Form preview

Get the free Form 990-pf

Get Form
Form 990-PF is used by private foundations to report income, expenses, assets, and liabilities, as well as to detail charitable activities and distributions. It provides a comprehensive overview of the foundation\'s financial status and compliance with IRS regulations.
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.

How to edit form 990-pf online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the steps down below to take advantage of the professional PDF editor:
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. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload 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

Illustration

How to fill out form 990-pf

01
Gather necessary financial documents, including balance sheets and income statements.
02
Start with Part I: Overview of the foundation, including name, address, and EIN.
03
Complete Part II: Statement of revenues and expenses for the foundation's year.
04
Fill out Part III: Explanation of the foundation's purpose and grant-making activities.
05
Complete Part IV: List of current officers, directors, and trustees.
06
Fill in Part V: Detailed information about assets held and any unrealized gains/losses.
07
Provide supporting schedules as required, including Schedule B for contributors.
08
Review all entries for accuracy and completeness.
09
Sign and date the return before submission.

Who needs form 990-pf?

01
Private foundations in the United States that are exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code.
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
34 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.

Install the pdfFiller Chrome Extension to modify, fill out, and eSign your form 990-pf, which you can access right from a Google search page. Fillable documents without leaving Chrome on any internet-connected device.
You can quickly make and fill out legal forms with the help of the pdfFiller app on your phone. Complete and sign form 990-pf and other documents on your mobile device using the application. If you want to learn more about how the PDF editor works, go to pdfFiller.com.
Make sure you get and install the pdfFiller iOS app. Next, open the app and log in or set up an account to use all of the solution's editing tools. If you want to open your form 990-pf, you can upload it from your device or cloud storage, or you can type the document's URL into the box on the right. After you fill in all of the required fields in the document and eSign it, if that is required, you can save or share it with other people.
Form 990-PF is an annual informational return that must be filed by private foundations. It provides detailed information about the private foundation's financial activities, grants, and governance.
Private foundations that are recognized as tax-exempt under section 501(c)(3) of the Internal Revenue Code must file Form 990-PF annually regardless of their income.
To fill out Form 990-PF, organizations need to gather financial statements, details of grants made, information about investments, and governance details. The form consists of various sections requiring specific financial disclosures and must be signed by an authorized officer of the foundation.
The purpose of Form 990-PF is to provide transparency regarding the operations and financial dealings of private foundations, ensuring compliance with tax requirements and enabling the IRS to assess whether the foundation is fulfilling its charitable purpose.
Form 990-PF requires reporting of financial information including the foundation's assets, liabilities, revenues, and expenses, as well as details of distributions to grantees, investment income, compensation of officers and directors, and compliance with tax laws.
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.