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This document is the Return of Private Foundation form 990-PF filed by The Bernard A Egan Foundation Inc for the tax year 2011. It includes detailed financial information about the foundation\'s revenues, expenses, assets, and distributions for charitable purposes. The document outlines the foundation\'s compliance with IRS regulations and provides an analysis of its financial health over the reporting period.

How to fill out form 990-pf

How to fill out form 990-pf

1. Step 1: Gather necessary documents and records, including your foundation's financial statements and activities.
2. Step 2: Download Form 990-PF from the IRS website or obtain a paper copy.
3. Step 3: Fill out the basic identifying information, including the name, address, and Employer Identification Number (EIN) of the foundation.
4. Step 4: Complete Part I by providing financial data, including total assets and revenue.
5. Step 5: Fill out Part II, detailing the foundation’s charitable distributions and expenses.
6. Step 6: Complete Part III by listing the foundation's programs and activities for the year.
7. Step 7: Fill out the required schedules as applicable, such as Schedule B for contributors or Schedule G for professional fundraising services.
8. Step 8: Review the completed form for accuracy and ensure all necessary signatures are included.
9. Step 9: Submit the form electronically or by mail to the appropriate IRS address by the due date.

Who needs form 990-pf?

1. Private foundations that are exempt from federal income tax and must report their financial information to the IRS.
2. Foundations that have gross receipts of $100,000 or more in a tax year.
3. Foundations that have assets of $250,000 or more at the end of the tax year.

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What is form 990-pf?

Form 990-PF is an annual information return that private foundations in the United States are required to file with the IRS. It provides financial information about the foundation's assets, income, expenses, and charitable distributions.

Who is required to file form 990-pf?

Private foundations that are exempt from federal income tax 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, a private foundation must complete sections detailing its revenue, expenses, grants, and investment activities. It usually requires financial statements, a breakdown of distributions, and may include schedules of specific financial information.

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 the financial activities of private foundations, ensuring transparency and compliance with tax regulations.

What information must be reported on form 990-pf?

Form 990-PF must report the foundation’s balance sheet, income statement, detailed list of grants awarded, and other financial activities such as investment income and expenses.