Get the free Form 990-pf

This document is the IRS Form 990-PF, which is required for private foundations to report their financial activities, contributions, distributions, and compliance with tax regulations. It provides detailed information about the foundation\'s income, expenses, grants, and assets for the tax year 2017.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather your organization's financial records from the previous year.
2. Download Form 990-PF from the IRS website or obtain a physical copy.
3. Complete Part I by providing basic information about your private foundation, including your name, EIN, and address.
4. Fill out Part II, detailing the foundation’s revenue, expenses, and assets.
5. In Part III, enter the distributions made to charitable organizations.
6. Complete Part IV by answering questions about your foundation’s operations and activities.
7. Fill out Part V regarding foundation managers and compensation.
8. If applicable, complete Parts VI and VII, detailing any other relevant information or schedules.
9. Review the completed form for accuracy and ensure all required attachments are included.
10. Sign and date the form, and make copies for your records before submitting it to the IRS by the due date.

Who needs form 990-pf?

1. Private foundations in the United States are required to file Form 990-PF annually.
2. Foundations with gross receipts of $100,000 or more per year must file Form 990-PF regardless of their public charity status.
3. This form is needed by the IRS to assess compliance with tax laws specifically applicable to private foundations.

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What is form 990-pf?

Form 990-PF is an annual information return that private foundations are required to file with the IRS. It provides information about the foundation's financial activities, including income, expenses, and distributions.

Who is required to file form 990-pf?

Private foundations that are classified as tax-exempt under Internal Revenue Code Section 501(c)(3) and have gross receipts of $1,000 or more in a tax year are required to file Form 990-PF.

How to fill out form 990-pf?

Form 990-PF can be filled out by gathering the foundation's financial records for the tax year, including income statements, expense reports, and balances of assets. Each section of the form must be completed using the foundation's actual financial data and following the instructions provided by the IRS for accurate reporting.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide transparency and accountability regarding the financial activities of private foundations. It ensures that foundations comply with tax laws and assist the IRS in monitoring their operations and charitable distributions.

What information must be reported on form 990-pf?

Form 990-PF requires reporting various financial information, including the foundation's income, expenses, assets, liabilities, grants made, and details of the foundation's governing structure and operations.