Sample Form 990-Pf - Return Of Private Foundation - 2015 Page 9
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Form 990-PF (2015)
Page
Part XIII
Undistributed Income (see instructions)
(a)
(b)
(c)
(d)
Corpus
Years prior to 2014
2014
2015
1
Distributable amount for 2015 from Part XI,
line 7
.
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.
.
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.
.
0
2
Undistributed income, if any, as of the end of 2015:
a Enter amount for 2014 only .
.
.
.
.
.
0
b Total for prior years: 20
,20
,20
0
3
Excess distributions carryover, if any, to 2015:
a From 2010
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0
b From 2011
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0
c From 2012
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0
d From 2013
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0
e From 2014
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0
f
Total of lines 3a through e .
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0
4
Qualifying distributions for 2015 from Part XII,
line 4:
$
▶
207838
a Applied to 2014, but not more than line 2a .
0
b Applied to undistributed income of prior years
(Election required—see instructions) .
.
.
0
c Treated as distributions out of corpus (Election
required—see instructions) .
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0
d Applied to 2015 distributable amount
.
.
207838
e Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2015
0
(If an amount appears in column (d), the same
amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b Prior years’ undistributed income. Subtract
line 4b from line 2b
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0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed .
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0
d Subtract line 6c from line 6b. Taxable
amount—see instructions
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0
e Undistributed income for 2014. Subtract line
4a
from
line
2a.
Taxable
amount—see
instructions .
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0
f
Undistributed income for 2015. Subtract lines
4d and 5 from line 1. This amount must be
distributed in 2016 .
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0
7
Amounts treated as distributions out of corpus
to satisfy requirements imposed by section
170(b)(1)(F) or 4942(g)(3) (Election may be
required—see instructions) .
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0
8
Excess distributions carryover from 2010 not
applied on line 5 or line 7 (see instructions) .
0
9
Excess distributions carryover to 2016.
Subtract lines 7 and 8 from line 6a
.
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.
0
Analysis of line 9:
10
a Excess from 2011 .
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0
b Excess from 2012 .
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0
c Excess from 2013 .
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0
d Excess from 2014 .
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0
e Excess from 2015 .
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0
990-PF
Form
(2015)
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