Form preview

IRS 990-PF 2025-2026 free printable template

Get Form
Form990PFDepartment of the Treasury Internal Revenue ServiceReturn of Private FoundationState or provinceCountryRoom/suiteInitial return Initial return of a former public charity Amended return Final
pdfFiller is not affiliated with IRS
Screenshot
Screenshot
Screenshot

Get, Create, Make, and Sign IRS 990-PF

Edit your IRS 990-PF online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Screenshot
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Screenshot
Share your form instantly
Email, fax, or share your IRS 990-PF via URL. You can also download, print, or export forms to your preferred cloud storage service.
Screenshot
Instructions and Help about IRS 990-PF
How to edit IRS 990-PF
How to fill out IRS 990-PF

Instructions and Help about IRS 990-PF

How to edit IRS 990-PF

Edit the IRS 990-PF form by using pdfFiller’s editing tools. You can easily fill out required information, adjust details, and ensure accuracy. Focus on updating financial data and organizational information as necessary to meet the reporting requirements.

How to fill out IRS 990-PF

To fill out the IRS 990-PF accurately, follow these steps:
01
Obtain a copy of the IRS 990-PF form from the IRS website or through pdfFiller.
02
Enter your organization's identifying information, including name, address, and employer identification number (EIN).
03
Provide financial data for the previous year, including revenue, expenses, and assets.
04
Detail grants and contributions made during the year.
05
Review each section thoroughly for completeness before submitting.
Latest updates to IRS 990-PF

Latest updates to IRS 990-PF

For the latest changes to the IRS 990-PF, refer to the IRS website or announcements related to tax filings. Updates may include modifications in reporting requirements or deadlines. Ensure compliance with the most recent version of the form to avoid penalties.

All You Need to Know About IRS 990-PF

What is IRS 990-PF?

IRS 990-PF is a tax form specifically used by private foundations in the United States. This form provides an overview of a foundation's financial activities, including income, expenses, and distributions made to charities. It is a crucial tool for maintaining transparency and compliance with federal tax laws.

Who needs the form?

Any private foundation that is recognized under section 501(c)(3) of the Internal Revenue Code must file IRS 990-PF. This includes foundations that make grants and those which operate charitable programs. Exempt organizations must adhere to this filing requirement regardless of their financial activity level.

Components of the form

The IRS 990-PF consists of several key sections, including organizational information, financial statements, and a summary of grants made. Additionally, it requires details on investments and other expenditures by the foundation. Each section is designed to provide a comprehensive financial picture of the foundation’s operations.

What are the penalties for not issuing the form?

Failing to file the IRS 990-PF can incur substantial penalties. The IRS may impose fines based on the size of the organization and the amount of time the form is late. Continued non-compliance could lead to the loss of tax-exempt status, making it imperative for foundations to meet their filing obligations.

Is the form accompanied by other forms?

The IRS 990-PF may accompany additional forms depending on the foundation’s activities, such as Form 990-T if the foundation has unrelated business income. Always check the IRS guidelines for necessary attachments related to specific situations or financial claims.

What is the purpose of this form?

The purpose of the IRS 990-PF is to report financial information regarding private foundations. It includes details on how funds are managed, grants awarded, and compliance with minimum distribution requirements. This form is used by the IRS to ensure that private foundations operate in alignment with tax regulations.

When am I exempt from filling out this form?

Organizations may be exempt from filing the IRS 990-PF if they are classified as public charities instead of private foundations. Additionally, some small private foundations with gross receipts below a certain threshold may qualify for exception filings, but seeking advice from a tax professional is recommended to confirm your status.

Due date

The due date for submitting the IRS 990-PF is typically the 15th day of the 5th month following the end of the foundation's fiscal year. Extensions can be requested if additional time is needed, but it's important to file any required forms within the given timeframe to avoid penalties.

What information do you need when you file the form?

When filing IRS 990-PF, you need comprehensive financial records, including income statements, balance sheets, and details of grants made. Additionally, the foundation’s EIN and identification information must be readily available. Accurate data is critical to ensure proper reporting and compliance.

Where do I send the form?

The completed IRS 990-PF must be sent to the address specified in the form instructions, which may vary based on your location and the method of submission. Options include electronic filing or mailing a paper copy. Always verify the address to ensure timely processing by the IRS.

FAQ about IRS 990-PF

If you discover an error on your IRS 990-PF after filing, you should prepare an amended return to correct the mistake. Ensure you reference the original filing year and clearly identify the changes made. It's essential to submit the amended form as soon as possible to avoid potential penalties.

To verify the status of your submitted IRS 990-PF, you can contact the IRS directly or utilize their online services. Be prepared to provide your pertinent information such as the Entity Identification Number (EIN) and the tax year you are inquiring about. It's advisable to check this after the IRS processing time has elapsed.

When filing your IRS 990-PF, it's important to consider e-signature acceptability and the requirement for maintaining records for a specified duration. Ensure that you adhere to privacy and data security standards to protect sensitive information included in your submission.

Some typical mistakes to avoid on your IRS 990-PF include failing to provide accurate financial information, neglecting to include necessary supplementary schedules, and overlooking the significance of the public disclosure requirements. Reviewing your completed form thoroughly can help eliminate these errors.

If you receive a notice related to your IRS 990-PF filing, read it carefully to understand the issue. Respond promptly with the required documentation and any requested information. If the notice indicates an audit, prepare relevant records that support the information declared on your form.

See what our users say

Read user feedback and try pdfFiller to explore all its benefits for yourself
fine fine fine fine, everything is good. that is all.
Hassan Abdi Dobale
amazing results simple to use amazing results simple to use, I love it
theo
See what our users say
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Rate free form
4.7
satisfied
39 votes

IRS 990-PF Form Versions

IRS 990-PF 2025
IRS 990-PF 2024
IRS 990-PF 2023

Related Content

How to submit IRS Form 990-PF to the Hawaii Attorney General
Form 990-PF, Return of Private Foundation - IRS
About Form 990-PF, Return of Private Foundation or ... - IRS

Related Forms

Form preview
form 990pf
B If Yes has it filed a tax return on Form 990-T for this year. Was there a liquidation termination dissolution or substantial contraction during the
Fill Now

Related Catalogs

Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
pdfFiller Tax Forms Catalog
Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
Go to catalog

Related Features

Model Us Contact Form
Reconstruct Text Certificate
Reconstruct Break Pdf
Correct Image Letter
Modify Image Object
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.