Get the free Form 990-pf

This document is the 2013 tax return for the Neal and Marlene Goldman Foundation, which provides detailed information on the foundation\'s financial activities, including contributions, grants, revenue, and expenses for that year. It covers various aspects of the foundation\'s operations, including asset management, capital gains, contributions made, and compliance with IRS guidelines for private foundations.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary financial records and information about the private foundation.
2. Download Form 990-PF from the IRS website or obtain a physical copy.
3. Fill out basic information such as the foundation's name, address, and Employer Identification Number (EIN).
4. Complete Part I, which outlines the foundation's financial information including income, expenses, and assets.
5. Fill out Part II to report the foundation's charitable expenditures.
6. Complete Part III, detailing the foundation's portfolio of investments and their values.
7. Fill out Part IV, describing the organization’s management and governance structures.
8. Ensure to answer all questions truthfully and provide required attachments.
9. Review the form for accuracy and completeness.
10. Sign the form and file it electronically or by mail with the IRS by the due date.

Who needs form 990-pf?

1. Private foundations that are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code.
2. Foundations that have made more than $500 in charitable distributions during the year.
3. Foundations that are required to report their financial activities to maintain transparency and accountability.

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What is form 990-pf?

Form 990-PF is a tax form used by private foundations to report their financial information, activities, and compliance with tax regulations to the Internal Revenue Service (IRS).

Who is required to file form 990-pf?

Private foundations, including those that are charitable, must file Form 990-PF annually to report their income, expenses, and distributions to the IRS.

How to fill out form 990-pf?

To fill out Form 990-PF, private foundations must gather their financial statements, complete the form using the provided instructions, report assets and liabilities, summarize income and expenses, and provide information on charitable distributions.

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, ensuring they comply with federal tax laws and fulfill their charitable purposes.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of the foundation's financial data including total assets, total income, expenses, charitable distributions, and details about board members and officers.