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990-PF Form or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury Internal Revenue Service Robin Lee Whittles Foundation PO Box 1776 Prescott,
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How to fill out the 990-pf form or section:

01
Start by gathering all the necessary information and documents. This includes details about your organization, such as its name, address, and EIN (Employer Identification Number). You will also need financial statements, a list of board members, and other relevant records.
02
Begin filling out the form by providing general information about your organization. This includes its mission statement, the type of foundation it is (private or public), and any supporting organizations associated with it.
03
Move on to Part I, which focuses on the foundation's activities and grants. Here, you will provide details about any grants or contributions made during the year, including the recipient organizations' names, addresses, and amount received. If there were no grants made during the year, you must indicate that as well.
04
Proceed to Part II, which covers the foundation's investments. Provide information about the foundation's investments, such as stocks, bonds, real estate, and any other assets. Include details about the fair market value, income, and expenses associated with each investment.
05
In Part III, report on the foundation's income and expenses. This section requires you to provide details about the revenue sources, deductions, and expenses incurred by the foundation during the year. Include information about any salaries, grants, administrative expenses, and other relevant income or expenditures.
06
Next, complete Part IV, which focuses on the foundation's balance sheet. Here, you will report on the foundation's assets, liabilities, and net assets at the beginning and end of the year. Provide information about cash, investments, accounts payable, grants payable, and other financial figures.
07
As you move through each section, pay close attention to the instructions and follow them carefully. There may be specific requirements or additional forms that need to be included, depending on the foundation's activities and financial situation.
08
Finally, review the completed form thoroughly to ensure accuracy and completeness. Make sure all calculations are correct and that you have included all the necessary schedules and attachments.

Who needs the 990-pf form or section?

The 990-pf form or section is required for private foundations in the United States. Private foundations are typically created for charitable, educational, or religious purposes by individuals, families, or corporations. These foundations are required by law to file an annual information return, Form 990-PF, with the Internal Revenue Service (IRS).
Filing the 990-PF provides transparency and accountability, as it includes information about the foundation's activities, finances, and grants. This form ensures that private foundations are complying with tax laws and regulations and helps the IRS monitor the proper use of funds for charitable purposes.
In summary, anyone who operates or manages a private foundation in the US needs to complete and file the 990-PF form or section annually. It is essential to follow the instructions and accurately report the foundation's financial activities to maintain compliance with tax laws and regulations.
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The 990-pf form is the annual information return filed by private foundations with the IRS.
Private foundations are required to file the 990-pf form with the IRS.
To fill out the 990-pf form, private foundations must provide information on their finances, grants, investments, and operations.
The purpose of the 990-pf form is to provide transparency and accountability for private foundations and ensure they are operating in compliance with IRS regulations.
The 990-pf form requires information on the foundation's income, expenses, grants, investments, and other activities.
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