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This document is the Form 990-PF for the Jellison Benevolent Society Inc., detailing its financial activities as a private foundation for the tax year 2014, including revenue, expenses, and charitable

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather necessary financial information including income, expenses, and assets for the foundation.
2. Start with Part 1 of the form, reporting on the foundation’s revenue and expenses.
3. Complete Part 2 by listing the foundation’s assets and liabilities.
4. Fill out Part 3, which focuses on the foundation's program accomplishments.
5. Move on to Part 4, where you disclose the foundation's governance and management.
6. Complete Parts 5 and 6, which require information on distributions and investments.
7. Review all information for accuracy, ensuring that all required schedules are attached.
8. Sign and date the form, and ensure you have included any necessary documentation.
9. Submit the completed form 990-PF to the IRS by the appropriate deadline.

Who needs form 990-pf?

1. Private foundations that are required to file an annual return with the IRS.
2. Tax-exempt organizations that fall under section 4947(a)(1) of the Internal Revenue Code.
3. Foundations that have gross receipts of $500,000 or more.

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What is form 990-pf?

Form 990-PF is a federal tax form required to be filed by private foundations in the United States. It provides information about the foundation's financial activity, including assets, liabilities, revenues, 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 regardless of their financial activity.

How to fill out form 990-pf?

To fill out Form 990-PF, a foundation must provide details on its income, expenses, investments, grants paid, and disbursement requirements for the year. The form consists of various parts that must be completed, including basic identity information and financial statements.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide transparency about the financial activities of private foundations, ensuring that they are complying with tax laws and fulfilling their charitable purposes.

What information must be reported on form 990-pf?

Form 990-PF requires reporting information such as the foundation's income, expenses, net assets, grants made, investment income, and distributions to charities, along with details about the foundation's directors and officers.