Form preview

Get the free Form 990 PF OMB No 15450052 Return of Private Foundation or Section 4947( a)(1) Trus...

Get Form
Form 990 PF OMB No 15450052 Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation 2014 Do not enter social security numbers on this form as it may be made public.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 990 pf omb

Edit
Edit your form 990 pf omb form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 990 pf omb form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing form 990 pf omb online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Log in to account. Start Free Trial and register a profile if you don't have one.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit form 990 pf omb. Replace text, adding objects, rearranging pages, and more. Then select the Documents tab to combine, divide, lock or unlock the file.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 990 pf omb

Illustration

How to fill out form 990 pf omb:

01
Gather all necessary information: Before filling out form 990 pf omb, make sure you have all the required information readily available. This may include details about your organization's finances, activities, and any grants or contributions received.
02
Start with basic information: Begin by providing the basic information about your organization, such as its name, address, and EIN (Employer Identification Number).
03
Complete Part I: In this section, you need to provide details about your organization's activities and mission. Describe the purpose of your organization and the programs it offers.
04
Fill out Part II: Part II of form 990 pf omb requires you to provide financial information about your organization. This includes reporting the total assets and liabilities, as well as any grants or distributions made during the tax year.
05
Complete Part III: In this section, you'll need to provide information about contributors, including both individuals and organizations, who made substantial contributions during the tax year.
06
Fill out Part IV: Part IV requires you to report information about certain investments held by your organization. This includes details about any investments that generate income not related to your organization's exempt purpose.
07
Complete Part V: Here, you'll need to provide information related to your organization's excise tax liability, if applicable.
08
Fill out Part VI: Part VI requires you to provide information about your organization's governing body, officers, and key employees. This includes details about their compensation and any potential conflicts of interest.
09
Complete Part VII: In this section, you'll need to provide additional details regarding certain information previously reported on the form.
10
Check for accuracy: Before submitting the form, make sure to review all the information provided to ensure accuracy and completeness.

Who needs form 990 pf omb:

01
Private foundations: Form 990 pf omb is specifically designed for private foundations that are exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code.
02
Organizations with significant financial activity: If your organization has financial assets exceeding a certain threshold ($250,000 or more at any time during the tax year), you are required to file form 990 pf omb.
03
Grant-making organizations: If your organization primarily operates by making grants or contributions to other organizations or individuals, you may be required to file form 990 pf omb.
04
Organizations subject to excise tax: Private foundations that are subject to excise tax on investment income are required to file form 990 pf omb.
05
Compliance with IRS regulations: It's important to note that even if you don't meet the above criteria, you should always consult the IRS instructions or a tax professional to determine if form 990 pf omb is required for your specific organization.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.0
Satisfied
23 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You can quickly improve your document management and form preparation by integrating pdfFiller with Google Docs so that you can create, edit and sign documents directly from your Google Drive. The add-on enables you to transform your form 990 pf omb into a dynamic fillable form that you can manage and eSign from any internet-connected device.
Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your form 990 pf omb, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.
You can. Using the pdfFiller iOS app, you can edit, distribute, and sign form 990 pf omb. Install it in seconds at the Apple Store. The app is free, but you must register to buy a subscription or start a free trial.
Form 990-PF OMB is the Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, which must be filed annually by private foundations to report financial information to the IRS.
Private foundations and section 4947(a)(1) non-exempt charitable trusts treated as private foundations are required to file form 990-PF OMB.
Form 990-PF OMB must be completed with detailed financial information, such as income, expenses, grants made, investments, and other assets.
The purpose of form 990-PF OMB is to provide the IRS and the public with information about a private foundation's financial activities, governance, and compliance with tax laws.
Form 990-PF OMB requires reporting on financial information, including income, expenses, grants made, investments, and details about the foundation's activities.
Fill out your form 990 pf omb online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.