How do you Generate Form 990-PF Part XIV on Page 11 in Lacerte?

To generate 990-PF, Part XIV:

1. Go to Screen 43.3 Grants & Allocations (990/990-PF).
2. Complete the Donee/Recipient information.
3. Select the appropriate Grant Type from the drop down.
4. Enter either the Cash amount given, or complete the Noncash subsection.
5. Locate the Form 990-PF, Part XV subsection.
6. (If applicable) Check the box Approved for future payment.
7. Select the applicable Foundation status of recipient from the drop down menu (required).
8. Press Ctrl+E while in Purpose of grant or contribution (Ctrl+E) and enter the purpose of grant or contribution (required).
9.  To enter more Donees/recipients, click Add from the left navigation panel and repeat Steps 2-8 for each item.

Note: If Part XV does not generate after making the required entries:

• Verify the foundation had at least $5,000 worth in assets during the year. If the foundation had less than $5,000 worth in assets, Part XV will not generate. Form 990-PF, Part VII-A, Line 7 will mark Yes if the foundation meets this requirement.
• An amount is entered on Screen 36, Operating & Administrative Exp. (990-PF) under Cont, gifts, grants paid (see Screen 43) [O].
• Grant type (Ctrl-T) needs to be marked with corresponding entries in the Cash amount given or Noncash fields.