Get the free Form 990-pf

This document provides the financial information of the Heath Foundation for 2016, detailing income, expenses, and charitable contributions. It offers insights into the foundation\'s operations and compliance.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather your organization's financial records, including income, expenses, and gifts to charities.
2. Download Form 990-PF from the IRS website or obtain a copy from a tax professional.
3. Complete Part I by providing basic information about the foundation, including its name, address, and Employer Identification Number (EIN).
4. Fill out Part II to report the foundation's financial activities for the tax year, including all income and expenditures.
5. Complete Part III to disclose the foundation's disbursements to charities and other organizations.
6. Fill out Part IV by answering the questions regarding the foundation's governance, operations, and compliance with various requirements.
7. Review and complete Schedule B, which requires you to list the foundation's significant contributors.
8. Sign and date the form, ensuring it is prepared by an authorized person, like the foundation’s treasurer or president.
9. Submit the completed Form 990-PF to the IRS by the due date, typically on the 15th day of the 5th month after the end of your tax year.

Who needs form 990-pf?

1. Private foundations, including charitable trusts and organizations that are classified as private non-operating foundations according to the IRS.
2. Foundations that have more than $500,000 in assets at the end of the tax year.
3. Organizations that need to report their financial activities, charitable distributions, and compliance with tax regulations to maintain their tax-exempt status.

For pdfFiller’s FAQs

How can I modify form 990-pf without leaving Google Drive?

Using pdfFiller with Google Docs allows you to create, amend, and sign documents straight from your Google Drive. The add-on turns your form 990-pf into a dynamic fillable form that you can manage and eSign from anywhere.

How do I fill out form 990-pf using my mobile device?

On your mobile device, use the pdfFiller mobile app to complete and sign form 990-pf. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to discover more about our mobile applications, the features you'll have access to, and how to get started.

How do I complete form 990-pf on an Android device?

Use the pdfFiller mobile app and complete your form 990-pf and other documents on your Android device. The app provides you with all essential document management features, such as editing content, eSigning, annotating, sharing files, etc. You will have access to your documents at any time, as long as there is an internet connection.

What is form 990-pf?

Form 990-PF is an annual information return that helps the IRS assess the activities and financial status of private foundations.

Who is required to file form 990-pf?

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

How to fill out form 990-pf?

To fill out Form 990-PF, organizations must report their financial information, charitable distributions, and any investment activities, following the specific line-by-line instructions provided by the IRS.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide detailed information about a private foundation's financial activities, support transparency, and ensure compliance with IRS regulations.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of financial statements, information about grants made, investment income, and details about the foundation's governing body and its activities.