Form preview

Get the free 990-pf

Get Form
This form is used by private foundations and nonexempt charitable trusts to report their financial information to the IRS and provide details regarding their income, expenses, and charitable distributions for the tax year. The document includes sections for analyzing revenue and expenses, a balance sheet, capital gains and losses, and various compliance-related statements.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 990-pf

Edit
Edit your 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 990-pf form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 990-pf online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit 990-pf. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

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 990-pf

Illustration

How to fill out 990-pf

01
Gather your organization’s financial statements, including balance sheets and income statements.
02
Complete Part I of the form, which provides basic information about your organization.
03
Fill out Part II to report the organization’s revenues and expenses.
04
Complete Part III to detail the organization’s functional expenses.
05
Fill out Part IV if your organization has conducted any lobbying activities.
06
Complete Schedule A to provide information on public charity status and public support.
07
Review and complete any additional schedules that may apply to your organization.
08
Ensure that all information is accurate and complete before signing and dating the form.
09
Submit the completed Form 990-PF to the IRS by the appropriate deadline.

Who needs 990-pf?

01
Private foundations that are required to file annual returns for tax-exempt status.
02
Organizations with gross receipts of $100,000 or more or total assets of $250,000 or more at the end of the year.
03
Foundations that are operating foundations or non-operating foundations.
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
4.1
Satisfied
55 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.

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including 990-pf, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.
With pdfFiller, the editing process is straightforward. Open your 990-pf in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.
Use the pdfFiller mobile app to fill out and sign 990-pf. Visit our website (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, their features, and how to get started.
Form 990-PF is an annual information return that tax-exempt private foundations are required to file with the IRS. It provides details about the foundation's financial activities, grants, and operations.
Private foundations that are classified as tax-exempt under section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF annually.
To fill out Form 990-PF, foundations need to provide accurate financial information, including income, expenditures, and information about grants. The form can be completed using IRS guidelines or tax software, and submitted electronically or by mail.
The purpose of Form 990-PF is to provide transparency and accountability for private foundations by detailing their financial activities and ensuring compliance with tax regulations.
Form 990-PF requires reporting of information such as the foundation's assets, income, expenses, detailed grant information, and the names of directors and officers.
Fill out your 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.