Get the free Form 990-pf

This document is the Form 990-PF, which is filed by private foundations to report their financial activities, including revenue, expenses, and contributions made for the year. The report covers the foundation\'s financial performance and activities for the tax year ending December 31, 2016.

How to fill out form 990-pf

How to fill out form 990-pf

1. Obtain a copy of Form 990-PF from the IRS website or Tax Forms Integrator.
2. Gather financial information from your foundation's books, including income, expenses, and distributions.
3. Complete the organization's basic identifying information at the top of the form: name, address, and Employer Identification Number (EIN).
4. Fill out Part I with revenue and expenses details: report contributions, grants, investment income, and total revenue.
5. Complete Part II, detailing the foundation's year-end assets and liabilities.
6. Fill out Part III, reporting grants and contributions made by the foundation.
7. Complete Part IV if your foundation has any large distributions; provide additional details.
8. Fill out Parts V through IX, which require information on officers, directors, and checkboxes for certain compliance issues.
9. Review the form for accuracy and ensure all required schedules are included.
10. Sign and date the form before mailing it to the appropriate IRS address.

Who needs form 990-pf?

1. Private foundations that are required to file annually with the IRS.
2. Organizations that must report their financial activities, including revenue and expenditures, to maintain tax-exempt status.
3. Foundations that have greater than $500,000 in gross receipts or are required to disclose activities to comply with regulations.

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What is form 990-pf?

Form 990-PF is an IRS form that private foundations use to report their finances, activities, and compliance with tax regulations. It provides detailed information about the foundation's income, expenditures, and investments.

Who is required to file form 990-pf?

Private foundations that are exempt from income tax under section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF annually.

How to fill out form 990-pf?

To fill out Form 990-PF, a taxpayer must gather financial records, complete the form by entering income, expenses, and distribution information, and ensure that all sections are filled out accurately according to IRS instructions.

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 health and its adherence to tax rules, including minimum distribution requirements.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of information such as the foundation's income, expenses, assets, liabilities, grants made, and compensations paid to officers and directors.