Get the free Form 990'-PF 2009

03736 05/18/2015 8 27 AM, Return of Private FoundationForm 990PFMB No 15450052or Section 4947(a)(1) Trust Treated as Private Foundation2014 Do not enter social security numbers on this form as it

How to fill out form 990-pf 2009

How to fill out form 990-pf 2009

1. To fill out form 990-pf 2009, you need to follow these points:
2. Start by entering the name of the private foundation at the top of the form.
3. Provide the foundation's employer identification number (EIN).
4. Declare the tax period for which the return is being filed.
5. Report the foundation's address and principal officer's name and address.
6. Fill in Part I - Summary to provide general information about the foundation.
7. Complete Part II - Balance Sheets to report the foundation's assets, liabilities, and net assets.
8. Proceed to Part III - Statement of Program Service Accomplishments to describe the foundation's activities and accomplishments during the tax year.
9. Provide detailed information about the foundation's grants and assistance in Part IV - Schedule of Contributors.
10. Answer questions regarding the foundation's operations in Part V - Statements Regarding Activities.
11. Fill in Part VI - Other Information to report additional details about the foundation's operations and financial status.
12. Complete Part VII - Analysis of Income-Producing Activities to detail any income the foundation received from business activities.
13. Report any information about excess business holdings, investments, and other financial transactions in Part VIII - Relationship of Activities to the Accomplishment of Exempt Purposes.
14. If applicable, fill in Part IX - Tax on Investment Income to calculate and report the foundation's excise tax.
15. Complete Part X - Information Regarding Taxable Subsidiaries and Disregarded Entities to disclose any subsidiaries or entities under the foundation's control.
16. Finally, review the completed form, sign it, and provide the preparer's information if applicable.
17. Make sure to consult the IRS instructions for form 990-pf 2009 for further guidance.

Who needs form 990-pf 2009?

1. Form 990-pf 2009 is needed by private foundations that are exempt from income tax under section 501(c)(3) of the Internal Revenue Code.
2. This form is required to provide information about the foundation's financial status, grants, activities, and compliance with tax regulations.
3. It is necessary for organizations that operate as private foundations and want to maintain their tax-exempt status.
4. The IRS uses the information provided in form 990-pf 2009 to assess the foundation's operations and ensure it meets the requirements for tax exemption.
5. Therefore, any private foundation subject to the reporting requirements of section 6033 must file this form.

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What is form 990-pf?

Form 990-PF is an information return that private foundations are required to file with the IRS. It provides information about the foundation's financial activities, assets, and income, and serves to ensure transparency and compliance with federal tax laws.

Who is required to file form 990-pf?

Private foundations are required to file Form 990-PF. This includes both domestic and foreign private foundations that are exempt from income tax under Internal Revenue Code Section 501(c)(3).

How to fill out form 990-pf?

Form 990-PF can be filled out by gathering the necessary financial information regarding the foundation, including assets, expenditures, and grantmaking activities. The form must be completed accurately and filed with the IRS, often requiring assistance from a tax professional to ensure compliance.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide the IRS and the public with information about the private foundation's financial condition, operations, and compliance with tax laws, including its charitable distributions.

What information must be reported on form 990-pf?

Form 990-PF requires the reporting of the foundation's income, expenses, assets, liabilities, total distributions, and a list of grants made during the year. It also includes questions about governance and operational compliance.