Get the free Form 990-pf

This document is the annual return for a private foundation or a section 4947(a)(1) trust treated as a private foundation, detailing financial information, contributions, investments, and distributions for the tax year 2016.

How to fill out form 990-pf

How to fill out form 990-pf

1. Obtain Form 990-PF from the IRS website or through your local IRS office.
2. Fill out the organization's identifying information, including name, address, and EIN (Employer Identification Number).
3. Complete Part I by providing the balance sheet information and the organization's revenue and expenses for the year.
4. In Part II, list the foundation's charitable distributions for the year, including amounts and recipients.
5. Complete Part III, detailing the foundation's expenses, including management and general expenses.
6. Report any other information required in Part IV, such as a summary of the foundation's activities.
7. If applicable, complete Schedule A to provide information on the foundation's public charity status.
8. Review the form for accuracy, ensuring all required schedules and attachments are included.
9. Sign and date the form before submission, and submit it to the IRS by the appropriate deadline.

Who needs form 990-pf?

1. Private foundations that are required to file annual returns with the IRS.
2. Foundations that have gross assets of $500,000 or more at the end of the year.
3. Organizations that make grants to charitable organizations.

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What is form 990-pf?

Form 990-PF is an annual information return that is used by private foundations to report activities, income, and expenses to the IRS.

Who is required to file form 990-pf?

Private foundations that are exempt from federal income tax under IRC section 501(c)(3) and are classified as private foundations are required to file Form 990-PF.

How to fill out form 990-pf?

To fill out Form 990-PF, foundations must provide information on their financial activities, including revenues, expenses, balance sheets, and details on grants and contributions. The form is available on the IRS website, and the instructions should be followed carefully.

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 condition, operations, and compliance with tax regulations.

What information must be reported on form 990-pf?

Form 990-PF must report financial information, such as revenue, expenses, assets, liabilities, grantmaking activities, and compensations to foundation managers and officers.