Get the free Form 990-PF Return of Private Foundation 7 f - Foundation Center

990-PF Form OMB No Return of Private Foundation or Section 4947(AXL) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury Internal Revenue Service 15450052 201 0 Note

How to fill out form 990-pf return of

How to fill out Form 990-PF: Return of?

Gather all necessary information and documents:

1. The organization's name, address, and Employer Identification Number (EIN).
2. Financial statements, including revenue, expenses, and balance sheets.
3. Details of grants made by the foundation during the tax year.
4. Information about disqualified persons and their transactions with the foundation.
5. Any other additional information required by the form.

Identify the appropriate tax year:

The tax year for Form 990-PF usually follows the calendar year, unless the organization has requested a different fiscal year.

Provide general information about the foundation:

1. Indicate the foundation's legal status, its primary activity, and the type of charitable foundation it is (e.g., private or operating foundation).
2. Include details about any changes in address, directors, or officers.

Complete Part I: Summary:

1. Enter the foundation's financial data, such as total assets, total revenue, and total grants, as well as any excise taxes owed.
2. Report any unusual grants or contributions made.

Proceed to Part II: Balance Sheet:

1. List the foundation's assets, liabilities, and net assets.
2. Provide details of any investments, real estate, or other assets the foundation holds.

Complete Part III: Statement of Program Service Accomplishments:

Describe the foundation's program activities and any significant accomplishments during the year.

Fill out Part IV: Capital Gains and Income for Tax on Investment Income:

1. Report any investment income generated during the tax year, such as dividends, interest, or capital gains.
2. Include any deductions or adjustments related to investment activity.
3. Disclose information about grants or assistance provided to foreign organizations.
4. Report grants for charitable purposes, educational activities, or any other applicable categories.

Complete Part VI: Controlling Organizations and Related Organizations:

1. Provide details of any organizational relationships or affiliations the foundation has with other entities.
2. Report transactions between the foundation and disqualified persons.
3. Disclose compensation information for key individuals associated with the foundation.
4. Provide details about any independent contractors hired.

Proceed to Part VIII: Statement of Revenue:

Report the foundation's revenue from various sources, such as contributions, investment income, and other revenue.

Complete Part IX: Analysis of Income-Producing Activities:

1. Outline any non-charitable activities that generate income for the foundation.
2. Provide details about any transfers or transactions made with non-charitable exempt organizations.
3. Disclose additional information or explanations related to Schedule B, Part II.

Who needs Form 990-PF: Return of?

1. Private foundations are required to file Form 990-PF annually with the IRS.
2. Operating foundations that meet certain criteria must also file this form.
3. Form 990-PF helps the IRS and the public understand the financial activities and compliance of these organizations and ensures transparency in their operations.

Remember to consult the specific instructions provided by the IRS when filling out Form 990-PF to ensure accurate and complete reporting. It may also be helpful to seek professional advice or assistance to accurately complete the form.

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What is form 990-pf return of?

Form 990-PF is the return of a private foundation or section 4947(a)(1) nonexempt charitable trust treated as a private foundation.

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

Private Foundations and section 4947(a)(1) nonexempt charitable trusts treated as private foundations are required to file Form 990-PF.

How to fill out form 990-pf return of?

Form 990-PF should be filled out carefully, following the instructions provided by the IRS and providing all required information accurately.

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

The purpose of Form 990-PF is to provide the IRS and the public with information about the activities and finances of private foundations and nonexempt charitable trusts.

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

Form 990-PF requires information about the foundation's income, expenses, assets, grants, investments, and other financial activities.