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This document is the IRS Form 990-PF, used for filing the return of a private foundation. It provides detailed information about the foundation\'s financial activities, including revenue sources, expenses, and distributions for charitable purposes for the calendar year 2021. The document outlines the foundation\'s compliance with tax laws and its exemption status.

How to fill out 990-pf

How to fill out 990-pf

1. Obtain the 990-PF form from the IRS website or your tax professional.
2. Fill out your basic information including the name of the organization, address, and Employer Identification Number (EIN).
3. Provide the year of the return and check the applicable box (if it's a final return).
4. Complete Part I by detailing the revenue, expenses, and net investment income.
5. Fill out Part II, describing the organization's charitable activities and contributions.
6. Complete Schedule A to report excise taxes on investment income.
7. Fill out Schedule B if the organization has any foreign donations.
8. Report any changes to the organization's governing body and financial records in Schedule D.
9. Sign and date the return, and make sure to retain a copy for your records.
10. File the completed form by the deadline or apply for an extension if necessary.

Who needs 990-pf?

1. Private foundations that are exempt from federal income tax under section 501(c)(3) of the IRS code.
2. Foundations that must report their income, assets, and operational expenditures annually.
3. Organizations that distribute funds for charitable purposes and must report their activities to the IRS.

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What is 990-pf?

Form 990-PF is an annual informational return that must be filed by private foundations in the United States. It provides detailed financial information about the foundation's operations and activities.

Who is required to file 990-pf?

Private foundations, which are non-profit entities that typically derive their income from a single source, such as an individual or family, are required to file Form 990-PF.

How to fill out 990-pf?

To fill out Form 990-PF, foundations must provide information about their financial activities, assets, liabilities, income, expenses, and distributions made to charitable purposes. Detailed instructions and guidelines can be found in the IRS Form 990-PF instructions.

What is the purpose of 990-pf?

The purpose of Form 990-PF is to ensure transparency and accountability of private foundations, helping the IRS and the public understand how these organizations operate and how they manage their charitable resources.

What information must be reported on 990-pf?

Form 990-PF requires reporting on the foundation's financial data, including income, expenses, contributions, grants made, and the foundation's investments. Additionally, it requires information about the foundation's trustees, officers, and any compensation paid.