Get the free II I' Form-990-PF /

II I' Form-990-PF /. ....-. .l- Return of Private Foundation ..., epartn1ent of the Treasury Inter' Re preservice (77) or Section 4947(a)(1) Non-exempt Charitable Trust Treated as a Private Foundation

How to fill out ii i form-990-pf

How to Fill out II i Form-990-PF:

1. Start by gathering all the necessary information and documents such as the organization's financial statements, details of any grants made, and supporting schedules.
2. Begin filling out the form by entering the organization's basic information, including its name, address, and employer identification number (EIN).
3. Provide a brief description of the organization's mission and activities in Part I of the form.
4. Proceed to Part II of the form, where you will provide details regarding the organization's grants, contributions, and expenses. Include information about any grants made, the purpose of the grants, and the organizations or individuals who received them.
5. In Part III, report the organization's investments and use of donated assets. Include details about the assets held by the organization, any income generated from investments, and any transactions involving the sale or acquisition of assets.
6. Move on to Part IV, where you will disclose information about the organization's excise tax liability and any extensions requested for filing the form.
7. Complete Part V by reporting any information about potential excess benefit transactions or other violations of the IRS's rules and regulations.
8. The next section, Part VI, requires you to provide a list of officers, directors, trustees, and key employees of the organization. Include their names, positions, and compensation.
9. In Part VII, report any information about the organization's compensation and other financial details about highly compensated individuals.
10. Finally, review the form for any errors or missing information before signing and dating it. Submit the form to the IRS as per the instructions provided.

Who Needs II i Form-990-PF:

1. Private foundations that are tax-exempt under section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF annually.
2. Any private foundation that has gross investment income of $500 or more during the tax year must file Form 990-PF.
3. Additionally, private foundations are required to file Form 990-PF in order to maintain their tax-exempt status and comply with the reporting requirements of the IRS.

Note: It's essential to consult with a tax professional or refer to the official IRS instructions for Form 990-PF to ensure accurate and compliant filing.

For pdfFiller’s FAQs

What is ii i form-990-pf?

II i Form-990-PF is the annual information return that must be filed by private foundations to provide the IRS with information about their financial activities and distributions.

Who is required to file ii i form-990-pf?

Private foundations are required to file II i Form-990-PF with the IRS.

How to fill out ii i form-990-pf?

II i Form-990-PF can be filled out electronically using tax preparation software or by completing the paper form and mailing it to the IRS.

What is the purpose of ii i form-990-pf?

The purpose of II i Form-990-PF is to provide the IRS with information about a private foundation's financial activities, distributions, and compliance with tax laws.

What information must be reported on ii i form-990-pf?

Information that must be reported on II i Form-990-PF includes the foundation's financial data, grants and contributions made, investments, and details about its operations.

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