Get the free Form 990-pf

This document serves as the annual return for private foundations in accordance with IRS regulations, detailing financial information including contributions, income, expenses, and tax data for the Perkins Charitable Foundation for the calendar year 2009. It outlines the organization\'s activities, compliance with tax laws, and details regarding distributions to charitable organizations.

How to fill out form 990-pf

How to fill out form 990-pf

1. Obtain Form 990-PF from the IRS website or your accountant.
2. Fill out Part I with basic information about the private foundation, including its name, address, and employer identification number (EIN).
3. Complete Part II to provide information on the foundation's balance sheet, including assets, liabilities, and net assets.
4. Fill out Part III detailing the foundation's income and expenses for the year.
5. Provide a breakdown of grants made in Part IV, including the recipient, purpose, and amount for each grant.
6. Complete Part V, reporting on other revenue sources and expenses not covered in previous parts.
7. Ensure to include any additional schedules required for your specific situation.
8. Review the completed form for accuracy and compliance with IRS guidelines.
9. Sign and date the form, and then file it electronically or by mail with the IRS.

Who needs form 990-pf?

1. Private foundations and certain charitable organizations that are required to report their financial activities to the IRS.
2. Foundations with assets over a specified amount ($500,000 in most cases).
3. Organizations that have made grants or distributions to other charities or individuals.
4. Foundations that need to disclose their operational and financial activities to maintain tax-exempt status.

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What is form 990-pf?

Form 990-PF is an annual information return that private foundations are required to file with the Internal Revenue Service (IRS) to provide information about their financial activities, grants, and expenditures.

Who is required to file form 990-pf?

Private foundations that are 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?

To fill out Form 990-PF, organizations must provide details about their income, expenses, assets, and liabilities, as well as a list of grants made during the year, and complete all required schedules and parts of the form.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to ensure transparency and accountability for private foundations by reporting their financial activities and compliance with federal regulations.

What information must be reported on form 990-pf?

Form 990-PF must report financial information including revenue, expenses, grants made, investments, balance sheets, and specific details about the foundation's operations and governance.