Get the free Form 990-pf

This document is the IRS Form 990-PF, which is a return for private foundations and Section 4947(a)(1) trusts treated as private foundations for the tax year 2013. It includes information about income, expenses, assets, and donations made by the foundation. The document must adhere to specific IRS guidelines and features detailed sections that report on the financial activities, governance, and compliance of the foundation with tax laws.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather financial information: Collect all necessary financial documents, including income statements, balance sheets, and statements of cash flows.
2. Identify all activities: List all the charitable activities and programs conducted by the private foundation.
3. Complete Part I: Fill out details regarding the foundation's income, expenses, and net assets.
4. Complete Part II: Report investment income and expenses related to the foundation's operations.
5. Complete Part III: Provide information on the foundation's distribution of funds to charitable organizations.
6. Complete Schedule B: List significant contributors to the foundation and their donations.
7. Review additional schedules: Complete any other applicable schedules based on the foundation's activities for the year.
8. Verify accuracy: Double-check all entries for accuracy and compliance with IRS regulations before submitting.
9. Submit the form: File Form 990-PF electronically or via mail by the designated deadline.

Who needs form 990-pf?

1. Private foundations: Only private foundations, as defined by the IRS, are required to file Form 990-PF.
2. Organizations with significant assets: Foundations with gross receipts normally exceeding $100,000 in the financial year must file this form.
3. Grant-making entities: Foundations that provide grants or distribute funds to other organizations or individuals are required to complete this form to report their activities.
4. Foundations with specific tax-exempt status: Any private foundation seeking or maintaining their tax-exempt status under IRS regulations needs to file Form 990-PF.

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What is form 990-pf?

Form 990-PF is an annual information return required to be filed by private foundations in the United States. It provides information about the foundation's financial activities, including its income, expenses, and distributions made to charitable organizations.

Who is required to file form 990-pf?

Private foundations that are classified as tax-exempt under Section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF annually, regardless of their income level.

How to fill out form 990-pf?

To fill out Form 990-PF, organizations must gather financial information, including revenue, expenses, assets, and liabilities. Then, they should complete the form according to the instructions provided by the IRS, ensuring all relevant sections are accurately filled and required schedules are attached.

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 operations, investments, and charitable distributions, ensuring transparency and compliance with tax laws.

What information must be reported on form 990-pf?

Form 990-PF requires reporting information on the foundation's revenue, expenditures, assets, liabilities, management activities, contributions to charities, and details about board of directors or trustees.