Get the free ,t rA Form 990-PF Return of Private ... - Foundation Center

Le file GRAPHIC print DO NOT PROCESS Format Filed Data DAN:93491072007517 OMB No 15450052990PFReturn of Private FoundationDepartment of the Area UN Internal Re venue SER ice2016or Section 4947(a)(1)

How to fill out t ra form 990-pf

How to fill out t ra form 990-pf

1. To fill out Form 990-PF, you can follow these steps:
2. Gather all the necessary information, such as organization details, income and expenses, assets and liabilities, grants and contributions, etc.
3. Start by providing the basic information of your organization, including its name, address, Employer Identification Number (EIN), etc.
4. Fill out Part I - Summary, which includes details about your organization's mission, exempt status, filing requirements, etc.
5. Proceed to Part II - Balance Sheets, where you need to report the organization's assets, liabilities, and net assets at the beginning and end of the tax year.
6. Complete Part III - Statement of Revenue, which requires you to report the organization's revenue, including contributions, investment income, program service revenue, etc.
7. Fill out Part IV - Statement of Functional Expenses, where you need to provide information about the organization's program services, management and general expenses, fundraising expenses, etc.
8. Proceed to Part V - Balance Sheets - Supplementary Information, which includes additional details about the organization's assets, liabilities, and net assets.
9. Complete Part VI - Other Information, where you may need to answer specific questions depending on your organization's activities.
10. Fill out Part VII - Analysis of Revenue and Expenses, which requires you to provide a breakdown of the organization's revenue and expenses by category.
11. Finally, review the form to ensure all the information is accurate and complete, then sign and date it before submitting it to the IRS.
12. Note: It's always recommended to consult with a tax professional or refer to the official instructions provided by the IRS for detailed guidance.

Who needs t ra form 990-pf?

1. Form 990-PF is required to be filed by private foundations in the United States. Private foundations are organizations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code and don't primarily rely on public support.
2. Additionally, certain nonexempt charitable trusts that file Form 990-PF instead of Form 1041 are also required to complete this form.
3. It's important to note that other types of tax-exempt organizations, such as public charities, don't generally file Form 990-PF, but rather file Form 990 or 990-EZ.
4. IRS regulations have specific guidelines and thresholds to determine the filing requirements for each organization, so it's advisable to consult with a tax professional or refer to the IRS instructions to determine if your organization needs to file Form 990-PF.

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