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Name and Address If the organization operates under a name different from its legal name, give the legal name of the organization but identify its alternate name, after the legal name, by writing “aka” (also known as) and the alternate name of the organization. The address used must be that of the principal office of the foundation.

Include the suite, room, or other unit number after the street address. If the post office doesn't deliver mail to the street address and the organization has a P.O. box, show the box number instead of the street address.

Item A. Employer Identification Number The organization should have only one EIN. If it has more than one EIN, notify the Internal Revenue Service Center at the address shown under J. When and How To File , earlier. Explain what numbers the organization has, the name and address to which each number was assigned, and the address of the organization's principal office. The IRS will then advise which number to use.

Item B. Telephone Number Enter a foundation telephone number (including the area code) that the public and government regulators may use to obtain information about the foundation's finances and activities. This information should be available at this telephone number during normal business hours. If the foundation doesn't have a telephone, enter a telephone number of a foundation official who can provide this information during normal business hours.

Item D2. Foreign Organizations If the foreign organization meets the 85% test of Regulations section 53.4948-1(b), then:

• Check the box in D2 in the Heading section on page 1 of Form 990-PF,

• Check the box at the top of Part X,

• Don’t fill in Parts X and XII,

• Don’t fill in Part IX unless it is claiming status as a private operating foundation, and

in Regulations section 1.507-2(b)(3). See U. Section 507(b)(1) (B) Termination Notice and Filing Requirements , earlier, for information regarding filing requirements during a section 507(b) (1)(B) termination.

See V. Payment of Section 4940 Tax During Section 507(b)(1) (B) Termination , earlier, for information regarding payment of the tax based on investment income (figured in Part V) during a section 507(b)(1)(B) termination.

Item G. Initial Return of Certain Former Public Charities If this is the initial Form 990-PF return of a former public charity under section 170(b)(1)(A)(vi) or 509(a)(2) or 509(a)(3), then the organization is treated as a private foundation for the tax year being reported only for purposes of section 6033 (filing Form 990-PF), section 4940 (paying excise tax on investment income), and section 507 (terminating private foundation status).

Item H. Type of Organization Check the box for “Section 501(c)(3) exempt private foundation” if the foundation has a ruling or determination letter from the IRS in effect that recognizes its exemption from federal income tax as an organization described in section 501(c)(3) or if the organization's exemption application is pending with the IRS.

Check the “Section 4947(a)(1) nonexempt charitable trust” box if the trust is a nonexempt charitable trust treated as a private foundation. All others, check the “Other taxable private foundation” box.

Item I. Fair Market Value of All Assets In Item I in the Heading on page 1 of Form 990-PF, enter the fair market value of all assets the foundation held at the end of the tax year.

Tip: This amount should be the same as the figure reported in Part II, line 16, column (c).