Get the free Form 990-PF (2023)

Return of Private Foundation990PFFormOMB No. 15450047Department of the Treasury Internal Revenue ServiceNow calendar year 2023 or tax year beginning Employer identification number Joseph B. Whitehead

How to fill out form 990-pf 2023

How to fill out form 990-pf 2023

1. Start by gathering your organization's financial information for the year, including income, expenses, and assets.
2. Download the Form 990-PF from the IRS website or access it through tax software.
3. Fill out Part I with your organization's revenue, including contributions, investment income, and other income.
4. Complete Part II, which details the organization's expenses, including grants made, administrative expenses, and payments to officers.
5. In Part III, provide information about your organization's charitable activities and grantmaking.
6. Complete Part IV, where you list the board of directors and key personnel.
7. Fill out Schedule A, which provides additional details about the foundation's public support.
8. Review the form for accuracy and ensure all required signatures and dates are included.
9. File the form electronically via the IRS e-file system or mail it to the appropriate IRS address.

Who needs form 990-pf 2023?

1. Form 990-PF is required for private foundations, which are charitable organizations established to make grants to other charitable organizations or to the public.
2. It is necessary for tax-exempt organizations under Internal Revenue Code Section 501(c)(3) that are classified as private foundations.
3. Foundations that meet the threshold for gross receipts must file this form to maintain their tax-exempt status.

For pdfFiller’s FAQs

How can I get form 990-pf 2023?

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 2023 and other forms. Find the template you want and tweak it with powerful editing tools.

How do I fill out form 990-pf 2023 using my mobile device?

Use the pdfFiller mobile app to complete and sign form 990-pf 2023 on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.

Can I edit form 990-pf 2023 on an Android device?

The pdfFiller app for Android allows you to edit PDF files like form 990-pf 2023. Mobile document editing, signing, and sending. Install the app to ease document management anywhere.

What is form 990-pf?

Form 990-PF is an annual information return that must be filed by private foundations to report financial information and details about their finances, grants, and activities.

Who is required to file form 990-pf?

Private foundations that are tax-exempt 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, the filer must gather relevant financial data, including revenue, expenses, assets, and liabilities, then complete the form sections, including financial statements, investment information, and details about grants and expenditures.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide the IRS and the public with information about a private foundation's activities, financial status, and charitable distributions to ensure transparency and compliance with tax regulations.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of the foundation's financial activities, grant distributions, investment income, balance sheet details, and details about board members and officers.