Get the free Form 990-pf

This document is the tax return form for private foundations in the United States, specifically Form 990-PF. It is used by private non-operating foundations to report their financial information, including revenues, expenses, investment income, and distributions for charitable purposes. The form includes detailed sections on revenue sources, expenses, balance sheets, and compliance with IRS regulations. This version is for the calendar year 2022.

How to fill out form 990-pf

How to fill out form 990-pf

1. Obtain the Form 990-PF from the IRS website.
2. Fill in basic information: name, address, and Employer Identification Number (EIN).
3. Complete Part I by reporting the foundation's revenue and expenses.
4. Fill out Part II with a summary of the foundation's assets.
5. Complete Part III and IV with the foundation’s charitable activities and compliance with distribution requirements.
6. Report any investment income and expenses in Part V.
7. Complete Schedule A to provide further details about the foundation's public charity status.
8. Attach all required schedules and supporting documents.
9. Review the form for accuracy and completeness.
10. File the Form 990-PF electronically or by mail by the due date.

Who needs form 990-pf?

1. Private foundations with gross receipts of $1,000 or more in a year.
2. Foundations that are required to report their financial activities annually to the IRS.
3. Foundations seeking to comply with grant-making obligations and provide transparency.

For pdfFiller’s FAQs

How do I make edits in form 990-pf without leaving Chrome?

Get and add pdfFiller Google Chrome Extension to your browser to edit, fill out and eSign your form 990-pf, which you can open in the editor directly from a Google search page in just one click. Execute your fillable documents from any internet-connected device without leaving Chrome.

How do I edit form 990-pf straight from my smartphone?

You may do so effortlessly with pdfFiller's iOS and Android apps, which are available in the Apple Store and Google Play Store, respectively. You may also obtain the program from our website: https://edit-pdf-ios-android.pdffiller.com/. Open the application, sign in, and begin editing form 990-pf right away.

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

With the pdfFiller mobile app for Android, you may make modifications to PDF files such as form 990-pf. 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.

What is form 990-pf?

Form 990-PF is an annual information return that must be filed by private foundations to provide details on their financial activities, operations, and governance.

Who is required to file form 990-pf?

Private foundations, which are defined as non-profit organizations that typically receive their funding from a single source, are required to file Form 990-PF.

How to fill out form 990-pf?

Form 990-PF can be filled out by providing information on the foundation's financial statements, including revenue, expenses, assets, and distributions, along with governance details. It is recommended to use a tax professional or software to ensure accuracy.

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 the financial health, activities, and compliance of private foundations.

What information must be reported on form 990-pf?

Form 990-PF requires the reporting of financial data such as income, expenditures, assets, liabilities, and details about grants made, as well as information about the foundation's governing body.