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Return of Private Foundation 990-PF Form Department of the Treasury Internal Revenue Service For calendar year 2 013 or tax year begin NNI NG Name of foundation JOHN W. JAN 1, and ending 2013 DANFORTH

How to fill out fbrm 990-pf - foundation

How to fill out Form 990-PF - Foundation:

1. Obtain a copy of Form 990-PF: Foundation. This form can be found on the website of the Internal Revenue Service (IRS) or requested from the IRS directly.
2. Gather all necessary information and documents. You will need details about the foundation, including its name, address, and contact information. Additionally, gather financial information such as income, expenses, assets, and liabilities for the tax year.
3. Begin filling out the basic information section of the form. This includes providing the foundation's name, address, Employer Identification Number (EIN), and tax year.
4. Complete Part I: Summary. This section requires you to provide an overview of the foundation's activities, mission, and any changes in your operational structure.
5. Fill out Part II: Balance Sheets. Here, you will report the foundation's assets, liabilities, and net assets or fund balances. Include details such as cash, investments, grants payable, and other financial information.
6. Proceed to Part III: Statement of Revenue. This section requires you to report the foundation's total revenue, including contributions, investment income, and other types of income. Ensure that you accurately categorize and report each type of revenue.
7. Complete Part IV: Statement of Expenses. Here, you will report the foundation's expenses, including grants and contributions made, administrative expenses, and any other types of expenses incurred during the tax year.
8. Fill out Part V: Qualification Under Section 4940(e). If the foundation is claiming an exemption from the excise tax on net investment income, provide the required information and calculations in this section.
9. Proceed to Part VI: Other Information. If there are any additional details or disclosures you need to provide, this is where you would do so. Ensure you accurately disclose any relevant information as requested by the form.
10. Review the completed form for accuracy and completeness. Double-check all the information provided, verify calculations, and ensure that all required sections have been filled out correctly.
11. Sign and date the form. The foundation's president, vice president, treasurer, chief accounting officer, or other authorized individuals must sign the form. Be sure to include the date of signing.
12. Submit the form to the IRS. File the completed and signed Form 990-PF along with any required schedules or attachments by the due date specified by the IRS.

Who needs Form 990-PF - Foundation?

1. Private foundations: Private foundations are required to file Form 990-PF with the IRS annually. This form provides the IRS with relevant financial information about the foundation and ensures compliance with the tax laws.
2. Charitable organizations: If certain criteria are met, charitable organizations that are classified as private foundations must also file Form 990-PF. It is essential for these organizations to maintain their tax-exempt status and meet the IRS reporting requirements.
3. Grant-making entities: Foundations that make grants and provide funding to other organizations or individuals may need to file Form 990-PF to report their activities, finances, and compliance with tax regulations.

It is important to consult with a tax professional or refer to the IRS instructions for Form 990-PF to ensure accurate and timely completion of the form.

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What is fbrm 990-pf - foundation?

fbrm 990-pf is a tax form used by foundations to provide the IRS with financial information.

Who is required to file fbrm 990-pf - foundation?

Private foundations are required to file fbrm 990-pf with the IRS.

How to fill out fbrm 990-pf - foundation?

fbrm 990-pf must be filled out with detailed financial information, including income, expenses, and grants made.

What is the purpose of fbrm 990-pf - foundation?

The purpose of fbrm 990-pf is to provide transparency and accountability for private foundations' financial activities.

What information must be reported on fbrm 990-pf - foundation?

Information such as income, expenses, grants made, and assets held by the foundation must be reported on fbrm 990-pf.