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Screen 990PF - General and Year End Information

Organization Information

Zip code
If the business uses a foreign address, enter the city and the foreign zip code. Leave the state box blank and enter a foreign country code and foreign province or state in the boxes.
Telephone number
Enter the telephone number (including the area code) public and government regulators would use to obtain information about the organization’s finances and activities. This prints on Form 990-PF, Page 1, line B.
Website address
All domestic private foundations (including section 4947(a)(1) nonexempt charitable trusts treated as private foundations) are subject to public inspection requirements. Enter the foundation’s website address if the foundation has a website. If you do not enter a web address, "N/A" appears on Form 990-PF, Part VII-A, Line 13.

Form 990-PF Heading Information

Computation if meeting 85% test
Describe the calculation of the 85% test of IRC Regulations section 53.4948-1(b). If the 85% test is met, the application will not calculate Form 990-PF, Part X, as long as the status as a private operating foundation is not being claimed; Form 990-PF, Part XI, as long as the
Foreign organization
 box is not marked; and Form 990-PF, Part XIII.
Type of organization
If you leave this box blank, the organization is considered a Section 501(c) exempt organization (code C) exempt under section 3.
Type of private foundation
If the organization is a non-operating private foundation with no charitable activity income, Form 990-PF, Part I, Column C prints 0 (zero) for both total revenues and total expenses. If this box is blank, all columns on Form 990-PF, Page 1 complete.
Effective date of current year private operating foundation status ruling
Enter the date of the ruling effective for the current year. This date affects the completion of Form 990-PF, Parts XIII and XIV. If the private foundation is non-operating, leave this box blank.
Private foundation status was terminated under section 507(b)(1)(A)
Enter
X
 if the private foundation terminated its status under section 507(b)(1)(A) by distributing all of its net assets to one or more public charities without keeping any right, title, or interest in those assets. This marks line E on Form 990-PF, Page 1.
60-month termination under section 507(b)(1)(B)
Enter
X
 if the organization terminated its private foundation status under the 60-month provisions of section 507(b)(1)(B) during the period covered by this return. This marks line F on Form 990-PF, Page 1.

Options and Other Information

Print Form 990-T (Force)
Form 990-T does not electronically file with the 990/990-PF return.
Client complexity factor: Additional
The Client Complexity Factor is a numeric value that represents your time and effort spent preparing the return and calculates based on your entries in the Client Complexity statement. Use this box to add to the calculated Client Complexity Factor, or use the Overall (Force) box to completely override the Client Complexity Factor.
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