Get the free Form 990-PF Return of Private Foundation OMB No 1515-0052 ...

OMB No 15450052Return of Private Foundation 990 P1: ;Former Section 4947(AXL) Trust Treated as Private Foundation Do not enter Social Security numbers on this form as it may be made public. Information

How to fill out form 990-pf return of

How to fill out form 990-pf return of

1. To fill out form 990-pf return, follow these steps: 1. Gather all necessary information and forms. This includes details about the foundation's activities, finances, and any grants or scholarships provided. You will also need to have your organization's tax-exempt identification number and previous year's tax return.
2. Begin filling out Part I - Identification of the foundation. Provide the name, mailing address, and EIN (Employer Identification Number) of the foundation. If there have been any name changes or address changes since the last return, you should include this information as well.
3. Move on to Part II - Summary. Here you will provide a summary of the foundation's activities for the tax year. This includes information about grants and scholarships, administrative expenses, and any disqualified persons who may have received benefits from the foundation.
4. Complete Part III - Statement of Program Service Accomplishments. This section requires you to provide detailed information about the foundation's program service accomplishments. You will need to describe the specific activities and outcomes achieved during the tax year.
5. Proceed to Part IV - List of Officers, Directors, Trustees, and Key Employees. Provide the names, titles, and addresses of individuals who held these positions during the tax year.
6. Fill out Part V - Statements Regarding Other IRS Filings and Tax Compliance. Provide information about other IRS filings made by the foundation and confirm compliance with certain tax requirements.
7. Continue to Part VI - Governance, Management, and Disclosure. You will need to answer a series of questions related to the foundation's governance and management policies.
8. Complete Part VII - Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors. Provide information about compensation and benefits provided to key individuals.
9. Proceed to Part VIII - Statement of Revenue. This section requires you to provide information about the foundation's sources of revenue for the tax year.
10. Fill out Part IX - Statement of Functional Expenses. Here you will provide information about the foundation's functional expenses, including program services, management and general expenses, and fundraising expenses.
11. Complete Part X - Balance Sheet. Provide information about the foundation's assets, liabilities, and net assets at the end of the tax year.
12. Proceed to Part XI - Reconciliation of Net Assets. This section requires you to provide information about any changes in the foundation's net assets for the tax year.
13. Fill out Part XII - Financial Statements and Reporting. Provide information about the foundation's financial statements and any required reporting schedules.
14. Complete Part XIII - Supplemental Information. This section allows you to provide any additional information that may be relevant to the foundation's activities or finances.
15. Review the completed form for accuracy and make any necessary corrections. Sign and date the form.
16. Keep a copy of the completed form for your records and submit it to the IRS by the designated deadline.

Who needs form 990-pf return of?

1. Form 990-pf return is required to be filed by private foundations or nonexempt charitable trusts that are treated as private foundations. This includes organizations that are exempt from income tax under section 501(c)(3) and have gross receipts, qualified distributions, or assets equal to or exceeding certain thresholds set by the IRS.
2. Any foundation that meets these criteria is required to file form 990-pf return annually to provide information about their activities, finances, and compliance with tax requirements.

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What is form 990-pf return of?

Form 990-PF is the return of private foundation.

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

Private foundations are required to file Form 990-PF.

How to fill out form 990-pf return of?

Form 990-PF can be filled out electronically or by mail following the instructions provided by the IRS.

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

The purpose of Form 990-PF is to provide information about the activities and finances of a private foundation.

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

Form 990-PF requires reporting on the foundation's finances, grants, investments, and other activities.