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Le file GRAPHIC print DO NOT PROCESS Format Filed Data DAN:93491045002009 OMB No 15450052990PFReturn of Private FoundationDepartment of the Area×UN Internal Re venue SER ice2017or Section 4947(a)(1)

How to fill out 990-pf 2 9

How to fill out 990-pf 2 9

1. To fill out Form 990-PF Schedule B, follow these steps:
2. Enter your name, address, and Employer Identification Number (EIN) at the top of the form.
3. Provide the required information about your organization's investments in column (a). Include the name of each investment, the type of investment, the date acquired, the cost or other basis, and the fair market value.
4. Report any income or loss from each investment in column (b). This includes interest, dividends, rents, royalties, and gains or losses from the sale of investments.
5. List any expenses related to each investment in column (c). This may include management fees, legal fees, and other expenses directly related to the investment.
6. Complete the calculations for each investment to determine the net income or loss in column (d).
7. Add up the total net income or loss for all investments in column (d) and enter the result in the appropriate section on the form.
8. Provide any additional required information, such as grants paid, qualifying distributions, and other relevant details.
9. Review the completed form for accuracy and completeness before submitting it.
10. Keep a copy of the filled-out form and any supporting documentation for your records.

Who needs 990-pf 2 9?

1. Form 990-PF Schedule B is required for private foundations and certain nonexempt charitable trusts. Individuals or organizations that meet the following criteria may need to file this form:
2. - Private foundations with assets totaling $5,000 or more.
3. - Nonexempt charitable trusts that are required to file Form 990-PF.
4. - Organizations that are exempt from income tax but have unrelated business taxable income of $1,000 or more.
5. - Organizations that receive a distribution from, or are a successor to, a Section 4947(a)(1) nonexempt charitable trust.

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What is 990-pf 2 9?

990-pf 2 9 is the IRS form used by private foundations to provide information about their financial activities and ensure compliance with tax laws.

Who is required to file 990-pf 2 9?

Private foundations are required to file 990-pf 2 9 with the IRS.

How to fill out 990-pf 2 9?

Private foundations must provide detailed information about their financial activities, grants, investments, and other expenses on form 990-pf 2 9.

What is the purpose of 990-pf 2 9?

The purpose of form 990-pf 2 9 is to provide transparency about the financial activities of private foundations and ensure compliance with tax laws.

What information must be reported on 990-pf 2 9?

Private foundations must report information about their financial activities, grants, investments, expenses, and other financial details on form 990-pf 2 9.