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This document is the IRS Form 990-PF, which is used by private foundations to report their financial information, investment income, and charitable distributions for the tax year. The document provides details on the foundation\'s activities, compliance, and financial performance, specifically for the calendar year 2023.
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How to fill out 990-pf

01
Gather necessary financial information and documents of the organization.
02
Complete Part I by providing the name, address, and other basic information about the organization.
03
Complete Part II by detailing the foundation's assets, liabilities, and net assets.
04
Fill out Part III with the foundation's revenue and expenses.
05
Complete Part IV by reporting on the foundation's program-related investments.
06
Fill in Part V with information on the organization’s governing body and management.
07
Complete Schedule A if the foundation is a private foundation, providing additional information about its charitable purposes.
08
Review the form for accuracy and ensure all required schedules are attached.
09
Sign the return and file it by the due date.

Who needs 990-pf?

01
Private foundations are required to file Form 990-PF in the United States.
02
Organizations that are classified as private foundations under the Internal Revenue Code.
03
Foundations that need to report their financial activities and compliance with federal charitable regulations.
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Form 990-PF is a tax form used by private foundations to report their financial information to the IRS.
Private foundations and some charitable trusts that are classified as private foundations must file Form 990-PF.
To fill out Form 990-PF, foundations must provide information on their income, expenses, assets, grants made, and compensation of officers, among other items. Guidance from IRS instructions should be followed.
The purpose of Form 990-PF is to provide transparency about the financial activities of private foundations and to ensure compliance with tax regulations.
The form requires reporting on the foundation's revenue, expenditures, balance sheet, grantmaking activities, and information regarding investments, among other details.
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private foundation IRS Form 990-PF charitable distributions investment income financial reporting tax year 2023 OMB No. 1545-0047 philanthropy tax compliance foundational activities

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