Get the free Form 990-pf

This document is a return form filed by private foundations to report their financial activities, including revenue, expenses, and charitable distributions for the year 2017. It includes detailed information about the foundation\'s financial position, governance, and compliance with tax regulations.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary financial information about your organization, including income, expenses, and net assets.
2. Download Form 990-PF from the IRS website or obtain a paper form from the IRS.
3. Fill out Part I with the name, address, and employer identification number (EIN) of the private foundation.
4. Complete Part II with the foundation's balance sheet, including assets, liabilities, and net assets.
5. Fill out Part III detailing the foundation’s expenses, including grants and other disbursements.
6. Provide a detailed description of the foundation’s activities in Part IV.
7. Complete Part V, which outlines the foundation's governing body and management structure.
8. Sign and date the form and ensure it is filed by the deadline, typically on the 15th day of the 5th month after your foundation's year ends.

Who needs form 990-pf?

1. Private foundations with gross receipts of $100,000 or more or total assets at the end of the year of $250,000 or more are required to file Form 990-PF.
2. Foundations that choose to use Form 990-PF to report their activities and finances to the IRS.
3. Tax-exempt organizations that want to maintain transparency and compliance with IRS requirements.

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What is form 990-pf?

Form 990-PF is an annual information return that must be filed by private foundations to provide the IRS with information about their financial activities, including income, expenses, and distributions to charitable causes.

Who is required to file form 990-pf?

Private foundations, both charitable and non-charitable, are required to file Form 990-PF if they are tax-exempt organizations under Section 501(c)(3) of the Internal Revenue Code.

How to fill out form 990-pf?

To fill out Form 990-PF, organizations must provide detailed information about their financial statements, including revenue, expenditures, and grants made. Additionally, they must report on their investment income and assets.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to ensure transparency and accountability for private foundations, allowing the IRS and the public to see how these organizations manage their funds and fulfill their charitable missions.

What information must be reported on form 990-pf?

Form 990-PF requires reporting information such as the foundation's revenue, expenses, assets, liabilities, contributions, distributions, and a detailed list of grants made during the year.