Get the free Form 990-pf

This document is the Form 990-PF, which reports the financial activities of the Jonathan D Lewis Foundation Inc for the tax year 2014. It includes details on income, expenses, assets, and disbursements for charitable purposes, as well as information about contributors, grants, and investment activities.

How to fill out form 990-pf

How to fill out form 990-pf

1. Obtain a copy of IRS Form 990-PF from the IRS website or your tax professional.
2. Fill in the organization’s name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I with basic information about the foundation, including its principal purpose and assets.
4. Move on to Part II to report the foundation's revenue and expenses for the year.
5. Fill out Part III to provide details about the foundation’s charitable distributions and activities.
6. Complete Parts IV and V to disclose information on the foundation's funds and endowments, and to report on investment income.
7. If applicable, fill out Schedule A to report on charitable activities and governance.
8. Review all filled sections for accuracy and completeness before submission.
9. Sign and date the form before sending it to the IRS by the specified deadline.

Who needs form 990-pf?

1. Private foundations with gross receipts of $500,000 or more.
2. Private non-operating foundations.
3. Foundations seeking to report and disclose their financial activities, distributions, and compliance with tax regulations.

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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 IRS. It provides financial information about the foundation's income, expenditures, and other significant activities.

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 provide detailed financial statements, including income, expenses, and distributions. Instructions from the IRS should be followed carefully, and accurate financial records should be used.

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 foundation's financial activities, ensuring transparency and compliance with tax laws.

What information must be reported on form 990-pf?

Form 990-PF requires information including the foundation's revenue, expenses, assets, liabilities, and details about grants made and financial activities during the tax year.