Information Required for Filing Form 990-PF
To file your Form 990-PF, you must have the following information available.
- Foundation’s basic details - Name, Address, Employer Identification Number (EIN), and Telephone number
- Financial details - Revenue, Expenses, Net Assets, and Liabilities
- Activities - Program-related investments, Charitable and other activities
- Foundation Member - Information about the Officers, Directors, Trustees, and other foundation members
- Other details - Unrelated business income, Investment income, Qualifying distributions and more.
Learn More about Form 990-PF instructions.
Why Choose file990pf.com to E-file Form 990-PF?
Form-Based or Interview-Style Filing options
Form-Based or Interview-Style Filing options
Includes Form 990-PF Schedule B for Free
Includes Form 990-PF Schedule B for Free
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Instant updates on IRS status of forms
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Invite Users to Manage, Review and Approve your Return
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Live Chat, Email, and Phone Support
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Internal Audit Check to identify and fix errors
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Re-transmit IRS rejected returns for free
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Supports extension and amendments
How to e-File Form 990-PF
Here are the steps to e-file Form 990-PF with file990pf.com,
01
Search for your Foundation’s EIN to import details from the IRS database or enter
them manually.
02
Choose Form 990-PF and the tax year for which you need to file
03
Enter the required form data using the Interview Style or Direct Form
Entry process
04
Fix the errors found (if any) by our internal audit system.
05
Review your Form 990-PF and Transmit it to the IRS
Ready to File Form 990-PF Electronically for the 2023 Tax Year?
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View Detailed PricingFrequently Asked Question
Form 990-PF is an annual information return used by certain private foundations to report financial details, activities, and compensation details of the
members to the IRS.
Primarily, Form 990-PF must be filed by
- Tax-Exempt private foundations
- Taxable private foundations (section 6033(d))
- Section 4947(a)(1) nonexempt charitable trusts treated as private foundations
Organizations that file Form 990-PF may need to report additional information regarding the contributions they received through Schedule B.
Form 990-PF Schedule B must be filed if the private foundation receives $5000 or more from any one contributor during the corresponding tax year.
Form 990-PF is due on the 15th day of the 5th month after the foundation’s tax year period ends. If your foundation follows a calendar tax year, your deadline for Form 990-PF is May 15th.
Does your foundation follow a fiscal tax year? Find your 990-PF deadline using our due date calculator.
The IRS may impose penalties for filing Form 990-PF late or filing with incorrect information. The penalty amount varies based on the organization’s size.
- For Smaller Organizations (gross receipts < $1,129,000) - $20/day for each delayed month with the maximum penalty of $11,000 or 5% of gross receipts.
- For Larger Organizations (gross receipts > $1,129,000) - $110/day for each delayed month with the maximum penalty of $56,000 or 5% of gross receipts.
Yes! Private foundations that need more time to prepare their Form 990-PF can file Form 8868 and get an automatic extension of up to 6 months from the IRS.
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