Get the free 2009 Form 990-PF - FoundationSearch

Form Return of Private Foundation 990-PF OMB No 1545-0052 or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury Internal Revenue Service mg and

How to fill out 2009 form 990-pf

How to fill out 2009 form 990-pf:

1. Gather all necessary information: Before starting to fill out the form, make sure you have all the relevant information and documents ready. This includes details about your organization's finances, activities, and governance.
2. Provide basic information: Begin by entering your organization's name, address, Employer Identification Number (EIN), and the tax period for which the form is being filed. Double-check that all information is accurate and up to date.
3. Fill in Part I - Reason for Public Charity Status: In this section, you'll need to indicate why your organization qualifies as a public charity. You may need to refer to your organization's founding documents or consult with legal counsel to ensure you select the appropriate category.
4. Complete Part II - Supporting Organizations: If your organization is classified as a supporting organization, you'll need to provide additional information in this section. Determine the appropriate type of supporting organization and provide the necessary details to complete this section accurately.
5. Fill out Part III - Statement of Program Service Accomplishments: In this section, you'll describe your organization's activities and achievements during the tax period. Include details about the programs or services your organization offers and their impact on the community.
6. Provide additional financial information: Move on to Part IV - Checklist of Required Schedules and ensure you have attached any necessary schedules. These schedules provide detailed information about your organization's financial transactions, assets, liabilities, and other required disclosures.
7. Complete Form 990-PF: Fill out the sections in Part V - Statements Regarding Activities: complete the checkboxes and answer the questions regarding your organization's activities and compliance with various regulations.
8. Fill in Part VI - Governance, Management, and Disclosure: Provide information about the individuals associated with the organization, including directors, trustees, and key employees. You may need to provide their names, compensation, and other details as required.
9. Provide required signatures: Complete the signature section in Part VII - Signatures. Ensure that the form is signed by an authorized individual, such as the president or executive director of the organization.
10. Review and submit: Once you have completed all the necessary sections, carefully review the form to ensure accuracy and completeness. Make any necessary corrections or additions, then submit the form by mail or electronically as per the instructions provided.

Who needs 2009 form 990-pf:

1. Private foundations: The 2009 form 990-pf is primarily used by private foundations to report their financial information, grants, activities, and compliance with various regulations. Private foundations include organizations established and funded by a single individual, family, or corporation to distribute charitable grants.
2. Tax-exempt organizations: Certain tax-exempt organizations, such as exempt operating foundations, may also be required to file the 2009 form 990-pf if they meet specific criteria outlined by the Internal Revenue Service (IRS). It is important for organizations to consult with their tax advisor or legal counsel to determine if this form is applicable to them.
3. Compliance and transparency: Filing the 2009 form 990-pf allows private foundations and certain tax-exempt organizations to demonstrate compliance with IRS regulations and provide transparency regarding their financial activities. It ensures that these organizations maintain their tax-exempt status and uphold their responsibilities as charitable entities.

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