E-File Form 990-PF Online
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easy, secure, and accurate!
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What is Form 990-PF?
Form 990-PF is an annual information return filed by private foundations to report financial information and activities to the IRS.
Who must file Form 990-PF?
A Private Foundation described in Section 501(c)(3), and holding exemptions under Sections 501(a) and 4947(a)(1) is required to file Form 990-PF.
When is the Deadline to File Form 990-PF?
The due date for filing Form 990-PF is the 15th day of the 5th month after the end of the organization’s accounting period.
Tax990 Enables Seamless 990-PF E-Filing with Exclusive Features
Includes Free Schedule B
Based on the data you enter, Tax990 will auto-generate Schedule B onto your form for free.
Easy Form Preparation
Choose between direct form entry and interview-style filing options to prepare your form easily.
Copy Data Option
You can copy certain data from your 990-PF form filed previously with us onto your current return.
Internal Audit Check
Error checks are built-in to review your completed form for any IRS
Instruction errors.
Supports Extension
If you need more time to file, you can get a 6 months extension by filing Form 8868
with us.
Live Customer Support
Contact our live customer support team for any assistance via live chat, email, or phone.
Ready to start your 990-PF E-filing?
Exclusive PRO Features for Tax Professionals!
Staff Management
Invite your team members to prepare and submit the 990 files for your clients. You can allocate them.
Client Management
Prepare and manage 990 filings for an unlimited number of clients (many EINs), and allow your clients to approve the returns before transmission via a secure site.
E-Signing Options
We support Form 8453-TE for Paid Preparers and Form 8879-TE for Electronic Return Originators (ERO).
Ready to File 990-PF for your clients?
How to file Form 990-PF Electronically
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Just enter your EIN and let our system pull up your foundation details from the IRS directly. If not, you can enter the details manually instead.
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With Tax990, you can file Form 990-PF for both the current and previous tax years. So, choose the applicable tax year, select Form 990-PF, and proceed.
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Tax990 offers Form-based and Interview-Style filing options to prepare your Form 990-PF. Choose the method you prefer and complete the form.
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Review the summary of your Form 990-PF and make changes if required. You can also share your form with foundation members for their review and approval.
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You can transmit the form to the IRS after reviewing it. Our system provides instant updates about the IRS status of your Form 990-PF via email and text.
Ready to E-file Form 990-PF?
Information Required to E-file Form 990-PF Online
Here is the list of major information that you’ll need to file Form 990-PF online,
- The foundation’s basic Information
- Financial information such as revenue, expenses, assets, and liabilities
- Program-related investments
- Other IRS filings and tax compliance requirements
- Details of the governing body, management, and other key members
Form 990-T - Reporting Unrelated Business Income (UBI)
The exempt organization generating $1000 or more income from any unrelated businesses should file Form 990-T to report that information.
Tax990 supports the filing of Form 990-T as well.
Fees to File Form 990-PF Online
- Includes Schedule B
- Copy prior year data
- Built-in error check system
- Invite users to review and approve
- Retransmit rejected returns for free
Ready to e-file Form 990-PF?
See what our clients love about Tax 990
Saves Money!
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Illinois
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Florida
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Virginia
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First time filing electronically. I had prepared it manually before filing, which made it quicker and easier for me. Loved the audit feature as it helped me make sure I hadn’t completed something incorrectly. Everything worked out great!
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Texas
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Wisconsin
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Texas
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California
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Utah
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California
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Georgia
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Tennessee
Join Thousands of Nonprofits that Trust Tax 990
Frequently Asked Questions about Tax Form 990-PF
Form 990-PF is an IRS form that private foundations must file annually to report their financial information, activities, and certain other information to the IRS and to calculate their taxes based on investment income.
The IRS uses the information reported on Form 990-PF to ensure that Private Foundations are compliant with the established guidelines.
Typically, the organizations that must file Form 990-PF are:
- Tax-exempt (section 6033(a), (b), and (c)) and Taxable (section 6033(d)) private foundations
- Organizations that claim private foundation status and have a pending tax-exempt application
- Organizations that claim private foundation status but haven’t yet applied for exempt status and whose application isn’t yet untimely under section 508(a) for retroactive recognition.
- Organizations that made an election under section 41(e)(6)(D)(iv)
- Private foundations making a termination under section 507(b)
- Section 4947(a)(1) nonexempt charitable trusts (that are treated as private foundations)
Generally, the deadline to file Form 990-PF is by the 15th day of the 5th month after the end of the accounting period.
For organizations following the calendar tax year, the deadline will be May 15, 2024.
Operating on a Fiscal Tax Year? Find your 990 deadline using our due date calculator.
Form 990-PF comprises 16 parts (Some parts are optional for certain organizations)
Here is an overview of all the parts in Form 990-PF:
- Part I - Analysis of Revenue and Expenses
- Part II - Balance Sheets
- Part III - Analysis of Changes in Net Assets or Fund Balances
- Part IV - Capital Gains and Losses for Tax on Investment Income
- Part V - Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948)
- Part VI - Statements Regarding Activities
- Part VII - Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
- Part VIII - Summary of Direct Charitable Activities and Program-Related Investments
- Part IX - Minimum Investment Return
- Part X - Distributable Amount
- Part XI - Qualifying Distributions
- Part XII - Undistributed Income
- Part XIV - Supplementary Information
- Part XV - Analysis of Income-Producing Activities and Relationship of Activities to the Accomplishment of Exempt Purposes
- Part XVI - Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
Check out our step-by-step instructions to understand how to complete Form 990-PF.
Private foundations that file Form 990-PF may be required to attach Schedule B, depending on the data they reported.
Schedule B is typically filed when a private foundation has received contributions of $5000 or more from any one contributor during the corresponding tax year.
Yes! The IRS mandates that Form 990-PF must be filed electronically for tax years ending on or after July 31, 2020 (per the Taxpayer Act of 2019).
Get Started with Tax990 and file your Form 990-PF electronically with the IRS. We support current (2023) and prior year filings (2022, 2021).
Yes! If your foundation needs more time to file Form 990-PF, you can file Form 8868 to extend your 990-PF deadline. Upon filing Form 8868 on or before the original deadline, the IRS will grant an automatic 6-month extension.
This means if your organization follows the calendar tax year and files an extension, your extended 990-PF deadline will be November 15.
For smaller organizations with gross receipts < $1,129,000, the penalty for late filing Form 990-PF is $20/day. The maximum penalty is $11,000 or 5% of the foundation’s gross receipts (whichever is less).
For larger organizations with gross receipts > $1,129,000, the penalty for late filing Form 990-PF is $110/day. The maximum penalty is $56,000 or 5% of the foundation’s gross receipts (whichever is less). Learn more about 990-PF penalties.
No, A Private foundation cannot choose to file Form 990 & Form 990-EZ. They are required to file Form 990-PF, irrespective of their gross receipts and assets.
Yes. Even if the foundation has no gross income in the tax year and has incurred losses on investments, it is still required to file Form 990-PF annually.
Generally, Private foundations that obtain exempt status from the IRS are not required to pay federal income taxes. However, a domestic exempt private foundation, a domestic taxable private foundation, or a nonexempt charitable trust treated as a private foundation must make estimated tax payments for the excise tax based on investment income if it can expect its estimated tax to be $500 or more.
Helpful Resources for IRS Tax Form 990-PF
Knowledge Base for E-Filing Form 990-PF
