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EXTENDED TO MAY 15 ,29492018Form 990PF,or Section 4947( aXl) Trust Treated as Private Foundation ^ Do not enter social security numbers on this form as it may be made public.Department of the Treasury310
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How to fill out form 990-pf

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How to fill out form 990-pf

01
To fill out form 990-pf, follow these steps:
02
Gather all the necessary information and documents, such as financial statements, investment details, and other relevant data.
03
Start by completing the basic information at the top of the form, including the name of the private foundation and its employer identification number (EIN).
04
Proceed to Part I - Summary, where you need to provide details about the organization's mission, activities, and financial information.
05
Move on to Part II - Initial Return, and answer the questions regarding any newly established private foundation or change in foundation status.
06
In Part III - Statement of Program Service Accomplishments, describe the organization's program activities and their achievements during the tax year.
07
Complete Part IV - Capital Gains and Losses for Tax on Investment Income.
08
If the foundation made any grants, gifts, or contributions during the year, provide the details in Part V - Grants and Other Assistance to Organizations or Entities.

Who needs form 990-pf?

01
Form 990-pf is required by private foundations in the United States.
02
Private foundations are required to file form 990-pf annually to report their financial information, activities, and compliance with tax regulations.
03
Public charities and certain other exempt organizations are generally not required to file form 990-pf, as they have different reporting requirements.
04
However, if a organization meets the definition of a private foundation, it must file form 990-pf to fulfill its reporting obligations.
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Form 990-PF is an annual information return that private foundations must file with the IRS to report their financial activities, including income, expenses, and distributions.
Private foundations that meet certain criteria outlined by the IRS are required to file Form 990-PF.
To fill out Form 990-PF, foundations should gather their financial statements, income reports, and details on grants made, then complete each section clearly and accurately according to IRS guidelines.
The purpose of Form 990-PF is to provide the IRS and the public with information about the financial status and activities of private foundations, promoting transparency and accountability.
Form 990-PF requires reporting of the foundation's assets, liabilities, income, expenses, distributions, and detailed information about its grants and activities.
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