Get the free Form 990-pf

This form is used by private foundations to report their financial information to the IRS. It includes analysis of revenue and expenses, disbursements for charitable purposes, details of investments, and other pertinent information related to the foundation\'s charitable status. The document belongs to Thomas B. Torgerson Sr., Charitable Trust for the calendar year 2013.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary financial documents such as balance sheets and income statements.
2. Download or obtain the Form 990-PF from the IRS website or a tax professional.
3. Begin by filling out the organization's basic information, including name, address, and EIN (Employer Identification Number).
4. Complete Part I - Analysis of Revenue and Expenses, ensuring all income and expenses are accurately reported.
5. Proceed to Part II - Balance Sheets, listing the organization's assets, liabilities, and net worth at the end of the reporting period.
6. Fill out Part III - Distributions, detailing grants made to charitable organizations and any other distributions.
7. Complete Part IV - Administrative Expenses, indicating the operation costs of the organization.
8. Review and fill other applicable parts, such as Part V - Investment Information, if necessary.
9. Ensure all schedules are completed if required, like Schedule B for contributions.
10. Double-check all entries for accuracy and completeness before submitting the form.
11. File the Form 990-PF electronically or by mail to the appropriate IRS address according to the filing instructions.

Who needs form 990-pf?

1. Private foundations are required to file Form 990-PF annually with the IRS.
2. Organizations that qualify as private charitable foundations under IRS rules.
3. Trusts that operate for charitable purposes must also submit this form.
4. Donor-advised funds may need to file Form 990-PF if classified as private foundations.

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What is form 990-pf?

Form 990-PF is an annual information return that private foundations must file with the IRS to provide a detailed account of their financial activities, operations, and compliance with tax laws.

Who is required to file form 990-pf?

Private foundations that are recognized as 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, private foundations must provide financial data, a list of officers, a description of activities, an account of grants made, and other required information as specified in the form instructions.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide transparency about a private foundation's finances, to ensure compliance with tax laws, and to report on charitable activities and grant-making.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of the foundation's income, expenses, assets, liabilities, grants made, and a list of significant contributors, along with other financial information.