Irs Forms Schedule F Form – Fill Out and Use This PDF

The IRS Schedule F form, officially known as the Statement of Activities Outside the United States, is a document attached to Form 990 that organizations must complete if they engage in specific activities or grantmaking outside the U.S. This requirement is triggered if an organization answers "Yes" to questions on Form 990, Part IV, related to foreign activities. For organizations involved in international operations or funding, understanding and accurately filling out Schedule F is essential. Click the button below to learn more about filling out this form correctly.

Get Form Now Download PDF

Irs Forms Schedule F Form PDF Details

The IRS Schedule F form is a crucial document for organizations that operate on an international scale, ensuring they comply with U.S. tax regulations regarding their overseas activities. This document, officially titled "Statement of Activities Outside the United States" and part of Form 990, requires detailed disclosures about an organization's activities, grants, and other forms of assistance outside the United States. Organizations need to fill out this form if they've answered "Yes" to specific questions on Form 990, Part IV, concerning international operations. Schedule F covers a wide array of information, including general details about the organization's international presence, grants and assistance provided to entities and individuals abroad, and involvement with foreign corporations, partnerships, or trusts. The completion and attachment of this form to Form 990 are obligatory for organizations that maintain operations outside U.S. borders, encompassing everything from the monitoring of grant usage to the declaration of foreign investments. Through the Schedule F form, the IRS aims to promote transparency and ensure that nonprofit organizations operating internationally adhere to U.S. tax laws and regulations.

Question	Answer
Form Name	Irs Forms Schedule F Form
Form Length	5 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min 15 sec
Other names	2021 Schedule F (Form 990). Statement of Activities Outside the United States

Form Preview Example

SCHEDULE F		STATEMENT OF ACTIVITIES OUTSIDE THE UNITED STATES		OMB No. 1545-0047
(Form 990)				2021

		▶ Complete if the organization answered “Yes” on Form 990, Part IV, line 14b, 15, or 16.
Department of the Treasury		▶ Attach to Form 990.		Open to Public

		▶ Go to WWW.IRS.GOV/FORM990 for instructions and the latest information.
				Inspection
Internal Revenue Service

Name of the organization			Employer identification number

Part I	General Information on Activities Outside the United States. Complete if the organization answered “Yes” on
	Form 990, Part IV, line 14b.

1For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

2For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

3Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

	(a) Region		(b) Number	(c) Number of	(d) Activities conducted in the	(e) If activity listed in (d) is	(f) Total
	(a) Region		(b) Number	employees,	(d) Activities conducted in the	(e) If activity listed in (d) is	(f) Total
			of offices in	employees,	region (by type) (such as,	a program service,	expenditures for
			of offices in	agents, and	region (by type) (such as,	a program service,	expenditures for
			the region	agents, and	fundraising, program services,	describe specific type of	and investments
			the region	independent	fundraising, program services,	describe specific type of	and investments
				independent	investments, grants to recipients	service(s) in the region	in the region
				contractors	investments, grants to recipients	service(s) in the region	in the region
				contractors	located in the region)
				in the region	located in the region)
				in the region

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

(17)

3a	Subtotal
b	Total from	continuation
	sheets to Part I . . . .
c Totals (add lines 3a and 3b)

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50082W

Schedule F (Form 990) 2021

Schedule F (Form 990) 2021									Page 2

Part II	Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” on Form 990,
	Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of		(b) IRS code	(c) Region	(d) Purpose of	(e) Amount of	(f) Manner of	(g) Amount of	(h) Description	(i) Method of
organization		section and EIN		grant	cash grant	cash	noncash	of noncash assistance	valuation
		(if applicable)				disbursement	assistance		(book, FMV,
									appraisal, other)

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)

2Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as a tax

	exempt 501(c)(3) organization by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . .	▶
3	Enter total number of other organizations or entities	▶

Schedule F (Form 990) 2021

Schedule F (Form 990) 2021Page 3

Part III Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered “Yes” on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Region	(c) Number of	(d) Amount of	(e) Manner of	(f) Amount of	(g) Description	(h) Method of
		recipients	cash grant	cash	noncash	of noncash assistance	valuation
				disbursement	assistance		(book, FMV,
							appraisal, other)

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

(15)

(16)

(17)

(18)

Schedule F (Form 990) 2021

Schedule F (Form 990) 2021		Page 4

Part IV	Foreign Forms

1Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,” the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign

Corporation (see Instructions for Form 926) . . . . . . . . . . . . . . . . . . . . .

2Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organization may

be required to separately file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990) . . . . . . .

3Did the organization have an ownership interest in a foreign corporation during the tax year? If “Yes,” the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect to

Certain Foreign Corporations (see Instructions for Form 5471) . . . . . . . . . . . . . .

4Was the organization a direct or indirect shareholder of a passive foreign investment company or a

qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund (see Instructions for Form 8621) . . . . . . . . . . . . . . . . . . . . . .

5Did the organization have an ownership interest in a foreign partnership during the tax year? If “Yes,”

the organization may be required to file Form 8865, Return of U.S. Persons With Respect to Certain Foreign Partnerships (see Instructions for Form 8865) . . . . . . . . . . . . . . . . .

6Did the organization have any operations in or related to any boycotting countries during the tax year? If “Yes,” the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990) . . . . . . . . . . . . . . . . . .

Yes

Schedule F (Form 990) 2021

Schedule F (Form 990) 2021		Page 5

Part V	Supplemental Information

Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

Schedule F (Form 990) 2021

How to Edit Irs Forms Schedule F Form Online for Free

You are able to prepare Irs Forms Schedule F Form effortlessly with our online PDF editor. Our expert team is ceaselessly working to expand the editor and ensure it is much better for clients with its extensive features. Take your experience to another level with constantly improving and great options available today! Starting is easy! All you need to do is adhere to these basic steps directly below:

Step 1: Firstly, access the pdf editor by clicking the "Get Form Button" above on this page.

Step 2: This editor will let you customize almost all PDF documents in various ways. Transform it with any text, adjust original content, and place in a signature - all at your convenience!

For you to fill out this PDF form, make sure you type in the right information in each blank field:

1. Begin completing the Irs Forms Schedule F Form with a number of necessary fields. Note all the necessary information and make certain there's nothing neglected!

Step # 1 of filling in Irs Forms Schedule F Form

2. When this section is complete, you should include the essential particulars in a Subtotal in order to move on further.

Best ways to prepare Irs Forms Schedule F Form portion 2

3. This next section should be relatively easy, b Total, from continuation, sheets to Part I, c Totals add lines a and b, For Paperwork Reduction Act Notice, Cat No W, and Schedule F Form - each one of these form fields must be filled out here.

Find out how to fill in Irs Forms Schedule F Form part 3

4. This next section requires some additional information. Ensure you complete all the necessary fields - - to proceed further in your process!

Stage number 4 of filling out Irs Forms Schedule F Form

People generally make mistakes when completing this field in this section. You should definitely reread whatever you enter here.

5. As you get close to the completion of this form, there are just a few extra requirements that should be fulfilled. Notably, Enter total number of recipient, and Schedule F Form must all be filled in.

Enter total number of recipient, Enter total number of recipient, and Schedule F Form of Irs Forms Schedule F Form

Step 3: Right after taking one more look at your form fields, hit "Done" and you are done and dusted! Obtain your Irs Forms Schedule F Form after you join for a free trial. Readily use the document in your FormsPal account page, along with any modifications and changes being conveniently saved! FormsPal is dedicated to the personal privacy of all our users; we make sure all personal information going through our tool is kept confidential.

Irs Forms Schedule F Form – Fill Out and Use This PDF

Irs Forms Schedule F Form PDF Details

Form Preview Example

How to Edit Irs Forms Schedule F Form Online for Free

Irs Forms Schedule F Form isn’t the one you’re looking for?

Related Documents