Service (IRS). The instructions will provide guidance on how to accurately complete each section of the form.
2. Gather the necessary information: Collect all the required information and documents before starting to fill out form 990-pf page 1. This may include details about the foundation's activities, financial information, compensation of officers, and any other relevant information.
3. Provide organization details: Begin by filling out the organization's name, address, Employer Identification Number (EIN), and other basic information as requested on form 990-pf page 1.
4. Report foundation's activities: Provide a detailed description of the foundation's activities, including its mission and any grants or scholarships provided during the reporting period. Specify the amounts and beneficiaries where applicable.
5. Provide financial information: Fill out the financial information section, which includes reporting the foundation's income, expenses, assets, and liabilities. Make sure to accurately report the financial activity for the specified tax year.
6. Provide compensation information: If applicable, report the compensation details of officers, trustees, and key employees. This includes the amount of compensation, benefits, and expenses reimbursed by the foundation.
7. Complete signature section: The form must be signed by an authorized individual from the foundation. Ensure that all required signatures are provided and that the date of signing is accurately recorded.
8. Review and submit form: Before submitting form 990-pf page 1, thoroughly review all the information provided to ensure accuracy and completeness. Make any necessary corrections or additions, and then submit the form to the IRS by the due date.
9. Retain a copy: Keep a copy of the completed form 990-pf page 1 for your records. This will be helpful for future reference and audits.

Who needs form 990-pf page 1?

1. Private foundations: Private foundations are required to file form 990-pf with the IRS. Page 1 of form 990-pf provides important information about the foundation's activities, financials, and compensation.
2. Public charities: Some public charities may also need to file form 990-pf, depending on their classification and activities. It is important to consult the IRS guidelines and regulations to determine if form 990-pf page 1 is required for a specific public charity.
3. Trusts distributing funds for charitable purposes: If a trust distributes funds for charitable purposes and meets certain requirements, it may be required to file form 990-pf page 1.
4. Organizations exempt from income tax: Certain organizations exempt from income tax under section 501(c)(3) of the Internal Revenue Code may need to file form 990-pf page 1. This includes religious, educational, and scientific organizations.
5. Organizations with significant endowments: Organizations with significant endowments and assets are generally required to file form 990-pf page 1 to provide transparency and accountability regarding their financial activities and management.

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