What information do I need to file Form 990-PF?

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.