Form 990-PF

Rate

(4.8 / 5) 101 votes
Form 990-PF - Thumbnail

Get your Form 990-PF in 3 easy steps

  • 01 Fill and edit template
  • 02 Sign it online
  • 03 Export or print immediately

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.

Form 990-PF on PDFLiner

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.

Filling Form 990-PF on PDFLiner

Organizations that work with Form 990-PF

  • IRS

Related to Form 990-PF Documents

What people say

  • Fred Walters
    Entrepreneur
    Now that I’ve switched from Word to PDFLiner, I save lots of time processing and digitally distributing tons of billing forms, work orders, forecast reports, and invoices. In addition to this, thanks to PDFLiner, we’ve significantly minimized our paper consumption. Excellent tool that helps me cope with my business workflow faster and easier.
  • Peter Scheffel
    Self-employed attorney
    PDFLiner allows me to streamline the processes of generating and managing legal documents, as well as collecting electronic signatures for all my contracts and agreements. I like that I can customize forms on the go and access PDFLiner from all my gadgets. No more printing or scanning! That’s just brilliant!
  • Lisa Matthews
    University student
    When you’re a student, you deal with PDFs a lot… Newsletters, various worksheets, official forms you need to fill in and sign, etc… To me, filling out a PDF form used to be among the trickiest and most time-consuming things ever. But then a friend of mine introduced me to PDFLiner, and oh my God, my life has changed since then. It’s easy to use and has so many great features. Just awesome, I love it!
Fillable online Form 990-PF
Rate
(4.8 / 5) 101 votes
Please, wait...
We use unpersonalized cookies to keep our site working and collect statistics for marketing purposes. By continuing to use this site, you consent to this policy. Learn more
Accept