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This document is the IRS Form 990-PF, used by private foundations to report their financial activities and to disclose information about their charitable distributions, assets, and liabilities for

How to fill out form 990-pf

How to fill out form 990-pf

1. Download Form 990-PF from the IRS website.
2. Enter your organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I with the balance sheets, assets, liabilities, and net assets as of the end of the year.
4. Fill out Part II, which asks for the foundation's revenue for the year, including contributions and any other income.
5. In Part III, provide information on the foundation’s charitable activities, including expenses and distributions to charities.
6. Complete Part IV for information about the foundation’s officers, directors, and key employees.
7. Fill out Part V if applicable, indicating the foundation’s investment assets and expenditures.
8. Review and ensure all figures are accurate, then sign and date the form.
9. Submit Form 990-PF to the IRS by the due date, typically the 15th day of the 5th month after the end of your tax year.

Who needs form 990-pf?

1. Private foundations that are exempt from federal income tax.
2. Organizations that have more than $500,000 in assets at the end of the tax year.
3. Foundations that have made distributions to charities during the year.
4. Foundations required to report under section 4940 of the Internal Revenue Code.

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What is form 990-pf?

Form 990-PF is an annual information return that private foundations must file with the Internal Revenue Service (IRS) to report their financial activities, including income, expenditures, and grants made during the year.

Who is required to file form 990-pf?

Private foundations that are exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF annually.

How to fill out form 990-pf?

To fill out Form 990-PF, organizations need to provide their financial information such as income, assets, and expenses, as well as information about grants and contributions made, executive compensation, and their governing documents. The form can be completed using the IRS's fillable PDF or through tax software.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide the IRS and the public with financial information about private foundations, ensuring transparency in their financial activities and compliance with tax regulations.

What information must be reported on form 990-pf?

Form 990-PF requires organizations to report details such as financial statements, a list of grants made, investment income, expenses, details about the foundation's officers and trustees, and any changes to the governing documents or operations.