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Form 990-PF OMB No 1545-0052 Return of Private Foundation or Section 4947 (a)(1) Nonexempt Charitable Trust Department of the Treasury internal Revenue Service 2002 Treated 3S 3 Phat Foundation FTA

How to fill out form 990-pf return of

How to fill out Form 990-PF Return of:

1. Gather the necessary information: You will need to collect details about the foundation's assets, expenses, grants, and other financial transactions for the specified tax year.
2. Complete the identification section: Provide the foundation's name, address, and Employer Identification Number (EIN). If there have been changes in the foundation's address or activities, be sure to update this information.
3. Provide a statement of activities: Fill out Part I, which includes a detailed breakdown of the foundation's revenues, expenses, and net investment income. Specify the source of income and categorize expenses correctly.
4. Report the foundation's balance sheet: Complete Part II of the form, which requires you to list the foundation's assets, liabilities, and net assets. Provide details on any stocks, investments, and other assets held by the foundation.
5. Detail the foundation's grants and assistance: Fill out Part III, where you are required to provide information about the grants and assistance given by the foundation during the tax year. Include details about the recipients, purpose, and amounts provided.
6. Complete the supplemental sections: If the foundation engaged in certain activities like foreign grants, political campaign intervention, or foreign investments, you may need to fill out additional schedules or forms as required.
7. Review and ensure accuracy: Double-check all the information provided before submitting the form. Mistakes or missing information can trigger IRS inquiries or penalties.
8. File the form on time: You must file Form 990-PF by the 15th day of the 5th month after the end of the tax year. Submit the form electronically through the IRS website or by mail if eligible.

Who needs Form 990-PF Return of:

1. Private foundations: Form 990-PF is specifically designed for private foundations to report their financial activities and maintain their tax-exempt status.
2. Exempt organizations: Some organizations that are exempt from income tax but have been designated as foundations may also need to file Form 990-PF.
3. Organizations with significant endowments: If an organization has substantial endowments and operates as a foundation, it may be required to file Form 990-PF to provide transparency about its activities and finances.
4. Organizations with taxable activities: Even if an organization primarily operates as an exempt organization, it may still need to file Form 990-PF if it has taxable activities or unrelated business income.

Note: It's recommended to consult with a tax professional or legal advisor familiar with the specific requirements for filling out Form 990-PF.

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What is form 990-pf return of?

Form 990-PF return is a return for private foundations to provide the IRS with information on their financial activities and grants.

Who is required to file form 990-pf return of?

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

How to fill out form 990-pf return of?

Form 990-PF return can be filled out by providing detailed information on the foundation's financial activities, grants, assets, and expenditures.

What is the purpose of form 990-pf return of?

The purpose of Form 990-PF return is to ensure transparency and accountability of private foundations by disclosing their financial information to the public and the IRS.

What information must be reported on form 990-pf return of?

Form 990-PF return must include information on the foundation's financial activities, grants, assets, expenditures, and governance structure.