Get the free Form 990-pf

This form is used by private foundations and non-exempt charitable trusts to report their financial information to the IRS for the year ending December 31, 2022. It includes details about revenue, expenses, contributions, and a breakdown of grants and distributions made by the foundation.

How to fill out form 990-pf

How to fill out form 990-pf

1. Obtain Form 990-PF from the IRS website or your tax professional.
2. Provide the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Answer Part I by reporting income, including contributions, investment income, and any other income.
4. Complete Part II to detail the charitable distributions made during the tax year.
5. Fill out Part III to describe the organization's purposes and activities during the year.
6. Complete Part IV, which covers the organization's assets, liabilities, and net assets at year-end.
7. Fill out Part V, reporting the organization’s officers, directors, trustees, and key employees.
8. Attach any required schedules, such as Schedule A for public charities or Schedule B for contributors.
9. Review the form for accuracy and completeness.
10. Sign and date the form before submission.

Who needs form 990-pf?

1. Private foundations, which are non-profit organizations that typically fund their charitable activities through investments.
2. Organizations with gross receipts of more than $100,000 or total assets of $250,000 or more.
3. Certain supporting organizations may also need to file Form 990-PF.

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What is form 990-pf?

Form 990-PF is an annual information return that must be filed by private foundations in the United States. It provides the Internal Revenue Service (IRS) with detailed information about the foundation's financial activities, including income, grants, and expenses.

Who is required to file form 990-pf?

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

How to fill out form 990-pf?

To fill out Form 990-PF, foundations must provide details on their financial activities, including balance sheets, income statements, and any grants made during the tax year. The form must be completed with accurate financial data and submitted to the IRS, usually by the 15th day of the 5th month after the end of the foundation's tax year.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide transparency and accountability for private foundations by reporting on their financial activities and charitable contributions to the public and the IRS.

What information must be reported on form 990-pf?

Form 990-PF requires the reporting of information such as the foundation's assets and liabilities, revenue sources, expenses, total grants made, compensation of officers, and any lobbying expenditures.