Get the free Fo:,m 990-PF 2009 - Foundation Center

-4 FO: m 990-PF OMB No 1545-0052 Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury Internal Revenue Service 2009

How to fill out fom 990-pf 2009

How to fill out Form 990-PF 2009:

Gather all necessary information and documents:

1. The organization's basic information, including name, address, and EIN (Employer Identification Number)
2. Financial statements, including balance sheet, income statement, and statement of cash flows
3. Details on any grants, contributions, or distributions made during the year
4. Information on any investments held by the organization
5. Compensation details for key employees and trustees
6. Any other relevant financial information

Enter the organization's basic information:

1. Write the organization's name, address, and EIN at the top of the form.
2. Provide additional information as required, such as the organization's website, primary contact person, and contact information.

Complete Part I – Summary:

1. Indicate whether the organization has ceased operations or terminated during the year.
2. Specify any amendments or previous filings that need to be corrected or updated.

Complete Part II – Balance Sheets:

1. Input the organization's assets, liabilities, and net assets at the beginning and end of the tax year.
2. Report any changes in net assets during the year, including contributions, grants, investments, etc.

Complete Part III – Statement of Program Service Accomplishments:

1. Describe the organization's mission and primary activities.
2. Provide details on the organization's programs and achievements during the year.
3. Indicate whether the organization operated any hospitals during the year.

Complete Part IV – Checklist of Required Schedules:

Check off all the schedules that need to be attached based on the organization's activities and financial status.

Complete the remaining parts and schedules:

1. Provide all necessary details in Part V – Statements Regarding Activities.
2. Complete Schedules A, B, C, D, E, F, H, I, J, K, L, and O as applicable to the organization.

Sign and date the form:

1. Ensure the form is signed and dated by an authorized person, such as the organization's president or treasurer.
2. Include their title and the date signed.

Who needs Form 990-PF 2009:

Form 990-PF 2009 is required to be filed by private foundations, including both operating and non-operating private foundations, with assets exceeding $5,000 at any time during the tax year. Private foundations must file this form annually to provide the Internal Revenue Service (IRS) with information on their financial status, activities, and compliance with tax regulations.

It is important for private foundations to accurately and timely file Form 990-PF 2009 to maintain their tax-exempt status and fulfill their reporting obligations to the IRS and the public. The form helps track how funds are being used, assess financial accountability, and ensure transparency in the operation of private foundations. Compliance with form filing requirements contributes to maintaining public trust in charitable organizations and facilitates oversight by regulatory bodies.

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What is fom 990-pf - foundation?

Form 990-PF is a form that private foundations must file with the IRS to provide information on their financial activities and operations.

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

Private foundations, including non-exempt charitable trusts, are required to file Form 990-PF with the IRS.

How to fill out fom 990-pf - foundation?

Form 990-PF must be filled out accurately with details on the foundation's income, expenses, assets, grants given, and other operational information.

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

The purpose of Form 990-PF is to provide transparency and accountability regarding the financial activities and operations of private foundations.

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

Information such as income, expenses, asset investments, grants given, and details about foundation operations must be reported on Form 990-PF.