Get the free Form 990-PF - Securian

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 Note.

How to fill out form 990-pf - securian

How to Fill Out Form 990-PF - Securian:

1. Gather the necessary information: Before starting the form, ensure that you have all the required information handy. This includes details about the foundation (such as its name and address), its activities throughout the year, financial information, and any grants or contributions made.
2. Download the form: Visit the official website of Securian or the Internal Revenue Service (IRS) to download Form 990-PF. Make sure you select the latest version to ensure compliance with any recent updates or changes.
3. Begin with the basic information: Start by providing the foundation's basic information, including its name, address, tax ID number, and the year for which the form is being filled out. Double-check all the details to avoid any errors.
4. Complete Part I - Summary: This section requires you to provide an overview of the foundation's activities during the year. It includes information about its mission, grants made, financial data, and any other pertinent details. Be thorough and accurate while filling out this section.
5. Proceed to Part II - Balance Sheet: In this section, report the foundation's assets and liabilities. Include details about cash and investments, outstanding debts, and any other financial information specified by the form.
6. Fill out Part III - Statement of Changes in Assets and Liabilities: Here, you need to provide information about the changes in the foundation's net assets during the year. Document any gains or losses, contributions received, and other relevant details.
7. Complete Part IV - Capital Gains and Losses for Tax on Investment Income: If the foundation had any capital gains or losses from investments during the year, provide the necessary details in this section.
8. Proceed to Part V - Qualifying Distributions: Here, report the foundation's qualifying distributions, which includes grants and other activities that fulfill the foundation's charitable purpose. Provide details about the recipients of these distributions, the amounts given, and any additional information requested by the form.
9. Fill out Part VI - Section 4940(e) Nonexempt Charitable Trusts: If the foundation is classified as a section 4940(e) nonexempt charitable trust, provide the required information in this section. Otherwise, you may skip it.
10. Complete other sections and schedules: Depending on the specific circumstances of the foundation, there may be additional sections or schedules to fill out. Carefully review the instructions provided with the form to ensure nothing is overlooked.

Who Needs Form 990-PF - Securian?

Form 990-PF - Securian is required to be filled out by private foundations that are exempt from income tax but still subject to certain reporting obligations. Specifically, it applies to foundations organized as tax-exempt under Section 501(c)(3) of the Internal Revenue Code, which are generally established for charitable purposes and operate with funds derived from a single source, such as an individual, family, or corporation.

Private foundations should file Form 990-PF annually to provide the IRS and the public with information about their finances, activities, and compliance with applicable regulations. This form helps ensure transparency, accountability, and proper governance of private foundations in the United States.

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What is form 990-pf - securian?

Form 990-PF is the tax return that private foundations in the United States are required to file annually with the IRS. Securian refers to a specific private foundation that must file this form.

Who is required to file form 990-pf - securian?

Private foundations, including Securian, are required to file Form 990-PF with the IRS annually to report their financial information and activities.

How to fill out form 990-pf - securian?

Form 990-PF must be completed with detailed information about the foundation's finances, grants, investments, and other activities. It is important to follow the instructions provided by the IRS when filling out this form.

What is the purpose of form 990-pf - securian?

The purpose of Form 990-PF is to provide transparency about the finances and activities of private foundations, including Securian. This information helps the IRS and the public understand how these foundations operate.

What information must be reported on form 990-pf - securian?

Form 990-PF requires information about the foundation's financial activities, grants made, investments, governance structure, and more. It provides a comprehensive view of the foundation's operations.