Get the free Form 990-pf

This comprehensive tax report for the Sheaffer Lewis J Community PFDN highlights financial performance, charitable distributions, and compliance for 2022.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary financial information about the organization, including income, expenses, and assets.
2. Complete the top portion of Form 990-PF with basic organization details like name, address, and tax identification number.
3. Fill out Part I, which summarizes the financial activities and assets of the foundation.
4. Complete Part II to provide information about the foundation's revenue, including contributions and investment income.
5. Fill out Part III, which details the foundation's expenses, including grants made and other operational costs.
6. Complete Part IV, where you report the foundation's investment assets and the fair market value of those investments.
7. Fill out Part V to list the trustees, officers, and key employees of the organization.
8. Include any required schedules, like Schedule A for public charities or Schedule B for contributors, if applicable.
9. Review the completed form thoroughly for accuracy and completeness.
10. Submit Form 990-PF electronically or by mail to the IRS by the due date.

Who needs form 990-pf?

1. Form 990-PF is required for private foundations in the United States.
2. Private foundations with gross receipts of $100,000 or more or assets of $250,000 or more must file this form annually.
3. Foundations that are classified as private operating foundations must also file Form 990-PF.

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What is form 990-pf?

Form 990-PF is an annual reporting return that tax-exempt private foundations must file with the IRS.

Who is required to file form 990-pf?

Private foundations that are recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF.

How to fill out form 990-pf?

Form 990-PF can be filled out by gathering financial information, completing the form sections related to revenues, expenses, assets, and distributions, and submitting it to the IRS either electronically or via mail.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide the IRS with information about a private foundation's financial activities and to ensure compliance with tax laws.

What information must be reported on form 990-pf?

Form 990-PF requires reporting on the foundation's income, expenses, assets, liabilities, and distributions made to charitable organizations.