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What is Form 990-PF?
The 990 PF Form is an extensive thirteen-page document used by organizations with a "private foundation" status to notify the IRS of their activities and calculate taxes. The calculations differ depending on the specific type of private entity, so it is essential to follow the IRS Form 990 PF instructions.
What do I need the 990 PF tax form for?
- Both taxable and exempt foundations must report their activities annually using IRS Form 990-PF.
- Nonexempt charitable trusts also belong to this type of entity, so they must also submit it.
- If private foundations go out of business or an organization is waiting to receive such status, they must provide a completed form.
- If your gross receipts are below a certain limit, you are required to complete other, shorter versions of this file.
How to Fill Out Form 990-PF?
Step 1: Enter your foundation information, calculate the total income and expenses for the reporting period, and get adjusted net profit.
Step 2: Count all your assets and liabilities to calculate your total balance and determine changes over the past year.
Step 3: Determine capital gains or losses and excise tax. Carefully follow the instructions for each type of foundation, depending on the section.
Step 4: Answer questions about your activity and fill in info about trustees, officers, directors, managers, etc. List the five employees and independent contractors with the highest payments.
Step 5: Make a summary of all activities, including investment return, distributable amount, undistributed income, transfers, etc. Not all parts of the IRS Form 990 PF are mandatory, so fill out the ones that apply to you.
Organizations that work with Form 990-PF
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Fillable online Form 990-PF