Form preview

Get the free Form 990-pf

Get Form
This form is used by private foundations to report information about their charitable activities, financial position, and compliance with regulations set forth by the IRS. It includes details about
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 guidelines below to benefit from the PDF editor's expertise:
1
Set up an account. If you are a new user, click Start Free Trial and 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 form 990-pf. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.
4
Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.
Dealing with documents is always simple with pdfFiller. Try it right now

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 information: Collect your organization's financial records, mission statement, and any previous tax returns.
02
Identify the correct form: Ensure you have the correct version of Form 990-PF for the tax year you are reporting.
03
Complete the basic information: Fill in the organization's name, address, and employer identification number (EIN).
04
Report financial data: Input your organization’s revenue, expenses, and net assets for the year.
05
Distributions: Detail the charitable contributions made during the year, including the amount and recipient.
06
Provide information on directors and officers: List key individuals in your organization, including their names and compensation.
07
Attach required schedules: Depending on your organization’s activities, you may need to fill out and attach additional schedules.
08
Review for accuracy: Double-check all entries for mathematical errors and ensure information is complete.
09
Sign and date the form: An authorized officer must sign and date the return before submission.
10
File the form: Submit Form 990-PF electronically or by mail to the appropriate IRS address.

Who needs form 990-pf?

01
Form 990-PF is required for Private Foundations, which are charitable organizations that typically derive their funds from a single source, such as an individual, family, or corporation.
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
4.3
Satisfied
26 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.

pdfFiller has made it simple to fill out and eSign form 990-pf. The application has capabilities that allow you to modify and rearrange PDF content, add fillable fields, and eSign the document. Begin a free trial to discover all of the features of pdfFiller, the best document editing solution.
Install the pdfFiller Google Chrome Extension to edit form 990-pf and other documents straight from Google search results. When reading documents in Chrome, you may edit them. Create fillable PDFs and update existing PDFs using pdfFiller.
On an Android device, use the pdfFiller mobile app to finish your form 990-pf. The program allows you to execute all necessary document management operations, such as adding, editing, and removing text, signing, annotating, and more. You only need a smartphone and an internet connection.
Form 990-PF is an IRS tax form that private foundations in the United States are required to file annually to report their financial activities, including income, expenses, and distributions.
Private foundations that are exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code are required to file Form 990-PF.
To fill out Form 990-PF, organizations must provide detailed financial information, including assets, liabilities, revenue, grants made, and administrative expenses. The form has specific sections that must be completed based on the foundation's activities for the year.
The purpose of Form 990-PF is to ensure transparency in the financial operations of private foundations, providing the IRS and the public with information about the foundation's income, expenditures, and charitable distributions.
Form 990-PF requires reporting of the foundation's income, expenses, grants made, investment holdings, compensation of officers, and a statement of activities, amongst other financial data.
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.