Form preview

Get the free Form 990-PF

Get Form
This document is a tax return for a private foundation, detailing the foundation's financial activities, income, expenditures, and reporting requirements for the calendar year 2001.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 990-pf

Edit
Edit your form 990-pf 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 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 990-pf online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the services of a skilled PDF editor, follow these steps below:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
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. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
With pdfFiller, it's always easy to work with documents.

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

Illustration

How to fill out Form 990-PF

01
Gather all necessary financial information including income, expenses, and balance sheet data.
02
Complete Part I: Charitable Activities, detailing the foundation's charitable work.
03
Fill out Part II: Balance Sheets, reporting assets, liabilities, and net assets.
04
Complete Part III: Number of Sch. D, outlining the foundation's investments and their fair market value.
05
Fill out Part IV: Summary of Revenue and Expenses, disclosing revenue sources and total expenses.
06
Complete Part V: Compliance Check, answering questions about compliance with tax regulations.
07
Submit the form with any required schedules and documents by the due date.

Who needs Form 990-PF?

01
Private foundations that are required to file annual returns to the IRS.
02
Foundations with gross receipts over $100,000.
03
Foundations that have assets over $250,000.
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
4.3
Satisfied
33 Votes

People Also Ask about

The IRS must make Forms 990-T filed by charities publicly available; use Form 4506-A PDF to request copies. Copies of Forms 990-T on DVD may be purchased from the IRS. See Copies of scanned exempt organization returns available.
Tax Professionals Pricing Forms1-10 Returns11+ Returns Form 990-EZ (Price Per Form) $89.90 $69.90 Form 990-PF (Price Per Form) $149.90 $119.90 Form 990 (Price Per Form) $179.90 $139.90 Form 990-T (Price Per Form) $139.90 $109.905 more rows
The 990 is a public document that you can search for on the websites for the Secretary of State or the Attorney General where the organization is incorporated. In addition, 990s are available from a variety of open source and subscription sources. You may also request them from an organization or from the IRS.
Forms 990 & 990-PF Forms 990, Return of Organization Exempt from Income Tax, and 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, for tax years ending July 31, 2020 and later MUST be filed electronically.
The 990 is a public document that you can search for on the websites for the Secretary of State or the Attorney General where the organization is incorporated. In addition, 990s are available from a variety of open source and subscription sources. You may also request them from an organization or from the IRS.
Pricing. FREE to file Form 990/990-EZ for organizations with less than $100,000 in gross receipts. For organizations with gross receipts greater than $100,000, we have a sliding scale fee structure starting at $41. FREE to file Form 8868 (request for extension).
Form 990-PF is an annual information return that must be filed by the following. • Exempt private foundations (section 6033(a), (b), and (c)). • Taxable private foundations (section 6033(d)). • Organizations that agree to private foundation status and.
Forms 990 & 990-PF Forms 990, Return of Organization Exempt from Income Tax, and 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation, for tax years ending July 31, 2020 and later MUST be filed electronically.

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.

Form 990-PF is a federal tax return that private foundations are required to file each year with the Internal Revenue Service (IRS). It provides detailed information about a foundation's financial activities, including its revenues, expenses, and charitable grants.
Private foundations that are classified as 501(c)(3) organizations are required to file Form 990-PF. This includes foundations that do not qualify as public charities under the tax code.
Filling out Form 990-PF typically involves providing detailed financial information, including income, expenses, assets, and liabilities of the foundation. The form also requires details about donations made, administrative expenses, and any excess distributions that need to be reported. It is advisable to seek assistance from a tax professional to ensure proper completion.
The purpose of Form 990-PF is to provide the IRS and the public with information about a private foundation's activities and financial status. This helps ensure transparency and accountability in how foundations manage and distribute their funds.
Form 990-PF requires reporting information such as the foundation's gross receipts, total assets, total liabilities, a detailed list of operating and administrative expenses, distributions made to charities, and a summary of investments and their fair market value.
Fill out your form 990-pf 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.