Get the free 990-PF - The Pokagon Fund

EXTENDED TO FEBRUARY 15, 2017Return of Private Foundation990PFFormOMB No. 15450052Department of the Treasury Internal Revenue Service 1, 2015For calendar year 2015 or tax year beginning Employer identification

How to fill out 990-pf - form pokagon

How to fill out 990-pf - form pokagon

1. To fill out Form 990-PF for Pokagon, follow these steps:
2. Gather all necessary financial documents, including income and expense statements, balance sheets, and investment records.
3. Review the instructions provided by the Internal Revenue Service (IRS) for Form 990-PF to familiarize yourself with the requirements and guidelines.
4. Provide the organization's basic information, such as its name, address, Employer Identification Number (EIN), and contact details.
5. Fill out Part I: Summary of the organization's mission, accomplishments, and activities during the tax year.
6. Complete Part II: Summary of balance sheet, assets, liabilities, and net assets at the beginning and end of the tax year.
7. Proceed to Part III: Statement of revenue, including contributions, program service revenue, investment income, and other revenue sources.
8. Fill out Part IV: Statement of expenses, including program service expenses, administrative expenses, fundraising expenses, and other expenses.
9. Provide details about the organization's grants and other assistance in Part V: Grants and Other Assistance to Organizations, Governments, and Individuals.
10. Complete Part VI: Section 4940(e) nonexempt charitable trusts treated as private foundations, if applicable.
11. Fill out Part VII: Analysis of Revenue and Expenses for Exempt Activities and Net Investment Income.
12. Review the completed form thoroughly, checking for accuracy and completeness.
13. Sign and date the form, indicating your authority to do so.
14. Attach any additional required schedules or documentation, as specified by the IRS.
15. Submit the fully-filled and signed Form 990-PF to the IRS by the due date.
16. Retain a copy of the form for your records.

Who needs 990-pf - form pokagon?

1. Form 990-PF is required for Pokagon and any other private foundation that operates as a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code.
2. Any private foundation that has at least $5,000 in assets must file Form 990-PF annually.
3. This form provides important financial information about the foundation's activities, including its sources of income, grants, and expenses.
4. It helps ensure transparency and accountability for the foundation's operations.
5. The IRS and potential donors often rely on Form 990-PF to assess the foundation's financial health and adherence to the tax laws.
6. Failure to file this form can lead to penalties and loss of tax-exempt status.
7. Therefore, any private foundation meeting the criteria should fill out and submit Form 990-PF.

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What is 990-pf - form pokagon?

990-pf - form pokagon is a tax form used by private foundations to provide the IRS with information about their financial activities.

Who is required to file 990-pf - form pokagon?

Private foundations are required to file 990-pf - form pokagon with the IRS.

How to fill out 990-pf - form pokagon?

To fill out 990-pf - form pokagon, private foundations need to provide information about their financial activities, grants given, investments, and other relevant details.

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

The purpose of 990-pf - form pokagon is to ensure transparency and accountability of private foundations by providing information to the IRS and the public about their financial activities.

What information must be reported on 990-pf - form pokagon?

On 990-pf - form pokagon, private foundations must report information about their financial activities, grants given, investments, and other relevant details.