Form preview

Get the free Return of Private Foundation 990-PF Form OMB No 1545-0052 2004 or Section 4947(a)(1)...

Get Form
Return of Private Foundation 990-PF Form OMB No 1545-0052 2004 or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury Internal Revenue Service
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign return of private foundation

Edit
Edit your return of private foundation 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 return of private foundation form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit return of private foundation online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps down below to benefit from a competent PDF editor:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit return of private foundation. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
With pdfFiller, it's always easy to work with documents. Check it 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 return of private foundation

Illustration

How to fill out a return of private foundation:

01
Gather all necessary financial information and records related to the private foundation's activities, including income, expenses, grants, and investments.
02
Determine the correct IRS form to use for filing the return. Private foundations typically file Form 990-PF, Return of Private Foundation, which is specifically designed for reporting their financial details.
03
Begin filling out the form by providing basic information about the foundation, such as its name, address, EIN (Employer Identification Number), and the tax year being reported.
04
Report the foundation's financial activity for the tax year, including income from investments, donations, and other sources. Deduct any allowable expenses or costs associated with the foundation's administration and charitable activities.
05
Provide details about any grants or distributions made by the foundation during the tax year, including the recipients' names, amounts granted, and their charitable purposes.
06
Calculate the foundation's net investment income and determine the amount of excise tax owed, if applicable. Private foundations are generally subject to a 2% or 1% excise tax on their net investment income, depending on certain criteria.
07
Complete any additional schedules or attachments required by the IRS to provide more detailed information about the foundation's activities, such as Schedule B (Schedule of Contributors) if the foundation received significant donations.
08
Review the completed return for accuracy and ensure all necessary information has been provided. Make any necessary corrections or revisions before submitting the return to the IRS.
09
File the return electronically or by mail, following the IRS guidelines and deadlines for private foundations.
10
Keep a copy of the completed return and all supporting documentation for your records.

Who needs a return of private foundation?

01
Private foundations, as defined by the IRS, are required to file a return each year.
02
A private foundation is an organization established for charitable purposes and funded by an individual, family, or corporation, rather than by the general public.
03
Private foundations must comply with IRS regulations and guidelines regarding their financial reporting and accountability.
04
Filing a return of private foundation is necessary to fulfill the foundation's legal obligations and maintain its tax-exempt status.
05
The return provides transparency and disclosure of the foundation's financial activities to the IRS and the public.
06
It also helps the IRS monitor and ensure compliance with the tax laws governing private foundations and prevent any potential abuse or misuse of tax-exempt status.
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
36 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.

It’s easy with pdfFiller, a comprehensive online solution for professional document management. Access our extensive library of online forms (over 25M fillable forms are available) and locate the return of private foundation in a matter of seconds. Open it right away and start customizing it using advanced editing features.
Add pdfFiller Google Chrome Extension to your web browser to start editing return of private foundation and other documents directly from a Google search page. The service allows you to make changes in your documents when viewing them in Chrome. Create fillable documents and edit existing PDFs from any internet-connected device with pdfFiller.
With the pdfFiller mobile app for Android, you may make modifications to PDF files such as return of private foundation. Documents may be edited, signed, and sent directly from your mobile device. Install the app and you'll be able to manage your documents from anywhere.
The return of private foundation is a form that must be filed annually with the IRS by private foundations to provide information on their finances and activities.
Private foundations that meet certain criteria, such as having more than $5,000 in assets, are required to file a return with the IRS.
The return of private foundation can be filled out online using the IRS's e-Postcard system, or by using Form 990-PF.
The purpose of the return of private foundation is to provide transparency and accountability for private foundations, and to ensure that they are operating in accordance with tax laws.
Information reported on the return of private foundation includes details on the foundation's finances, activities, and any grants or contributions made.
Fill out your return of private foundation 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.