Form preview

Get the free Form 990-pf

Get Form
This form is used by private foundations to report information about their financial activities, including revenue, expenses, and assets for the tax year 2022. It includes details on contributions, investment income, administrative expenses, and charitable distributions, as well as compliance with regulations specified for private foundations.
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.

Editing 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 our professional PDF editor, follow these steps:
1
Log in. Click Start Free Trial and create a profile if necessary.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
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
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

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 the necessary financial records and documentation for the foundation.
02
Download the Form 990-PF from the IRS website.
03
Fill out the basic information at the top of the form, including the foundation's name, address, and EIN.
04
Complete Part I, which requires reporting on revenue, expenses, and changes in net assets.
05
Fill out Part II to provide information about the foundation's assets, liabilities, and net worth.
06
Complete Part III, detailing the foundation's charitable purpose and activities.
07
Provide a summary of the foundation's grantmaking activities in Part IV.
08
Complete Part V if the foundation has made any investments, explaining the nature and value.
09
Ensure all applicable schedules and attachments are included and completed.
10
Review the form for accuracy and compliance, then sign and date it.

Who needs form 990-pf?

01
Private foundations that are exempt from federal income tax under Internal Revenue Code Section 501(c)(3).
02
Foundations that have at least $500,000 in assets at the end of the tax year.
03
Private foundations that have made grants or distributions during the tax year.
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
4.5
Satisfied
42 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.

With pdfFiller, you may not only alter the content but also rearrange the pages. Upload your form 990-pf and modify it with a few clicks. The editor lets you add photos, sticky notes, text boxes, and more to PDFs.
Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your form 990-pf in seconds.
Create, modify, and share form 990-pf using the pdfFiller iOS app. Easy to install from the Apple Store. You may sign up for a free trial and then purchase a membership.
Form 990-PF is an annual information return that private foundations in the United States are required to file with the Internal Revenue Service (IRS).
Private foundations that are tax-exempt under section 501(c)(3) and are classified as private foundations under the Internal Revenue Code are required to file Form 990-PF.
To fill out Form 990-PF, private foundations should gather financial information, including revenue, expenses, grants, and investments, and complete the form by providing data in the required sections and following the IRS instructions.
The purpose of Form 990-PF is to provide the IRS and the public with information about the private foundation's activities, finances, and compliance with tax laws.
Form 990-PF requires reporting of financial data including assets, liabilities, income, expenses, the private foundation's purpose, and detailed information about grants and contributions.
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.