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This document is the 2014 IRS Form 990-PF filed by the Fanny Edith Winn Educational Trust. It details the financial activities of the private foundation for the calendar year, including its revenue, expenses, and charitable contributions. The form also includes information regarding the foundation\'s assets, liabilities, and compliance with tax laws related to private foundations.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather the necessary financial records and documentation for the foundation, including income statements and balance sheets.
2. Download the Form 990-PF from the IRS website or obtain a paper form.
3. Fill out the basic information section, including the foundation's name, address, and Employer Identification Number (EIN).
4. Complete Part I: Charitable Activities, providing details on the foundation's exempt purpose and activities.
5. Move on to Part II: Balance Sheets, reporting the foundation's assets, liabilities, and net assets at the beginning and end of the year.
6. Fill out Part III: Statement of Revenue, detailing all sources of revenue for the year, including donations and investment income.
7. Complete Part IV: Grants and Contributions, reporting all grants made to other organizations and individuals.
8. Continue to Part V: Relationship of Activities to the Foundation's Purpose, explaining how each activity aligns with its philanthropic goals.
9. Review Part VI: Governance, Management, and Disclosure to provide information about the board members and management structure.
10. Complete any additional schedules required based on the foundation's activities, such as Schedule B for contributors.
11. Double-check all entered information for accuracy and ensure compliance with IRS guidelines.
12. Sign and date the form before submitting it to the IRS by the due date.

Who needs form 990-pf?

1. Private foundations that are required to report their activities and financial information to the IRS.
2. Tax-exempt organizations that are classified as private foundations under the IRS tax code.
3. Foundations with assets of $500,000 or more must file Form 990-PF annually.
4. Foundations that wish to maintain their tax-exempt status and provide transparency on their operations.

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What is form 990-pf?

Form 990-PF is a federal tax form used by private foundations in the United States to report their financial information and activities to the Internal Revenue Service (IRS).

Who is required to file form 990-pf?

Private foundations, including orphan, family, and non-operating foundations, are required to file Form 990-PF annually if they are recognized as tax-exempt organizations under section 501(c)(3) of the Internal Revenue Code.

How to fill out form 990-pf?

Form 990-PF can be filled out by gathering relevant financial records and information, completing the required sections on the form, and providing details on income, expenses, assets, and charitable distributions. It can be submitted electronically or mailed to the IRS.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide the IRS and the public with information about a private foundation's financial activities, including its income, expenditures, and compliance with charitable distribution requirements.

What information must be reported on form 990-pf?

Form 990-PF requires reporting on the foundation's revenues, expenses, changes in net assets, fundraising activities, grant distributions, and a detailed list of assets and liabilities.