What information do I need to file Form 990-PF?
10.8k views | Last modified 12/27/2023 12:46:26 AM EST |

Applicable To
990-PF 990-N 990-EZ 990 8868 1120-POL

To file Form 990-PF, you'll need basic information like the organization's name and EIN as it is on the IRS records.

Other details an organization must report include:

  • Revenue and expenses
  • Net Assets
  • Capital Gains & Losses for tax on Investment Income
  • Charitable Activities
  • Program-related Investments and, 
  • Information about officers, directors, trustees, etc.

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