Form 990-Pf - Return Of Private Foundation - 2017 Page 10
Download a blank fillable Form 990-Pf - Return Of Private Foundation - 2017 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 990-Pf - Return Of Private Foundation - 2017 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
1310
Form 990-PF (2017)
Page
Part XIV
Private Operating Foundations (see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2017, enter the date of the ruling .
.
.
.
.
.
▶
b Check box to indicate whether the foundation is a private operating foundation described in section
4942(j)(3) or
4942(j)(5)
2a
Enter the lesser of the adjusted net
Tax year
Prior 3 years
(e) Total
income from Part I or the minimum
(a) 2017
(b) 2016
(c) 2015
(d) 2014
investment return from Part X for
each year listed .
.
.
.
.
.
.
b
85% of line 2a
.
.
.
.
.
.
.
c
Qualifying distributions from Part XII,
line 4 for each year listed .
.
.
.
d
Amounts included in line 2c not used directly
for active conduct of exempt activities .
.
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
.
.
.
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets” alternative test—enter:
(1)
Value of all assets .
.
.
.
.
(2)
Value of assets qualifying under
section 4942(j)(3)(B)(i) .
.
.
.
b
“Endowment” alternative test—enter
/
2
3
of minimum investment return shown in
Part X, line 6 for each year listed .
.
.
c
“Support” alternative test—enter:
(1)
Total support other than gross
investment
income
(interest,
dividends, rents, payments on
securities
loans
(section
512(a)(5)), or royalties) .
.
.
.
(2)
Support
from
general
public
and
5
or
more
exempt
organizations
as
provided
in
section 4942(j)(3)(B)(iii) .
.
.
.
(3)
Largest amount of support from
an exempt organization
.
.
.
(4)
Gross investment income .
.
.
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at
any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
▶
unsolicited requests for funds. If the foundation makes gifts, grants, etc., to individuals or organizations under other conditions,
complete items 2a, b, c, and d. See instructions.
a The name, address, and telephone number or email address of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
990-PF
Form
(2017)
ADVERTISEMENT
0 votes
Related Articles
Related forms
Instructions For Form 990-pf - Return Of Private Foundation Or Section 4947(a)(1) Nonexempt Charitable Trust Treated As A Private Foundation - 2017
Financial
Form 990-pf - Return Of Private Foundation Or Section 4947(a)(1) Nonexempt Charitable Trust Treated As A Private Foundation - 2016
Financial
Instructions For Form 990-pf - Return Of Private Foundation Or Section 4947(a)(1) Nonexempt Charitable Trust Treated As A Private Foundation - Return Of Private Foundation Or Section 4947(a)(1) Nonexempt Charitable Trust Treated As A Private Foundation -
Financial
Related Categories
Parent category: Financial