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This document is Form 990-PF, the annual return required by private foundations to report their financial information to the Internal Revenue Service. It includes details on the foundation\'s revenue, expenses, assets, and distributions for the tax year 2017.
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How to fill out 990-pf

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How to fill out 990-pf

01
Obtain the 990-PF form from the IRS website or through a tax professional.
02
Fill out the basic information, including the organization's name, address, and EIN.
03
Complete Part I, which requires detailing the organization's revenues and expenses.
04
Fill out Part II, providing information on the foundation's assets, including investments and other financial details.
05
Complete Part III, which outlines the foundation's charitable activities and distributions made during the year.
06
Attach Schedule B if the foundation has any significant donors, detailing contributions received.
07
Ensure all supporting documents are included, such as financial statements, schedules, and any required additional forms.
08
Review the entire form for accuracy, sign, and date it before submitting.
09
File the form electronically where possible or mail it to the appropriate IRS address based on your location.

Who needs 990-pf?

01
Private foundations in the United States that are required to report their financial activities to the IRS.
02
Charitable organizations that need to disclose their financial information to maintain tax-exempt status.
03
Foundations that have assets over a certain threshold as mandated by the IRS.
04
Organizations seeking transparency in their financial practices and accountability for their charitable activities.
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The IRS Form 990-PF is an annual reporting return that tax-exempt private foundations must file with the Internal Revenue Service.
Private foundations, which are a type of tax-exempt organization, are required to file Form 990-PF.
To fill out Form 990-PF, organizations must provide detailed financial information, including income, expenses, assets, and grants made during the year, along with any supporting schedules required by the form.
The purpose of Form 990-PF is to provide transparency and ensure that private foundations comply with tax regulations, report their financial activities, and disclose information about their charitable contributions.
Form 990-PF requires reporting on financial statements, the foundation's grants, asset information, compensation of officers, and any changes in the organization’s structure or mission.
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