Get the free 990-PF ..- Return of Private Foundation

2939131402208 Return of Private Foundation990PFFormOMB No. 154500or Section 4947(a)(1) Trust Treated as Private Foundation×OF Do not enter social security numbers on this form as it may be made public.

How to fill out 990-pf - return of

How to fill out 990-pf - return of

1. To fill out Form 990-PF, the return of private foundation or section 4947(a)(1) nonexempt charitable trust treated as a private foundation, follow these steps:
2. Gather all necessary information, such as the foundation's name, address, employer identification number (EIN), and fiscal year.
3. Begin by completing the header section, providing the requested identification information.
4. Fill out Part I to provide an overview of the foundation's activities, including its exempt purpose, financial information, and any changes in its operations.
5. Complete Part II to report any lobbying expenditures made during the tax year.
6. Fill out Part III to report any foreign activities, including grants and expenditures made outside the United States.
7. Complete Part IV to provide information on any disqualified persons and excess business holdings.
8. Fill out Part V to report any taxable expenditures, including amounts paid for political activities or grants to individuals for travel or study.
9. Complete Parts VI and VII to report any investments, financial statements, and compensation arrangements.
10. Fill out Part VIII to provide information on the foundation's current and prior year distributions, including any carryovers or set-asides.
11. Complete Part IX to report any tax liability, estimated tax payments, and any private foundation excise taxes.
12. Sign and date the return, and provide the required officer information.
13. Attach any required schedules or supporting documentation.
14. Keep a copy of the completed return for your records.
15. Mail the completed return to the address specified in the instructions.

Who needs 990-pf - return of?

1. Form 990-PF, the return of private foundation or section 4947(a)(1) nonexempt charitable trust treated as a private foundation, is required to be filed by private foundations exempt from income tax under section 501(c)(3) of the Internal Revenue Code.
2. Additionally, section 4947(a)(1) nonexempt charitable trusts that are treated as private foundations also need to file Form 990-PF.
3. This form provides the IRS with financial and operational information about the foundation's activities, including its exempt purpose, grants, investments, and compensations.
4. By filing Form 990-PF, these organizations can maintain their tax-exempt status and demonstrate compliance with the IRS regulations.

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What is 990-pf - return of?

990-pf is the return filed by tax-exempt private foundations to provide the IRS with information on their finances and operations.

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

Tax-exempt private foundations with gross receipts that exceed $25,000 are required to file 990-pf.

How to fill out 990-pf - return of?

To fill out 990-pf, the foundation must provide information on their finances, activities, grants, and other relevant details as required by the IRS.

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

The purpose of 990-pf is to provide transparency about the operations and finances of tax-exempt private foundations to the IRS and the public.

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

Information on finances, activities, grants, investments, compensation of officers, and other details must be reported on 990-pf.