Form preview

Get the free Form 990-PF Return of Private Foundation or ... - rwjf

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

Get, Create, Make and Sign form 990-pf return of

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

How to edit form 990-pf return of online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use the professional PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit form 990-pf return of. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
It's easier to work with documents with pdfFiller than you could have believed. You can sign up for an account to see for yourself.

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 return of

Illustration

How to fill out form 990-pf return of:

01
Gather all necessary information and documents, including the organization's tax-exempt status, financial records, and details about any grants or contributions made during the tax year.
02
Begin by providing basic information about the foundation, such as its name, address, and Employer Identification Number (EIN).
03
Enter the tax year for which the return is being filed and select the appropriate accounting method.
04
Fill out Part I of the form, which includes questions about the foundation's activities, purpose, and specific public support tests.
05
Proceed to Part II and provide details about the foundation's assets and liabilities.
06
In Part III, report the foundation's income and expenses for the tax year. This section will require information about investment income, contributions received, grants made, and any other revenue or expenses.
07
Complete Part IV by answering questions related to the foundation's excise tax liability, including any section 4940 tax or adjustments.
08
If the foundation meets the qualifications for an exception or exemption, complete Schedule A and Schedule B accordingly.
09
Review the completed form for accuracy and make any necessary revisions.
10
Sign and date the form, and include the name and title of the person responsible for filing the return.
11
Submit the form to the Internal Revenue Service (IRS) by the designated deadline, along with any required attachments or schedules.

Who needs form 990-pf return of:

01
Private foundations in the United States are required to file Form 990-PF annually to meet their tax obligations and disclose information about their financial activities.
02
This includes organizations recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code and are classified as private foundations. Public charities and other types of tax-exempt organizations generally do not need to file this form.
03
Filing Form 990-PF allows the IRS and the public to gain insight into a foundation's income, expenses, assets, and activities, ensuring transparency and compliance with tax laws and regulations. It also helps the IRS monitor and regulate the distribution of funds by private foundations.
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
31 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 is possible to significantly enhance your document management and form preparation by combining pdfFiller with Google Docs. This will allow you to generate papers, amend them, and sign them straight from your Google Drive. Use the add-on to convert your form 990-pf return of into a dynamic fillable form that can be managed and signed using any internet-connected device.
The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific form 990-pf return of and other forms. Find the template you want and tweak it with powerful editing tools.
With pdfFiller's add-on, you may upload, type, or draw a signature in Gmail. You can eSign your form 990-pf return of and other papers directly in your mailbox with pdfFiller. To preserve signed papers and your personal signatures, create an account.
Form 990-pf return is filed by private foundations to provide the IRS with information about their financial activities and compliance with tax laws.
Private foundations are required to file form 990-pf return to maintain their tax-exempt status.
Form 990-pf return can be filled out online or by mail, providing information about the foundation's activities, finances, and grants.
The purpose of form 990-pf return is to ensure transparency and accountability in the operations of private foundations.
Form 990-pf return requires reporting on the foundation's financial activities, grants, investments, and expenses.
Fill out your form 990-pf return of 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.