Get the free Form 990-pf

This document is the IRS Form 990-PF, which details the financial activities and status of the Jane & Bud Smith Family Foundation for the calendar year 2012. It includes information on contributions, expenses, assets, liabilities, and grants disbursed for charitable purposes.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary information about the foundation, including its name, address, and EIN.
2. Prepare financial statements, including income statements and balance sheets.
3. Complete Part I: Summary, summarizing key information about the foundation.
4. Fill out Part II: Balance Sheets, detailing assets, liabilities, and net assets.
5. Complete Part III: Statement of Revenue, reporting on income sources and amounts.
6. Finish Part IV: Grants and Similar Amounts Paid, listing all grants made during the year.
7. Review Part V: Directors, Officers, and Trustees, providing their names and compensation details.
8. Complete Part VI: Other Information, answering additional questions about the foundation's operations.
9. Sign and date the form, ensuring all information provided is accurate.
10. Submit the completed Form 990-PF to the IRS by the appropriate deadline.

Who needs form 990-pf?

1. Private foundations are required to file Form 990-PF annually with the IRS.
2. Anyone who needs to report on the financial activities and grants of a private foundation must use Form 990-PF.
3. Foundations that engage in charitable activities or investment activities must complete this form to maintain compliance with tax laws.

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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 report their financial information, activities, and compliance with tax regulations.

Who is required to file form 990-pf?

Private foundations exempt from paying income tax under section 501(c)(3) of the IRS code are required to file Form 990-PF.

How to fill out form 990-pf?

To fill out Form 990-PF, private foundations must complete various sections including Part I for income and expenses, Part II for balance sheets, and Schedule A to report charitable distributions, ensuring accuracy in reporting all required financial details.

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 a private foundation’s financial activities, governance, and compliance with federal tax regulations.

What information must be reported on form 990-pf?

Form 990-PF requires reporting information such as the foundation's income, expenses, assets, liabilities, charitable distributions, and details about the governing body and officers.