Get the free Form 990-PF

This form is used for private foundations to report financial information to the IRS, including contributions, grants, and operating expenses, as well as to disclose their status as a tax-exempt organization.

How to fill out form 990-pf

How to fill out Form 990-PF

1. Obtain a blank Form 990-PF from the IRS website or a tax professional.
2. Fill in the organization's name, address, and Employer Identification Number (EIN) at the top of the form.
3. Complete Part I by reporting the foundation's financial data, including total assets and receipts.
4. Fill out Part II, providing detailed information about charitable distributions made during the year.
5. Complete Part III by listing the organization's charitable activities for the year.
6. In Part IV, answer questions about compliance with tax laws and regulations.
7. Fill in Part V, which includes calculations related to investment income and tax
8. Complete any additional relevant schedules, such as Schedule B for contributors.
9. Review the entire form for accuracy and completeness.
10. Sign and date the form before submitting it to the IRS by the deadline, usually the 15th day of the 5th month after the end of the foundation's fiscal year.

Who needs Form 990-PF?

1. Private foundations that are required to file an annual return with the IRS.
2. Foundations that provide grants to charitable organizations.
3. Any organization classified as a private foundation under IRS regulations.

People Also Ask about

Is the IRS 990 publicly available?

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.

How much does it cost to file a 990-PF?

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

Where can I get a 990 form?

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.

Can Form 990-PF be filed electronically?

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.

Where can I download Form 990?

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.

Is Form 990 free?

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).

What is the 990-PF form?

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.

Can an IRS Form 990 be filed electronically?

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

What is Form 990-PF?

Form 990-PF is an annual reporting return that all private foundations must file with the Internal Revenue Service (IRS) to provide information about their financial activities and compliance with tax regulations.

Who is required to file Form 990-PF?

Private foundations that are exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF.

How to fill out Form 990-PF?

To fill out Form 990-PF, organizations need to provide detailed information about their income, expenses, assets, and distributions, following the instructions provided by the IRS. The form includes sections for reporting financial data, investments, grants, and compliance.

What is the purpose of Form 990-PF?

The purpose of Form 990-PF is to ensure transparency and accountability among private foundations by requiring them to disclose their financial information and activities to the IRS and the public.

What information must be reported on Form 990-PF?

Form 990-PF requires reporting of various information, including the foundation's income, expenditures, total assets, liabilities, payout amounts, leadership details, and grantmaking activities.