Get the free Form 990-pf

This form is used by private foundations to report income, expenses, assets, and distributions made to charitable organizations. The 2015 form provides detailed financial information about the foundation\'s activities over the tax year.

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary financial documents and records for the foundation's income, expenses, and assets.
2. Be familiar with IRS instructions related to Form 990-PF.
3. Begin with Part I to report the foundation's revenue, including contributions and investment income.
4. Move to Part II to list all qualified distributions made by the foundation during the tax year.
5. Fill out Part III to summarize the foundation's balance sheet, including assets, liabilities, and net assets.
6. Complete Part IV by providing additional information required by the IRS, including governance structure and activities.
7. Ensure compliance with requirements for public charities, including providing details on any lobbying or political activities.
8. Review the form for accuracy, ensuring all numbers match the documentation.
9. Prepare to provide a schedule of investments in Schedule B.
10. Submit the completed Form 990-PF electronically or via mail to the IRS by the due date.

Who needs form 990-pf?

1. Private foundations that are required to file tax returns with the IRS.
2. Organizations that qualify as private foundations according to IRS definitions.
3. Foundations with gross receipts of more than $100,000.
4. Donor-advised funds and supporting organizations are generally not required to file this form.

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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 IRS with information about the foundation's financial activities, including income, expenses, and distributions.

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?

Form 990-PF can be filled out by gathering relevant financial information about the foundation, including assets, income, and distributions. The form must be filled out electronically or in paper form, following the instructions provided by the IRS.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide transparency and accountability of private foundations to the IRS and to the public. It helps to ensure that foundations are fulfilling their charitable purposes and complying with tax laws.

What information must be reported on form 990-pf?

Form 990-PF requires the reporting of various information including the foundation's financials, the amount of money granted to charitable purposes, the identities of board members, and details regarding investments and administrative expenses.