A. Who Must File

Form 990-PF is an annual information return that must be filed by the following.

Sequencing Chart To Complete the Form You may find the following chart helpful. It limits jumping from one part of the form to another to figure an amount needed to complete an earlier part. If you complete the parts in the listed order below, any information you may need from another part will already be entered.

Step Part Step Part

1 . . . . . . . . . . IV 8 . . . . . . . . . XI, lines 1–4 2 . . . . . . . . . . I & II 9 . . . . . . . . . V 3 . . . . . . . . . . Heading 10 . . . . . . . . XI, lines 5–6 4 . . . . . . . . . . III 11 . . . . . . . . X 5 . . . . . . . . . . VI-A 12 . . . . . . . . XII 6 . . . . . . . . . . VII 13 . . . . . . . . VI-B 7 . . . . . . . . . . VIII-A – X 14 . . . . . . . . XIII – XVI