Get the free Form 990-pf

This document outlines the financial activities and compliance of the Mason and Lula Cole Charitable TUA for the year 2023, including required distributions, capital gains, and the status of the charitable

How to fill out form 990-pf

How to fill out form 990-pf

1. Gather your organization’s financial records for the tax year.
2. Download Form 990-PF from the IRS website.
3. Complete the identification section, including the name and address of the foundation.
4. Fill out Part I, which includes information on the foundation’s income, expenses, and net investment income.
5. Complete Part II, detailing the foundation’s balance sheet.
6. Fill out Part III, which outlines the foundation’s program-related investments.
7. Complete Part IV, detailing the foundation's charitable distributions by checking the appropriate boxes and providing details.
8. Provide information in Part V related to the foundation's governing body and compensation.
9. Review the completed form for accuracy and completeness.
10. Submit the form to the IRS by the deadline, typically the 15th day of the 5th month after the end of the foundation’s tax year.

Who needs form 990-pf?

1. Form 990-PF is needed by private foundations to report their financial activities and provide transparency to the IRS and the public.
2. It is required for private foundations with gross receipts of $50,000 or more, as well as those who otherwise choose to file it.
3. Foundations that must disclose their financial information to maintain compliance with federal regulations also need to file Form 990-PF.

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.

Can I create an eSignature for the form 990-pf in Gmail?

Upload, type, or draw a signature in Gmail with the help of pdfFiller’s add-on. pdfFiller enables you to eSign your form 990-pf and other documents right in your inbox. Register your account in order to save signed documents and your personal signatures.

How do I complete form 990-pf on an iOS device?

Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your form 990-pf, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.

What is form 990-pf?

Form 990-PF is an annual reporting return that is required to be filed by private foundations with the Internal Revenue Service (IRS) in the United States.

Who is required to file form 990-pf?

Private foundations that are recognized as 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?

Form 990-PF can be filled out by providing financial information, including income, expenses, distributions to charity, and information about the foundation's activities. The form can be completed electronically or on paper, and specific instructions are provided by the IRS.

What is the purpose of form 990-pf?

The purpose of Form 990-PF is to provide transparency regarding a private foundation's financial activities, including its revenue, expenditures, charitable distributions, and compliance with IRS regulations.

What information must be reported on form 990-pf?

Form 990-PF requires reporting of various types of information, including assets, liabilities, revenue, expenses, disbursements to charitable recipients, and details about foundation governance and management.