Get the free Form 990-PF Return of Pi Foundation - Foundation Center

J. Return of Pi Form 990-PF Foundation or Section 4947(a)(1) Treated as a Department of the Treasury For calendar year 2011 or tax year beginning SEP 1, and ending 2011 AUG Name of foundation ANNIE

How to fill out form 990-pf return of

How to Fill Out Form 990-PF Return of:

1. Gather the necessary information: Before filling out Form 990-PF Return of, gather all the relevant information and documentation. This includes details about the foundation's mission and activities, financial records such as income and expenses, grants distributed, and any other relevant information.
2. Review the instructions: The IRS provides detailed instructions for filling out Form 990-PF. It is crucial to carefully review these instructions to understand the requirements, reporting guidelines, and any recent updates or changes.
3. Provide the foundation's information: Begin by providing basic information about the foundation, such as its name, address, Employer Identification Number (EIN), and the tax year being reported. Ensure accuracy and consistency in entering this information.
4. Provide information about the foundation's activities: The form requires detailed information about the foundation's mission, activities, and accomplishments during the tax year. This includes descriptions of grant programs, scholarships, fellowships, or any other charitable activities undertaken.
5. Report financial information: Complete the financial sections of the form, which includes reporting the foundation's assets, liabilities, revenues, expenses, grants, and investment income. Provide accurate and up-to-date financial information, and ensure consistent reporting across all sections.
6. Provide details about disqualified persons: If the foundation has any disqualified persons, such as foundation managers or substantial contributors, provide their information along with any compensation received or transactions conducted with them.
7. Report on tax liability and payments: Indicate if the foundation has any tax liability or any estimated tax payments made during the tax year. This section provides information on whether the foundation owes any excise taxes.
8. Sign and file the form: Once all the required information has been provided, sign and date the form. If the foundation is required to attach schedules or additional forms, ensure they are properly completed and attached. Retain a copy of the filed form for the foundation's records.

Who needs Form 990-PF Return of:

1. Private foundations: Form 990-PF Return of is specifically designed for private foundations exempt from income tax under section 501(c)(3) of the Internal Revenue Code. Private foundations are required to file this form annually to report their financial status, activities, and compliance with relevant regulations.
2. Organizations with substantial donor involvement: It is important to note that private foundations with substantial donor involvement may also need to file Form 990-PF. The IRS defines substantial donor involvement as situations where a donor or a donor's family has or expects to have ongoing influence or control over the activities of the foundation.
3. Foundations above the filing threshold: Private foundations must file Form 990-PF if their assets exceed the filing threshold amount, which varies based on the tax year. It is important to stay aware of any changes in the filing requirements and thresholds specified by the IRS.

Remember, it is crucial to consult with a qualified tax professional or seek guidance from the IRS for specific instructions and requirements based on your foundation's unique circumstances.

For pdfFiller’s FAQs

What is form 990-pf return of?

Form 990-PF is the return filed by private foundations in the United States to provide information on their financial activities and ensure compliance with tax regulations.

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

Private foundations in the United States are required to file form 990-PF to report their financial activities and ensure compliance with tax regulations.

How to fill out form 990-pf return of?

Form 990-PF can be filled out by providing information on the foundation's financial activities, including details on income, expenses, grants, investments, and assets.

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

The purpose of form 990-PF is to provide transparency on the financial activities of private foundations and ensure compliance with tax regulations.

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

Information that must be reported on form 990-PF includes details on income, expenses, grants, investments, assets, and any other financial activities of the foundation.

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